The Activity Feed module is intended to line up the communication process within the company between users and agents; in other words; for example, between employees who set tasks and who handle them.
This functionality allows keeping an eye either on comments or work notes Additional Comments or Work Notes left within some record or tracking the record field changes (all record fields or a fieldset specified by the user).
Info |
---|
Additional Comments and Work Notes fields are both of the Journal Input type and intended for cross-user communication.
|
Activity Feed can be used on table records in both main interfaces (agent interface and Self-Service Portal), which allows using it by users without specific roles.
...
Field | Mandatory | Description | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Name | Y | Widget name (for example: "Activity feed widget"). | |||||||||
Description | Y | Widget brief description (for example: "Enabling activity feed on tasks"). | |||||||||
Active | Select this checkbox to activate a widget.
| ||||||||||
Template | N | Fill in the widget template. The default template value is
Check the widget creation guide for more information about this field. | |||||||||
CSS | N | Specify CSS classes for the widget structure and style. | |||||||||
Client script | N | Fill in widget client logic if necessary. Check the widget creation guide for more information.
| |||||||||
Server script | N | Fill in widget server logic if necessary. Check the widget creation guide for more information.
| |||||||||
Demo data | N | Specify additional widget options if necessary. Check the widget creation guide for more information. | |||||||||
Tables | N | Specify tables (one or more) to enable activity feed functionality on their forms. In the case described, it's the Task table. | |||||||||
Inheritance | N | Select this checkbox if you want to make a widget available for adding to child tables' recordstable forms. |
After saving the record, it will be available to add on the record form by the Form Layout functionality as described below.
Activity feed view
...
After adding a widget is created and submitting added to a form , scroll it down to layout as described above, create a new record or open an existing one to find the activity feed view as shown below (this screenshot is given as an example; the production version in your application may differ from it).
...