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The Activity Feed module is intended to line up the communication process within the company between among users, for example, between among employees who set tasks and those who handle them.

This functionality allows keeping an eye either on Additional Comments or Work Notes you to track either Discussion or Work notes left within some record or tracking track the record field changes (all record fields or a field set specified by the user).

The Activity Feed can be used on table records in both main interfaces (the agent interface and Self-Service Portal)and portal interfaces, which allows using it by users without the users to use it without any specific roles.

Creating activity feed

To use feed on forms, you need to configure the Activity Feed widget first. For this, please complete the steps below:

1. Navigate to Portal Structure → Widgets.
2. Click New to create a new widget.
3. Fill in the fields as described below.
4. Click Save or Save and Exit to apply changes.

After saving the record, it will be available to add on the record form by the Form Layout functionality as described below.

Adding widget to forms

Add the widget to a form

Add the Activity Feed widget to a record form using the form layout functionality. To do this, Add an activity feed widget created on the previous step on the record form using the Form Layout functionality. For this, please complete the steps below:

1. Open the hamburger menu on in the top left corner of the form.
2. Navigate to the Configure → Form → Layout item and click on it.
3. Find the Activity Feed widget in the Available area box and move it to the Selected areabox.
4. Click Save to apply the changes. 

After this, your changes are displayed on the record form.

By default, two activity feed field fields are available:

• Additional CommentDiscussion
• Work Note

See the Creating custom activity feed field section of this article to customize your activity feed.

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Activity feed view

After a the widget is created and added to a form layout as described above, create a new record or open an existing one to one to find the activity feed view as shown below (this screenshot is given as an example; the out-of-the-box version in your application may differ from it)..

The Discussion and Work notes Additional Comments and Work Notes fields are both of the Journal Input type and intended for cross-user communication.

1. The Additional CommentsDiscussion field is for communication with the caller. It may be, for example, progress updates or clarifying questions. These comments are visible for the requestor on the portal view of the record.
2. The Work Notes field notes field is for internal communications of the task fulfillers fulfills (agents). These comments may be technical and can contain information that should not be shared with the caller.

Besides that, the Activity Feed displays history of field changes. It displays information about those fields, the value of which have been changed.

• Previous values are in grey gray color. The new values are black.
• Field changes are displayed according to the history display settings.

By clicking on selecting the tabs under the input field, you can filter out the displayed information.

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Filtration

The displayed information can be filtered for specified users or user roles by using using the ACL functionality. Thereby, the activity feed view can differ for users granted different roles. For this, Create create an ACL Rulerule for information filtering.

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If the history contains the fields that have been changed but are not selected in the Available history fields handler, they will be replaced by the No fields selected text: Image Removed .

If the changes of field values Even if the field value changes are not displayed herein the Activity Feed, they are logged and can be reached stored in the History dictionary.

Create a custom

activity type

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Creating custom activity feed field Creating custom activity feed field

By default, two commonly used fields of the Journal Input type are delivered for Task objects; these are Additional Comment and Work Notes are the Discussion and Work notes fields.

To add custom journal input Journal Input fields, please complete the steps below:

1. Navigate to System Definition → Settings → All Columns.
2. Click New and fill in the fields.
3. Click Save or Save and Exitexit to apply the changes.

Example of filling in

See the Create Columns article to learn more.

As a result, a new activity type will be created automatically by the system in the Activity Type (sys_activity_type) table.

To configure the new activity feed field, complete the steps below:

1. Navigate to Activity Feed → Activity Types.
2. Open the activity you need and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Activity Type form fields

Configure the field set

You can easily configure the set of activity feed fields. To do this, you need using to use the Form form layout functionality.

To add or remove an activity feed field, perform complete the following steps:

1. Open the record form which that you need to configure.
2. In the hamburger menu , navigate to Configure → Form → Layout.
3. In the Section field, select the section containing the Activity Feed.
4. Move the field of Journal Input type:
   • from the Available section box to Selected to add the field to the Activity Feed
   • from the Selected section box to Available to remove the field from the Activity Feed.
5. Click Save.

Customization

To configure the new activity feed field, please complete the steps below:

1. Navigate to Activity Feed → Activity Types.
2. Open the activity you need and fill in the fields.
3. Click Save or Save and Exit to apply changes.