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Additional Comments and Work Notes fields are both of the Journal Input type and intended for cross-user communication.
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Using activity feed
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Filtration
The displayed information can be filtered for specific users or user roles by using the ACL functionality. Thereby, the activity feed view can look different for users granted different roles. To filter displayed information, Create an ACL Rule for information filtering.
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For securing fields that allow you to leave comments on records (such as Additional Comments or Work Notes), create an ACL rule for a corresponding column of the Journal Input type. Otherwise, you may create an ACL rule that will restrict access to the Activity Types (sys_activity_type) table for specified roles. In the Activity Column Filters (sys_activity_column_filter) table, activity type settings are saved for each user individually. |
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If History contains fields that have been changed but are not selected in the Select fields handler, they will be replaced by the No fields selected text:  |
Even if the field value changes are not displayed here, they are logged and can be reached in the History dictionary.
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Add an activity feed widget created in the previous step on the record form using the Form Layout functionality. For this, please complete the steps below:
- Open the hamburger menu on the top left of the form.
- Navigate to the Configure → Form → Layout item and click on it.
- Find the activity feed widget in the Available area and move it to the Selected area.
- Click Save to apply changes.
After this, your changes are displayed on the record form.
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Perform these steps for every form on which you need to enable Activity feed functionality since it is not inherited, and every activity feed is related to the specified task object. |
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You can use available column attributes on this page for more precise configuration. For example, turn on the Mandatory attribute to make the field mandatory to fill in. |
Deactivating custom activity feed field
To perform this, please complete the steps below;
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See the Column Attributes article to learn about a more precise configuration.
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As a result, a new activity type will be created automatically by the system in the Activity Type (sys_activity_type) table. |
Configure a feed set
You can easily configure the set of activity feed fields using the Form layout functionality.
To add or remove an activity feed field, perform the following steps:
- Open the record form that you need to configure.
- In the hamburger menu
, navigate to Configure → Form → Layout.
- In the Section field, select the section containing the Activity Feed.
- Move the field of the Journal Input type:
- from the Available section to Selected to add the field to the Activity Feed.
- from the Selected section to Available to remove the field from the Activity Feed.
- Click Save.
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When creating a new record, you will see the Journal Input fields as regular fields. In saved records, these fields are included into the Activity Feed. |
Customization
To configure a new activity feed field, complete the steps below:
- Navigate to Activity Feed → Activity Types.
- Open the activity you need and fill in the fields
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on the comment form.
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| Icon | N | Here, you can add an icon to customize the activity type. The system will display it instead of the default speech bubble icon |
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