The Activity Feed module is intended to line up the communication process within the company between users; for example, between employees who set tasks and who handle them.
This functionality allows keeping an eye either on 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).
Additional Comments and Work Notes fields are both of the Journal Input type and intended for cross-user communication.
- The Additional Comments field is for communication with the requester. It may be, for example, progress updates or clarifying questions. These comments are visible for the requestor on the portal view of the record.
- The Work Notes field is for internal communications of the task fulfillers. These comments may be technical and can contain information that should not be shared with the requester.
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.
Using activity feed
Creating an activity feed
To use feed on forms, you need to configure the <activityFeed> widget first. For this, please complete the steps below:
- Navigate to Portal Structure → Widgets.
- Click New to create a new widget.
- Fill in the fields as described below.
- Click Save or Save and Exit to apply changes.
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. Until the widget is not activated, it cannot be used within objects. | |
Template | N | Fill in the widget template. The default template value is activityFeed <activityFeed/> 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. Generally, no additional logic is required in the described case. |
Server script | N | Fill in widget server logic if necessary. Check the widget creation guide for more information. Generally, no additional logic is required in the described case. |
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 table 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 a widget is created and added to a form 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).
By clicking on the tabs under the input field, you can filter out the displayed information.
The displayed information can be filtered for specified users or user roles by using ACL functionality. Thereby, the activity feed view can differ for users granted different roles. For this, Create an ACL Rule for information filtering.
For securing fields allowing commenting 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.
Section | Description |
---|---|
All | This section displays all field changes and all comments left to this record. |
Work Notes | This section allows filtering out only work notes left to this record. |
Additional Comments | This section allows filtering out only additional comments left to this record. |
History | This section allows filtering out only record field changes. |
- To display changes of the specified fields in the History section instead of all fields changes, use the Available history fields handler functionality:
- Click on the three dots on the right to open the kebab menu.
- Click Available history fields item.
- Unselect fields changes of which should not be displayed in the activity feed.
- Click Apply.
Settings are saved in the Activity Column Filters (sys_activity_column_filter) dictionary for every user individually.
Even if the field value changes are not displayed here, they are logged and can be reached in the History dictionary.
Adding an activity feed
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.
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.
Configuring an activity feed
By default, two commonly used fields of the Journal Input type are delivered for Task objects; these are Additional Comment and Work Notes fields.
To add more journal input fields, please complete the steps below:
- Navigate to System Definition → All Columns.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply changes.
Field | Mandatory | Description |
---|---|---|
Table | Y | Specify a table on which the activity feed widget was enabled (for example, the Task table). |
Column type | Y | In this field, select the Journal input value. |
Title | Y | Specify a column title for this additional field. It will be displayed on the record form and can be multilingual. |
Name | Y | This field contains a system column name and is populated automatically once you have filled a column title. |
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;
- Navigate to {your_instance_url}/list/sys_activity_type.
- Click on the activity you need to deactivate.
- Turn off the Is Visible attribute.
- Click Save or Save and Exit to apply changes.
Activity type fields
Field | Type | Description |
---|---|---|
Title | N | Custom activity feed field title displayed on the record form. This field is of the Translated Text type, so you can define a title in all languages you need. To add a title for a language other than the default one, please complete the steps below:
|
User-created | N | This checkbox is intended to distinguish custom activity types from OOB ones to be able to filter them out if needed. |
Parent | N | A parent activity type. If this activity type is of the highest level, then this field value will be empty. |
Table | N | A table or tables for which this field is enabled (for example, Task). |
Journal input column | N | A reference to the previously created column of the Journal Input type. |
Title (plural) | N | Specify a title plural form if needed. |
Is Visible | N | This attribute is responsible for field visibility on the record form. |
Name | N | This field contains an activity system name and is populated automatically out of the table name and the journal input column name. |
Order | N | Specify the field order. |
Title color | N | Specify a title color that is displayed in the comment form. |
Title background color | N | Specify a title background color that is displayed in the comment form. For example, settings like shown on the screenshot below will cause a result as follows |