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The Activity Feed module is intended to line up the communication process among users within the same company, for example, among employees who set tasks and those who handle them.
This functionality allows you to monitor either on Additional Comments or Work Notes left within a record or tracking the record field changes (all record fields or a field set specified by the user).
Activity Feed can be used in table records in both of the main interfaces (agent interface and <
Even if the field value changes are not displayed here, they are logged and can be reached in the History dictionary.
Create a custom feed type
By default, two commonly used fields of the <![CDATA[Journal Input type are delivered for Task objects; these are the Additional Comment and Work Notes fields.
To add custom journal input fields, 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 the changes.
Another way to add a column is through the related lists in the Table (sys_db_table) record. Open the table you want to add a new activity type to, scroll down to the Related Lists area, open the Columns tab, and click New.
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 <![CDATA[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 <![CDATA[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.
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.
- Click Save or Save and Exit to apply the changes.
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