From Bright Pattern Documentation
(Created page with "<translate>= Customizing Activity History Forms to Show Notes = If you would like notes to appear in the list view in the Agent-guide/Work/SearchandPreviewRecords/SearchandP...") |
(Updated via BpDeleteTranslateTags script) |
||
| (One intermediate revision by one other user not shown) | |||
| Line 1: | Line 1: | ||
| − | + | = Customizing Activity History Forms to Show Notes = | |
If you would like notes to appear in the list view in the [[Agent-guide/Work/SearchandPreviewRecords/SearchandPreviewInterface#Activities_Tab|Activity tab]], found in section Search & Preview Records > Contacts, it is possible to configure a [[Form-builder-reference-guide/WorkingwithControls#Data_Fields|data field]] to show this information. | If you would like notes to appear in the list view in the [[Agent-guide/Work/SearchandPreviewRecords/SearchandPreviewInterface#Activities_Tab|Activity tab]], found in section Search & Preview Records > Contacts, it is possible to configure a [[Form-builder-reference-guide/WorkingwithControls#Data_Fields|data field]] to show this information. | ||
| Line 11: | Line 11: | ||
[[File:Activity-History-Form-Show-Notes-53.png|650px|thumb|center|Adding "notes" to an Activity History form]] | [[File:Activity-History-Form-Show-Notes-53.png|650px|thumb|center|Adding "notes" to an Activity History form]] | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
Latest revision as of 04:02, 29 May 2024
• 日本語
Customizing Activity History Forms to Show Notes
If you would like notes to appear in the list view in the Activity tab, found in section Search & Preview Records > Contacts, it is possible to configure a data field to show this information.
In order to do this, take the following steps:
- Open your Activity History form in the edit mode
- Add a Text field
- Map its data field to Activity History > Notes; it should show $(ActivityHistory.notes)
When this information is displayed, it is possible to copy and paste any text contained in the notes.
