From Bright Pattern Documentation
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| − | + | = 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. | ||
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In order to do this, take the following steps: | In order to do this, take the following steps: | ||
* Open your Activity History form in the edit mode | * Open your Activity History form in the edit mode | ||
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* Map its [[Form-builder-reference-guide/WorkingwithControls#Data_Fields|data field]] to Activity History > Notes; it should show ''$(ActivityHistory.notes)'' | * Map its [[Form-builder-reference-guide/WorkingwithControls#Data_Fields|data field]] to Activity History > Notes; it should show ''$(ActivityHistory.notes)'' | ||
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When this information is displayed, it is possible to copy and paste any text contained in the notes. | When this information is displayed, it is possible to copy and paste any text contained in the notes. | ||
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[[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]] | ||
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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.
