5.19:Form-builder-reference-guide/HowtoConfigureActivityHistoryForms

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• 5.19 • 5.3 • 5.8

<translate>= How to Configure Activity History Forms = Activity History forms are used to pull specific information from the activity forms agents fill out during interactions; this information is then saved to the case and contact history corresponding to the interaction.

What is the difference between an activity form and an Activity History form?

Where an activity form is something an agent interacts with directly in Agent Desktop, an Activity History form is an exact opposite; that is, it is a static form containing only data that was collected in a related activity form.

Procedure

Action 1: Configure an Activity Form with Activity History Fields

Configuring an activity form

Adding a custom Activity History field

A preview of the activity form with the custom Activity History field

Action 2: Configure an Activity History Form with the Same Fields

Activity History form configuration

The Activity History form in the Form Builder application

The same Activity History fields from the activity form are added to the Activity History form

A preview of how Activity History looks

The activity form when popped in Agent Desktop

How the Activity History form looks in Search & Preview records

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