Need to create worknotes field in custom table which should show like same in incident table

Community Alums
Not applicable

HI Team,

 

There is a requirement to create a work notes field in a custom table which is not extending the Task table. Any notes added to the work notes should show the user name and timestamp below as shown in activities in Incident

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1 ACCEPTED SOLUTION

Sandeep Rajput
Tera Patron
Tera Patron

@Community Alums You need to add a Journal type field on your custom table Screenshot 2023-04-20 at 1.31.16 PM.png

This how the field looks on the form along with the activity stream.

Screenshot 2023-04-20 at 1.32.17 PM.png

For more information please refer to https://docs.servicenow.com/en-US/bundle/utah-platform-administration/page/administer/field-administration/concept/c_JournalFields.html

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4 REPLIES 4

Sandeep Rajput
Tera Patron
Tera Patron

@Community Alums You need to add a Journal type field on your custom table Screenshot 2023-04-20 at 1.31.16 PM.png

This how the field looks on the form along with the activity stream.

Screenshot 2023-04-20 at 1.32.17 PM.png

For more information please refer to https://docs.servicenow.com/en-US/bundle/utah-platform-administration/page/administer/field-administration/concept/c_JournalFields.html

The work Notes(u_work_notes) field you have created is global field right?
what if we want the field in scoped app? I have tried creating Journal Field into scope but it doesn't seems to be working.

ChinmayTawade1_0-1697532664055.png

Is there a need to create scoped activities formatter for it. I have also created scoped formatter but still no luck.

Community Alums
Not applicable

You need to create Field Type as Journal Input and not Journal then add Activities Filtered below it from the form layout.

Ankur20_0-1697649272670.png

 

 

Ankur20_1-1697649323035.png

 

Rahul Kumar17
Tera Guru

Hi,

 

To create a work notes field in a custom table that shows the user name and timestamp, you can follow these steps:

  1. Create a new field: Navigate to the "Dictionary" module and create a new field in your custom table. Select "Journal" as the field type.

  2. Configure the field properties: In the field properties, set the "Type" to "Work notes", and set the "Display" to "Journal".

  3. Configure the journal field properties: Scroll down to the "Journal" section of the field properties and set the "Entry Type" to "Work notes".

  4. Set the formatting: In the "Display Options" section, select "Show" for "User name" and "Timestamp".

  5. Configure the security: Set the appropriate read and write security for the field based on your requirements.

  6. Test the field: Create a test record in your custom table and add some work notes to the journal field. Verify that the user name and timestamp are displayed correctly.

By following these steps, you can create a work notes field in your custom table that shows the user name and timestamp for each entry, similar to the activities in Incident.

 

Thanks,

Rahul Kumar

If my response helped please mark it correct and close the thread.

Thanks,
Rahul Kumar