How to update WorkNotes with Field1 and Field2 values when it changes ?

[Virendra K]

Hi All,

Requirement is, I need to update Worknotes with the values of Field1 (dropdown) and Field2 whenever it is getting change.

Also I wanted to track who updated the Field1 (dropdown value from A to B) and Field2. The intention is to captured under reporting metrics for audit.

How I could achieve this, please guide me on this..

Regards,

Virendra

[Appanna M · Accepted solution]

Hello @Virendra K ,

Yes, you have to configure the activities to specific view by configure form layout, there you can add new view - add your activities(filtered) and configure your activities fields.

Please find the below screenshots: 

Please accept my answer as Solution. 

Please Mark My Answer as Helpful and Accept as Solution, if you find this article helpful or resolves your issue.