I want to add the work notes check box under my additional comments.

DINESH KUMAR16
Tera Contributor

Hi Team 

I have additional comments on my custom table. I want to add the worknotes check box under the additional comments. When click on that worknotes check box it should change the worknotes. 

DINESHKUMAR16_0-1712975967713.png

Thanks in advance.

1 ACCEPTED SOLUTION

abirakundu23
Mega Sage

Hi @DINESH KUMAR16 ,

1.Please click on the 'Show on the journal Field' & see Work Notes & Additional Comments.

akadu23_0-1713083488437.png

2. Please select the 'Activities', Work notes, Additional Comments from the Form layout.

akadu23_1-1713083606846.png

akadu23_3-1713083908883.png

 

3. Select as per choice.

akadu23_2-1713083731281.png

 

Please mark helpful & correct answer if it's really worthy for you.

View solution in original post

3 REPLIES 3

Sujatha V M
Kilo Patron
Kilo Patron

@DINESH KUMAR16  Please follow the below steps, 

 

1. Access the custom table and create the below fields as "Journal Input" as type. 

 

SujathaVM_0-1713080323370.png

 

2. Go to the table and click on "New". You will see the below fields on the form. 

Note: Add "Activities Formatter" from Form Design. 

SujathaVM_1-1713080461723.png

3. Access the filter activity and select "Configure available fields"

SujathaVM_2-1713080546501.png

SujathaVM_3-1713080591684.png

 

4. Add the fields to "Selected" bucket and save. 

SujathaVM_4-1713080636900.png

 

SujathaVM_5-1713080654290.png

 

 

RESULT : 

Work notes :

SujathaVM_6-1713080694411.png

 

Additional Comments : 

SujathaVM_7-1713080722473.png

 

Please mark this as helpful and accept it as a solution if this resolves your query.

Thanks,

Sujatha V.M.

Please mark this as helpful and accept it as a solution if this resolves your query.
Sujatha V.M.

abirakundu23
Mega Sage

Hi @DINESH KUMAR16 ,

1.Please click on the 'Show on the journal Field' & see Work Notes & Additional Comments.

akadu23_0-1713083488437.png

2. Please select the 'Activities', Work notes, Additional Comments from the Form layout.

akadu23_1-1713083606846.png

akadu23_3-1713083908883.png

 

3. Select as per choice.

akadu23_2-1713083731281.png

 

Please mark helpful & correct answer if it's really worthy for you.

Community Alums
Not applicable

Hi @DINESH KUMAR16 ,

I tried your problem in my PDI and it wokrs for me, Please refer below step

1. Create UI Policies and add filter condition like - 

SarthakKashya2_0-1713084485069.png

WorkNotes(your true/false field) is True

Reverse if false is checked true
2. Create UI Policy Action
SarthakKashya2_1-1713084621131.png

Field name - WorkNote 

Visible True

 

Here's the result 

When is Work Notes is false 

SarthakKashya2_2-1713084667705.png

When isworkNotes is true

SarthakKashya2_4-1713084723729.png

 

 

Please mark my answer correct and helpful is this works for you


Thanks and Regards 

Sarthak