Create a journal fields like Work Notes- Internal and Customer Comments to toggle

PN2
Kilo Expert

There is a Work Notes-Internal Only and Customer comment field within the Incident application. Customer comments field display when the record loads and there is a small check box called Work notes-internal only. When this checkbox is checked, the Customer comment fields disappears and the Work Notes-internal only field displays. I know this is done by clicking on Show all journal fields. However, I have a custom table that is not extended from the task table so I am creating my own version of these two fields.

My question is, how can I create the same 2 fields for my app? Ideally, both fields will show in the Activities stream just like an Incident ticket.

1 ACCEPTED SOLUTION

Slava Savitsky
Giga Sage

This article from the product documentation explain how to add and configure activity formatter for any table where you need it. By default, it is only enabled for Task [task] and tables that extend it as well as for Approvals [sysapproval_approver] table.

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6 REPLIES 6

SanjivMeher
Kilo Patron
Kilo Patron

You can create a Work Notes field and Comments field with Field type as Journal Input.

And you may need to create a checkbox to show or hide comments field. Then add those two fields to the activity stream

Thats the only option i could think of.


Please mark this response as correct or helpful if it assisted you with your question.

So checkbox to show/hide comments field is done via ui policy I assume? How do I add both to the activity stream?

 

After adding Activity to the form, use configure available fields to add Work notes/comments you created.

And yes, use a UI policy to show or hide comments

 

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Please mark this response as correct or helpful if it assisted you with your question.

Slava Savitsky
Giga Sage

This article from the product documentation explain how to add and configure activity formatter for any table where you need it. By default, it is only enabled for Task [task] and tables that extend it as well as for Approvals [sysapproval_approver] table.