How do I display additional comments and/or work notes to show on a form? I can make the text boxes display to add them, but I have records with existing values in both fields but I can't get them to display on the form:
I added the additional comments and work notes to the form like this:
However, the box is blank for the record in the form, even though it shows the value in the list view:
How do I get the existing notes to show up? I tried the "Activities (formatter)" but that did not work.
Hi,
The work notes and comments fields are blank in your screenshot, because those are input fields, not the actual "log" of what has been done before. As you mentioned, you would need to add the activities formatter per suggestion from johnfeist.
One thing I will add, since you said in your post you already did this and it didn't work...
Can you please show screenshot showing that you did in fact add that to your form design?
Secondly, can you ensure you actually have the comments/worknotes tagged to show?
Once the activity formatter is added to your form, save, then reload your form, then go down to the antenna looking icon and click that and select all the fields you want to show. Out-of-box...they should be checked, but ....double-check and check if not checked.
Please mark reply as Helpful/Correct, if applicable. Thanks!
My form designer has these 2 fields:
I added them both:
Here's what I see:
I checked this "All" box and it still shows nothing
Here are the fields selected:
Activity filter should work as long as you configure it to show comments and work notes. However one question: Is this on a custom table?
Hello @mikeb
To achieve something like this in your custom table which do not extends task table, follow the steps mentioned below:
1. Table "sys_dictionary" with filter Table = task will help you learn the field types
2. From the above, you can create these three type of fields as shown below:
3. Under the related links of this table, you can click "Show Form" and then from context menu or right click the grey header at the top Configure > Form Layout (Not now on Form Builder). Create a new Section (bottom left) and then move the fields from left to right as shown below:
4. Click the filter activity (funnel icon) and then ensure "Work Notes", "Additonal Comments" and "Comments and Work notes" are selected and even if they already are then still hit Save.
