How do I get additional comments and/or work notes to show on form

mikeb
Tera Contributor

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:

find_real_file.png

 

I added the additional comments and work notes to the form like this:

find_real_file.png

 

However, the box is blank for the record in the form, even though it shows the value in the list view:

find_real_file.png

How do I get the existing notes to show up?  I tried the "Activities (formatter)" but that did not work.

9 REPLIES 9

johnfeist
Mega Sage
Mega Sage

Hi Mike,

If you go into Configure | Form Design for the relevant form, scroll down the fields list.  You'll see Activities (filtered) under Formatters.  You need to add that.

find_real_file.png

 

Hope that helps.

:{)

Helpful and Correct tags are appreciated and help others to find information faster

 

Hope that helps.

:{)

Helpful and Correct tags are appreciated and help others to find information faster

mikeb
Tera Contributor

I tried that and it didn't work, even when I selected "All" on the form from the filter it shows nothing.

Hi MIke, 

 

Did you find a solution for this?

 

Regards, 

Rushi

Hi @Rushi2 
If you need to add that in a custom table, make sure to add at the table level and not just to the form.
See example below:
We created a custom table few years ago, extended from task table and we added the Journal to that table. 
Screenshot 2025-06-17 at 16.21.00.png

 

After that you can add in the form, like other friends here mentioned.

LuizLucena_0-1750191896591.png


See if that helps.