Order of combined journal fields is different on different tables or if the record is new

Wayne Richmond
Tera Guru

Hi. I've overridden the default behaviour of the new combined journal fields (specifically Work Notes and Customer Comments) so that both fields appear all the time (see my post here: Disable combined journal fields). However, I've noticed that on some forms the order of each field can be different. E.g.

Existing Requested Item:

find_real_file.png

New Requested Item (no Post or toggle buttons):

find_real_file.png

Existing Incident (swapped):

find_real_file.png

New Incident:

find_real_file.png

Existing Legal record (custom table):

find_real_file.png

New Legal record (Draft Text is not a journal field but has dropped beneath the journal fields and the File Notes (work_notes) and Correspondence (comments) boxes have swapped):

find_real_file.png

How can I get consistent behaviour on all tables and regardless of whether it's a new record or not?

1 ACCEPTED SOLUTION

Stefan Baldhof1
Kilo Guru

Hi Wayne,



after some testing with form layouts and the configuration of the "Activities (filtered)" element on the form it seems to behave like following:



For new records: the order of the fields depend on the configuration done via "Configure - Form Layout" (or the form designer). See following screenshot - we prefer to have the "Work Notes" at first position to prevent accidentally adding (internal) work notes to the "Additional Comments" field



configure_form_layout.png



For existing records: For these the order seems to depend on how you configured the "Activities" element (assuming, you also use this element on the affected forms):



configure_activities_1.png


---



configure_activities_2.png



Regards,


Stefan


View solution in original post

10 REPLIES 10

Thank you for this information. For me, my company recently switched from Express to Enterprise and I needed to replicate basically every little thing that we did (we elected not to do a migration, but a clean slate) and this was one annoying thing I couldn't figure out.



However, thanks to Stefan, I was able to figure out that you need to click the antenna looking icon, within an incident, and choose "Configure Available Fields" and then switch the order to have additional comments above work notes (if that was your desired goal).



Thanks!



Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!