Enable instance options for the Activity tab

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：2分

    • Format the work notes and add @mentions in the Activity tab on a standard ticket page.

    始める前に

    Role required: sp_admin or admin

    You should add the Activity tab in the standard ticket configuration of a request type. For information on configuring tabs, see Configure the standard ticket page.

    手順

    1. Navigate to the request in Service Portal.
    2. Press Control and right-click anywhere in the Activity tab.
    3. Click Instance Options.
    4. Configure settings for the Activity tab.
      表 : 1. Activity tab instance options
      Instance option Description
      Enable Rich Text Editor Option to enable formatting the work notes.
      注:
      For the Ticket Form for Case (csm_ticket) page, the Activity tab options must be configured from the Activity tab configuration record of the sn_customerservice_case page.
      1. Navigate to All > Standard Ticket Configuration.
      2. Select the sn_customerservice_case record.
      3. In Tab Configurations, select the Activity tab configuration record.
      4. Edit the rich_text_editor widget parameter field.
      Enable @ Mentions (works only when Rich Text Editor is enabled) Option to enable mentioning the relevant people in work notes.
      注:
      This option is applicable only when the Enable Rich Text Editor instance option is selected.
    5. Click Save.