Integrating Sidebar and activity stream

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

    • For agents to post Sidebar discussions in the activity stream, Sidebar must be integrated with the activity stream and Sidebar options must display in the post filters. If the Sidebar options don’t display in the post filters, you must add them.

    시작하기 전에

    Role required: admin

    주:
    List of post types without Sidebar options:

    Post types menu without Sidebar options.

    프로시저

    1. If Sidebar was automatically installed in the workspace:
      1. Check the sys_properties file for the record glide.ui.{table_name}_activity.fields where {table_name} is the parent record table name.
      2. If the sys_properties file record exists for the record table, check whether it includes Sidebar discussion and Sidebar posted message. If it doesn't, add Sidebar discussion and Sidebar posted message at the end of the existing value.

        sys_properties file record for activity stream post type filter instructions. Sidebar discussion and Sidebar posted message are highlighted in the Value field.
    2. If Sidebar was manually added for a record in a workspace:
      1. Check the sys_properties file for glide.ui.{table_name}_activity.fields where {table_name} is the parent record table name.
      2. If the sys_properties file record exists for the record table, check whether it includes Sidebar discussion and Sidebar posted message. If it doesn't, add Sidebar discussion and Sidebar posted message at the end of the existing value.

        sys_properties file record for activity stream post type filter instructions.
      3. If the sys_properties file record doesn’t exist for the record table, it loads the default filters which contain Sidebar filters.
      주:
      List of post types with Sidebar options:
      Post types menu with sidebar options highlighted.