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View a legacy chat message as a journal field

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View a legacy chat message as a journal field

You can view all chat messages in one place by viewing them as a journal field.

About this task

Chat rooms can be linked to any task record in the following ways:

  • Create a room from the record.
  • Create a record from a chat room, such as creating an incident from a Help Desk Chat.

To view the chat messages as a journal field:


Configure the task record form to select the Chat Activity field.
The maximum number of chat messages that are displayed by this field is 1000.


Figure 1. Chat Activity
Chat Activity