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    Home Orlando Now Platform Capabilities Now Platform capabilities Agent Workspace Setting up workspace Set up Record View in workspace Set up Activity Stream in Workspace

    Set up Activity Stream in Workspace

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    Set up Activity Stream in Workspace

    Set up the options of how agents can interact with Activity Stream to make their job easier.

    Before you begin

    Role required: workspace_admin

    About this task

    Activity Stream enables agents to communicate with requesters and make internal notes about the work done on a record. Internal notes are only visible to fellow agents. External comments are visible to agents and requesters.

    In Activity Stream, agents can embed knowledge articles, import solutions from Agent Assist, and ask requesters for more information.

    Activity Stream

    You can set system properties that give agents the option of using a:

    • Rich text editor.

      The rich text editor includes the formatting icons for bold, italics, underlining, font, and so forth, as shown in the following image.

    • Single box or separate text boxes to enter internal and external comments

      The following image shows the single-box option.

      Activity stream one text box

      The following image shows separate, stacked boxes for internal and external communication.

      Activity stream two boxes

    Once you use system properties to enable these options, the sliders in the configuration menu appear.

    Procedure

    1. In the Filter Navigator, enter sys_properties.list.
      The list of system properties displays.
    2. To give agents the option of having separate boxes for internal and external communications, search for and set the glide.ui.activity.journal.stacked property to True.
    3. To give agents the option of using a rich text editor instead of a plain text editor in Activity Stream, search for and set the glide.ui.journal.use_html property to True. The default is False.

    What to do next

    Click a component to set it up.
    • Tabs
    • Notifications
    • Form Header
    • UI Actions
    • Ribbon
    • Related Items Menu
    • Form pane
    • Actions & Components
    • Activity Stream
    • Contextual Side Panel

    Record view

    Tags:

    Feedback
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    Release version
    Choose your release version

      Set up Activity Stream in Workspace

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Set up Activity Stream in Workspace

      Set up the options of how agents can interact with Activity Stream to make their job easier.

      Before you begin

      Role required: workspace_admin

      About this task

      Activity Stream enables agents to communicate with requesters and make internal notes about the work done on a record. Internal notes are only visible to fellow agents. External comments are visible to agents and requesters.

      In Activity Stream, agents can embed knowledge articles, import solutions from Agent Assist, and ask requesters for more information.

      Activity Stream

      You can set system properties that give agents the option of using a:

      • Rich text editor.

        The rich text editor includes the formatting icons for bold, italics, underlining, font, and so forth, as shown in the following image.

      • Single box or separate text boxes to enter internal and external comments

        The following image shows the single-box option.

        Activity stream one text box

        The following image shows separate, stacked boxes for internal and external communication.

        Activity stream two boxes

      Once you use system properties to enable these options, the sliders in the configuration menu appear.

      Procedure

      1. In the Filter Navigator, enter sys_properties.list.
        The list of system properties displays.
      2. To give agents the option of having separate boxes for internal and external communications, search for and set the glide.ui.activity.journal.stacked property to True.
      3. To give agents the option of using a rich text editor instead of a plain text editor in Activity Stream, search for and set the glide.ui.journal.use_html property to True. The default is False.

      What to do next

      Click a component to set it up.
      • Tabs
      • Notifications
      • Form Header
      • UI Actions
      • Ribbon
      • Related Items Menu
      • Form pane
      • Actions & Components
      • Activity Stream
      • Contextual Side Panel

      Record view

      Tags:

      Feedback

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