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Suggested answer

Can't add activities tab to my new form

Posted on by 158

When I add my new entity and a form within that entity, activities is not available in the left side nav bar.  Why not?  I enabled my entity for activities. 

Snag_5F00_24d1ec7f.png

I tried recreating the entity and the form but it still doesn't appear.  My goal is to create and entity and form that closely resembles the case entity/form.  The case form has an activities tab and I like to add that to my new entity form as well.

Why no Activities?

Snag_5F00_24d64848.png

  • Suggested answer
    WillD44 Profile Picture
    WillD44 158 on at
    RE: Can't add activities tab to my new form

    I believe I've found my answer.

    www.crminnovation.com/.../

  • WillD44 Profile Picture
    WillD44 158 on at
    RE: Can't add activities tab to my new form

    I'm not sure this is the same idea.  I'm talking about phone call activities, email, notes, etc.  No so much a timeline.

  • Suggested answer
    Ajay  Dhingra Profile Picture
    Ajay Dhingra on at
    RE: Can't add activities tab to my new form

    I understand you want to see related Activities but  you may also need to Configure the entity for Activity feed Configuration & Activity Feed Rules like Case entity. To configure you may go to Settings >  Activity Feeds Configuration &  Settings >  Activity Feeds Rules. The interface has changed so  you can consider configure TimeLine control as well https://stoneridgesoftware.com/configuring-the-timeline-in-the-unified-interface-crm/.

    Please let me know in case you still have any issue . 

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