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Is there a way to modify the activity feed to make them viewable only?

Posted on by 50

Hi all, 

The Activity feeds allow users to add activities but that is not the way we want users to add activities, we want them to use the full form, since we have required fields on those forms that are not on the Activity field's form.  We would either like to completely block the Activity feed from anything but "View Only" or add fields to that quick create under activities for all of the different activities. Is that even possible (either of these options?)

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  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Is there a way to modify the activity feed to make them viewable only?

    Hi,

    You can use below option to open main form on which you have placed the required fields.

    pastedimage1630345884337v1.png

    Other way is to customize the existing quick create forms of respective activities entities.
    For e.g. I have create new field on Appointment entity as "Additional Points" and added the same field of "Appointment" Quick Create form as shown below:

    pastedimage1630346016631v2.png

    In this way we can allow user to create activities records using all the required fields.

    Thank You,
    Pradeep.

    Please mark this answer as VERIFIED if it helps.

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