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Home SAAS Applications

How to allow users to add posts to activity entities (i.e. Appointment)?

by admin
July 30, 2022
in SAAS Applications


The requirement from the customer is to be able to add Posts to an Appointment or to a Phone Call (or to any other activity), because in Posts they can tag other users and contacts.

I understand it’s not possible to add the Timeline control in forms of Activity entities (like Appointment and Phone Call), but in these entities you have a special “Notes” control that allows users to add Notes.

I didn’t find a way to enable Posts in the “Notes” control of an activity form. I’ve tried in the Appointment entity and in a custom Activity entity.

Is there anyway I could achieve this?

The customer is open to solutions that involve development, I just didn’t want to build all the tagging functionality in a PCF.



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