Configuring Journal and Related Items

To create a journal template

1. Open System Settings console.
2. Select Application Settings > Journal Templates.
3. Click New.
4. From the Form Name field, select the form that contains the fields you want to use in the template.
5. In the Template Name field, enter a name, which will appear in the template list on the Case, Task, or Solution page.
6. Click in the Content field and enter the text for the template.
   To add a field from the form you selected, select a field from the Form Fields list and click Insert Field to Content. Repeat this step to add additional fields.
7. Click Save & Close.

To add related item types

1. Open System Settings console.
2. Select Advanced Settings > Related Item Types.
3. Click New.
4. From the Object A list, select  one of the following types:
   • Case
   • Company
   • Document
   • Journal
   • People
   • Solution
   • Survey
   • Task
5. From the Object B list, select a type that can be related to Object A.
   For example, you might select Case.
6. In the Object B Label field, enter a label for Object B.
   Usually, this is the same name as the object itself. For example, if you select People as Object B, you would enter People as the label.
7. In the Relationship Label field, enter a unique name for the relationship.
   For example, if People is Object B, you might enter Related Person.
8. In the Reverse Relationship Label field, enter a unique name for the reverse relationship.
   For example, if Case is Object A and People is Object B, you might enter Related Case (the reverse of what was entered in step 7).
9. Click Save & Close.