Tracking activities using the Activity Log component


The Activity Log component is available in the Shared Components section of the View designer and is visible only if the following bundles are deployed: 

  • Shared Components
  • ITSM Application

As a developer or an application business analyst, use the Activity Log component to gain insights into user or system-generated events for cases, tasks, and knowledge services. The Activity Log component displays a chain of events, giving you a quick view of the actions taken for a process.

Important

Application business analysts can customize the objects that are developed in their own applications and marked customizable by the administrator. However, they cannot customize the objects developed in com.bmc.arsys in the Best Practice Customization mode. For more information, see Customization-layer.

To track the events by using the Activity Log component

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select the application for which you want to add an Activity Log component.
  3. On the Views tab, select the name of the view definition to which you want to add the Activity Log component.
  4. From Palette, drag the Activity Log component to the canvas.
  5. In the Properties pane, click Settings Settings icon.png, and then specify the properties.
    The following table provides information about the properties:

    Property

    Description

    Example

    General

    Social Type

    Select the business workflow type to which you want to add the Activity Log component; for example, Case.

    22_1_06_Properties_general1.png

    (Optional) Module

    Select the module inside Social Type

    For example, select Tasks or Cases as a module inside the Social Type

    (Optional) Company

    Enter the company name.

    Entity ID

    Select the ID associated with the Social Type.

    (Optional) Associated Social Type

    Select Associated Social Type to see the activity log specific to that type; for example, Service Request.

    (Optional) Associated Entity ID

    This field is required only if you select Associated Social Type.

    Select the ID of the Associated Social Type.

    (Optional) Allow Public Comment

    Use the toggle key to enable or disable viewing of comments added by users.

    22_1_06_Properties_general2.png

    Condition

    Define a condition to filter views for specific entries. 

    For example, you might want to filter out activity logs for internal tickets.

    Set public as default

    Use the toggle key to make the comments added to the workflow public.

    Allow New Note

    Use the toggle key to allow users to add new notes.

    For example, you might want to allow users to add new notes at all times or under specific conditions.

    Hide notes template

    Use the toggle key to hide or unhide the notes template from the runtime view. 

    Default Activity Filters

    Define the default filters that should be applied while loading the page at runtime. 

    For example, you can select Case.Email to get email-related activities for a case.

    Support Group

    Select the support group associated with Social Type.

    22_1_06_Properties_general3.png

    Support Organization

    Select the support organization associated with Social Type.

    Task Assignee

    This field is applicable only if you select Tasks as Social Type.

    Enter the name of the assignee associated with a task.

    Task Type

    This field is applicable only if you select Tasks as Social Type.

    Select the task type. 

    Parent ID

    This field is applicable only if you select Tasks as Social Type.

    Select the parent ID associated with the task.

    For example, if the task is within a case, select the case ID as the Parent ID.

    Line of Business

    Select the line of business from which the entities must be fetched.

    Default note text

    Enter a default note that must be displayed while loading the page at runtime. 

    Links

    View For Displaying Person

    Select the view that must be displayed when you click the user name link in the activity log.

    For example, select Person Profile to open the user profile when you click the user name link.

    22_1_06_Properties_general4.png

    View For Displaying Case

    Select the view that must be displayed when the you click the case link.

    View For Displaying Task

    Select the view that must be displayed when you click the task link.

    View For Displaying Knowledge

    Select the view that must be displayed when the you click the knowledge link.

    Show Approvals

    Select the value that must be displayed when you click the Show Approvals link.

    For example, select Approvers List to display the list of approvers when the Show Approvals link is clicked.

    Title

    This field is applicable only if Show Approvals is selected.

    Enter a title that must be displayed along with the values from the Show Approvals field.

    Attachment Configuration

    Record Definition Name

    Specify the record definition name to fetch the attachments.

    22_1_06_Properties_general5-1.png

    Data Source

    Specify the data source to fetch the attachments from.

    Document Library

    Enable Document Library

    Specify if the attachments must be picked from the document library or the device.

    If you enable this field, you can select the files to attach from the document library. Else, you can select the files from the device.

    22_1_06_Properties_general5-2.png

    Search Term

    Define a search term to use while searching for attachments inside the document library.

  6. Click Save.

Result

The following image shows an example of the Activity Log component used in the Case Edit view definition:

 22_1_06_View_designer.png

 

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