How You Determine What Shows Up in Activities
You can specify what information displays in Activities for each record by creating an activities configuration in the Configure Activities Display page and activating it. You must create and activate a separate activities configuration for every object.
In the configuration, you can make information visible by checking two checkboxes:
- Make Available for Display
Displays the attribute in activities.
- Monitor for Changes
Tracks changes in the attribute.
You must check both checkboxes for the information to be visible. For many attributes, you check both checkboxes for the same attribute. For example, note text is stored in the NoteTxt attribute. So, to display notes salespeople create any subsequent updates to the note text, you select both check boxes for the NoteTxt attribute:
| Attribute | Unique Name | Make Available for Display | Monitor for Changes |
|---|---|---|---|
| Note | NoteTxt | Yes | Yes |
To display information from certain fields, including dynamic choice list fields and fixed choice list fields, you must check the check boxes for different attributes. That's because the information that displays in the UI comes from the name column while the tracking of changes comes from the ID column. For example, if you're displaying the owner of a task, a dynamic-choice list field, there are two attributes at play:
- Owner
- Owner Party ID
The Owner field stores the name of the person identified by the Owner Party ID. You want to display the owner name in the UI, but you have to monitor the Owner Party ID to see if a new owner has been assigned. Here are the settings you make for displaying the owner:
| Attribute | Unique Name | Make Available for Display | Monitor for Changes |
|---|---|---|---|
| Owner | OwnerName | Yes | No |
| Owner Party ID | OwnerPartyID | No | Yes |
Some information displayed in the UI, such as the postal address, come from aggregating
multiple fields. The attribute FormattedAddress displays the address in
the UI. FormattedAddress is composed of many elements, including
country, state, city, province, street address, and so on. There are different fields
involved in different formats for each country, which you can review using the setup
task Manage Formatted Addresses. Presumably, you want to display the changed address if
any of address elements are updated. For that to happen, you must check the
Monitor for Changes checkbox for all the address elements
you're using and check the Make Available for Display checkbox
for the FormattedAddress attribute. Here are the settings for just some
of the available address fields:
| Attribute | Unique Name | Make Available for Display | Monitor for Changes |
|---|---|---|---|
| Address Line 1 | AddressLine1 | No | Yes |
| Address Line 2 | AddressLine2 | No | Yes |
| Building | Building | No | Yes |
| City | City | No | Yes |
| Country | Country | No | Yes |
| Postal Code | County | No | Yes |
| State | State | No | Yes |
| Address | FormattedAddress | Yes | No |
If you check Make Available for Display for any of the address components, then you'd also see an entry for that component as well. Suppose, for example, you check Make Available for Display for City:
| Attribute | Unique Name | Make Available for Display | Monitor for Changes |
|---|---|---|---|
| City | City | Yes | Yes |
| Address | FormattedAddress | Yes | No |
The Activities would display two lines when the city is updated. For example:
- Address changed to 100 Main Street, New York, NY 10021
- City changed to New York