Using the activity stream in License and Permit Playbook
You can access the activity stream in the contextual side panel in CSM Configurable Workspace after you create an license and permit request record using the License and Permit Playbook. The activity stream enables you to communicate with requesters and make internal notes about the work that is done on a record, making it easier to relay and track information.
Using the activity stream
You can use an activity stream to communicate with requesters and track information on a record. The activity stream updates when the current activity in the playbook is updated.
You can access the activity stream by selecting the activity stream icon () in the contextual side panel.
Agent tasks in the activity stream
The following table lists the tasks that you can do in the activity stream.
| Task | Description |
|---|---|
| View posts for the case or case task | Current activity in the playbook work area that determines the information that is displayed in the activity stream. Scroll through the posts in the Activity section to view the case or task information. At the top of the activity stream, select Case or Task to switch views. |
| Add work notes or comments | In the Compose section:
|
| Filter or search posts | At the top of the Activity section, select the filter icon (
Search all activity posts by selecting the search icon ( |
| Sort posts | Sort the posts by the newest to the oldest or the oldest to the newest posts by selecting the sort icon ( |
| Expand and collapse posts | Expand and collapse posts by selecting the more options icon (
|