Using the activity stream in Service Request Playbook
You can access the activity stream in the contextual side panel in CSM Configurable Workspace after you create a service request record. The activity stream enables you to communicate with constituents and make internal notes about the work that is done on a record, making it easier to relay and track the information.
Using the activity stream
You can use an activity stream to communicate with constituents and track the 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. Select Case or Task at the top of the activity stream to switch views. |
| Add work notes or comments | In the Compose section:
|
| Filter or search posts | Select the filter icon (
Select the search icon ( |
| Sort posts | Select the sort icon ( |
| Expand and collapse posts | Select the more options icon (
|