Include document actions in an activity stream to view and track updates to attached
documents in a record.
Before you begin
Role required: admin
About this task
To add and attach documents to a record's activity stream, you would need to complete the following tasks:
Procedure
-
Enter sys_properties.list in the
navigation filter.
-
Select the glide.documents.journal.enabled
property.
-
On the form, set the Value field to
true.
-
Select Update.
-
Select the glide.documents.attach.fields.
-
On the form, in the Value field, add the field name that
you want the record to reflect.
For example, you would enter work_notes for the
Work
notes field.
Use a comma to add multiple field names.
Note: Document updates are pushed only if the
field names exist.
-
Select Update.