Configure activity type templates for the Customer History view

Release version: Yokohama

Updated January 30, 2025

2 minutes to read

Create an activity type template to define how to display the activity type data on each of the activity tiles in the activity feed.

Learn more about configuring activity type templates from the following video tutorial.

Before you begin

Role required: admin

Note:

Customer Activity has been renamed to Customer History, with no changes to its functionality. References to the previous name will be updated in a future release.

About this task

You can define which fields are displayed, where it is displayed on the tile, and the order of the display.

Procedure

Navigate to All > Customer Central > Customer Activity > Guided Setup.
Select Get Started under Activity Feed.
Select Configure beside Activity Type Templates.
Select New.

Fill out the fields, as required.

Table 1. Activity Type templates field description
Field	Description
Name	Enter a name for the template.
Activity Type	Select the activity type to add the template for.
Icon	Select an icon to use for the activity type.

Select Submit.
Once you have created an activity type template, select it from the Activity Type Template list to configure the fields and order of fields to display.
Select New to create template fields for the activity type.

Fill out the fields, as required.

Table 2. New Activity Type template field description
Field	Description
Type	Select a Type to determine whether you want to select fields from the activity source or activity group table.
Field	Select the field you want to add. Note: You cannot configure HTML fields for display in the subheader on the activity tile.
Show label	Select this check box to show the field label on the activity tile.
Position	Select the Position to determine whether the field should appear as content or as a sub-header on the activity tile. Note: Only one field is displayed as content on the activity tile.
Order	Select the order the field should appear on the activity tile.
Enable link to activity group record	Select this check box to display the field as a link to the activity group record.
Display as time ago	Select this check box to display the field in time ago format. Note: This field only applies to fields including time or date information.
Content icon	Icon for the content displayed on a tile. Note: This field is only displayed when Content is selected in the Position field.
Content tooltip	Tooltip for the icon displayed on a tile. Note: This field is only displayed when Content is selected in the Position field.
Condition	Condition that applies to the selected field. For example, in the transcript activity type template, you can configure a condition to show transcript when the Chat Summary field is empty.

Select Submit.