Friday, July 27, 2012

HEAT – Displaying Journal Entries as a single list

Instead of clicking through every journal entry Heat can be configured to view all the journal entries in one view.
  1. Create a new Memo field on the Call Log Table (make it read only)
  2. Create an autotask that will be used in a business rule to update the memo field whenever a new Journal is created -
    • Create the Auto Task - The AutoTask Action is "update a call"
    • In the Value for the Memo Field select "{|all journals} - click on Overwrite
  3. Create a business rule to update the ticket whenever a new journal is created.

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