Activity Panel Configuration Guide

Overview

The Activity Panel is a configurable component that displays various types of activities (Tasks, Events, Emails, SMS, eForms) in a unified timeline. The configuration is managed through three JSON that control buttons, activity records, and default filters.

1. Activity Buttons Configuration

This configuration controls the action buttons displayed in the activity panel header.

Configuration Structure

{
  "buttonMapping": [
    {
      "name": "log_a_call",
      "label": "Log a Call",
      "iconName": "standard:log_a_call",
      "class": "slds-m-right_xx-small",
      "modalClass": "",
      "order": 1,
      "isDropdown": false
    }
    // ... more buttons
  ]
}

Button Properties

Button Types

Standard Buttons

• Log a Call: Creates a task with Call subtype

• New Task: Creates a standard task

• New Event: Creates a calendar event

Flow-based Buttons

• Send Secure Email: Launches a screen flow which wraps a lightning component.

• Send SMS: Launches a screen flow which wraps a lightning component.

• Send eForm: Launches a screen flow which wraps a lightning component.

2. Activity Record Configuration

This configuration defines how different activity types are displayed and queried.

Configuration Structure

{
  "Activity_Record_Configuration": [
    {
      "sObjectName": "Task",
      "fields": "Id, Subject, ActivityDate, Status, Description...",
      "whereClause": "WHERE TaskSubtype IN :ALLOWED_TASK_SUBTYPES...",
      "subject": {...},
      "summaryTemplate": [...],
      "detailTemplate": [...],
      "objectConfig": {...},
      "icon": "standard:task",
      "iconColor": "#ff9a3c",
      "bgColor": "#ff9a3c"
    }
    // ... more activity types
  ],
  "Related_To_Objects": "Account,Opportunity,Case",
  "Record_Lookup_Configuration": {...}
}

Activity Properties

Subject Configuration

Controls how the activity subject is displayed:

"subject": {
  "type": "text",
  "fieldName": "Subject"
}

Subject Types:

• text: Direct field value

• conditionalText: Different text based on conditions

• record: Display related record name

Summary Template

Generates short summary sentences like "John sent an SMS to James":

"summaryTemplate": [
  {
    "type": "owner",
    "fieldName": "OwnerId", 
    "labelField": "Owner.Name"
  },
  {
    "type": "text", 
    "staticValue": " sent an email"
  }
]

Template Element Types:

• owner: Shows record owner

• text: Static text

• record: Related record name

• conditionalGroup: Different text based on conditions

Detail Template

Controls fields displayed when activity is expanded:

"detailTemplate": [
  {
    "type": "link",
    "label": "Sender",
    "href": "mailto:{}",
    "fieldName": "cm_datatransfer__FromAddress__c"
  },
  {
    "type": "text",
    "label": "Subject", 
    "fieldName": "cm_datatransfer__Subject__c"
  }
]

Detail Element Types:

• text: Plain text field

• link: Clickable link (mailto:, tel:)

• record: Related record with navigation

Object Configuration

Defines parent-child relationships for activity roll-up:

"objectConfig": {
  "Case": {
    "parentFields": ["AccountId"],
    "childConfig": []
  },
  "Account": {
    "parentFields": [],
    "childConfig": [
      {
        "sObjectName": "Case",
        "relationField": "AccountId", 
        "whereClause": ""
      }
    ]
  }
}

Example: When viewing an Account, also show activities from related Cases.

Related_To_Objects Configuration

This configuration controls which objects are available in the "Related To" lookup field when creating new Tasks and Events.

Configuration Structure

"Related_To_Objects": "Account,Opportunity,Case"

Property Description

Usage Examples

Basic Configuration:

"Related_To_Objects": "Account,Opportunity,Case"

Extended Configuration (Multiple Objects):

"Related_To_Objects": "Account,Contact,Opportunity,Case,Lead,Custom_Object__c"

How It Works

1. Object Selection: Determines which Salesforce objects appear in the Related To dropdown when users create:

   • New Tasks

   • New Events

2. Lookup Behavior: When users search in the Related To field, they can only find records from the specified objects.

Record Lookup Configuration

Pre-populates Name and Related To fields when creating activities:

"Record_Lookup_Configuration": {
  "Account": {
    "whatIdField": "Id",
    "whatIdDisplayName": "Name", 
    "whoIdField": "PersonContactId",
    "whoIdDisplayName": "PersonContact.Name"
  },
  "Case": {
    "whatIdField": "Id",
    "whatIdDisplayName": "CaseNumber",
    "whoIdField": "Account.PersonContactId",
    "whoIdDisplayName": "Account.Name"
  }
}

Record Lookup Properties

3. Default Activity Filters

This configuration controls the filter options available in the activity panel.

Configuration Structure

{
  "options": {
    "activityTypeOptions": [
      {"label": "All types", "value": "All types"},
      {"label": "Events", "value": "Event"}
    ],
    "dateRangeOptions": ["All time", "Next 7 days", "Last 7 days"],
    "activitiesToShowOptions": ["All activities", "My activities"], 
    "sortOrderOptions": ["Oldest dates first", "Newest dates first"]
  },
  "selectedValues": {
    "selectedDateRange": "All time",
    "selectedActivitiesToShow": "All activities",
    "selectedActivityTypes": ["All types"],
    "selectedSortOrder": "Newest dates first"
  }
}

Filter Options

Default Selections

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