The stream display is enabled/disabled by the administrator for each entity separately, so if this feature is missing on any entity detail view page, please, contact your administrator.
TreoCore supports the following types of stream entries:
- Posts – messages assigned to the current user by other system users, as well as his own messages posted in the stream, irregardless of the assignee.
- Updates – notifications about changes in the audited fields of the user-related entries. Please, note that entity fields are made audited only by the administrator.
- All – general changes in the user- or entity-related actions.
User Activity Stream
The user activity stream represents the list of activity records for the currently logged user, including the updates in the entity records followed by the user, as well as posts about user-related actions performed in the system. It can be added to the navigation menu on the user preferences page via activating the
Custom tab list option and adding the corresponding tab.
To open the user activity records list, click
Stream in the navigation menu:
By default, all user-related activity records are displayed here in a chronological order. Click the
Updates button to filter the records display by their type correspondingly:
To check for stream updates, click the refresh button:
When other users make changes in your user-related entity records or address stream posts to you, you will be informed about it via the
Creating a Post
To add a new post on the user activity records list view page, place the cursor in the text box, enter the desired message and assign it to a different user, if needed, by selecting the corresponding option from the user list:
You can also attach a file (or multiple files) to your post by clicking the attachment button and selecting the desired files:
Post button – your message will appear on top of the stream list with all its details:
When the message is addressed to other users, they will also see this post on their user activity streams.
By default, posts and updates from the user activity stream can only be removed via the corresponding option from the single record actions menu:
To complete the operation, you will need to confirm your decision in the pop-up that appears:
User added posts, however, can not only be removed, but also edited. For this, click the
Edit option in the single record actions menu and make the desired changes in the editing pop-up that appears:
Entity Records Stream
The entity records stream is displayed on the
Stream panel on the detail view page of the corresponding entity record:
Here the list of all actions related to the given entity record are displayed.
To be able to track changes in the entity record fields, please, contact your administrator.
Use the actions menu to filter the stream records by their type correspondingly:
Posts and updates from the entity records stream can be removed via the corresponding option from the single record actions menu and confirming the decision in the pop-up that appears:
Please, note that the stream functionality can be further extended with the help of the "Revisions" module, which allows you to view the field changes history in the pop-up and restore previous values from the change history. Go to our store to learn more about the "Revisions" module.