Accessing and posting to the mobile activity stream
Use the activity stream to submit and list work notes, files, images, and videos to a record within your mobile app.
Before you begin
Role required: none
About this task
An activity stream enables you to communicate with other users about the work done on a record.
Activity stream tab and records.
Procedure
Access the activity stream screen segment for a record by opening a record and tapping the Activity Stream tab.
Note: The default tab name is activity stream, but your administrator might have changed it to a name like Updates, History, or Notes. The example in the above image uses the name Updates for the activity stream.
Tap an icon displayed within the ribbon in the record title bar to post items to the activity stream.
| Activity stream item | Procedure |
|---|---|
| Text |
|
| Files |
An upload screen opens, detailing the upload progress of the files you selected. In cases where files fail to upload, you are presented with information detailing the reason for the unsuccessful post. |
| Multimedia files |
An upload screen opens, detailing the upload progress of the multimedia files you selected. In cases where files fail to upload, you are presented with information detailing the reason for the unsuccessful post. |
| Captured photo or video | 1. Tap the camera icon \( Image omitted: activity-stream-camera.png 2. Select to either take a photo or record a video and then use your mobile device to perform one of those actions. 3. Approve the photo or video. The photo or video automatically posts to the activity stream.Camera icon within the activity stream.\). |