Activity Types

Activity Types

One of the most useful features in Brinkee is the Activity Type feature. Activity Types are records in another table that are linked to the current record. The most common activity types are Comments, Attachments and Record Changes, but it’s easy to add custom activity types to match your prefered way of working.

Activity Types can be enabled or disabled using the “Activity Types” table attribute. Enabled activity types automatically appear in the Record Feed.

Comments

The “Comment” activity type allows you to leave a note or message related to a record. This is a great way to communicate with team members or keep track of important information.

NB: Disabling this activity type won’t delete comments. Comments can only be deleted by administrators by deleting the relevant records in the comment table.

Attachment

The “Attachment” activity type allows you to upload and attach any files to a record. This feature is perfect for sharing relevant documents, images, or any other important files related to a record.

NB: Disabling this activity type won’t delete uploaded files. Attachments can only be deleted by administrators by deleting the relevant records in the attachment table.

Record Changes

The “Record Change” activity type enables an audit trail for records in the table. This feature tracks changes made to a record, including who made the changes and when they were made.

NB: Enabling this activity type will not generate an audit trail for records that were created or updated before the activity type was enabled. Disabling this activity type won’t remove the existing audit trail either. Audit trails can only be deleted by administrators by deleting the relevant records in the record_change table.

Custom Activity Types

Brinkee allows you to add new activity types by adding a new definition in the table_activity_type table. All you have to do is specify a table_name and filter that will be used to query related records and add them to the Record Feed. You can customize the look of the Activity Type in the Record Feed using the icon and type field. Once the new activity type has been created, you need enable it using the “Activity Types” table attribute.

Filters based on the current record

You can use Dynamic Values to access the current record inside the filter.

company=$DYNAMIC:01DZZ0R300HAM52H6A
<!-- The dynamic value will be replaced with the following format: <uid> -->

record=$DYNAMIC:01DZZ0R300054PBC62
<!-- The dynamic value will be replaced with the following format: <table_name>:<uid> -->