Activity stream

concept australia Updated Oct 29, 2026 1 min read csm-config-ws-activity-stream.md
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The activity stream displays a running history of updates and communications within a record like field changes, comments, work notes, and emails.

[Omitted image "csm-default-record-page-activity-stream.png"] Alt text: The activity stream in the CRM Workspace is central to the record page and shows the record activity, including the user, action, and time

Using the activity stream

Agents can use the activity stream component to view the activities occurring on a case or interaction record. These activities can include comments, work notes, emails sent or received, attachments, field changes, and chat discussions.

Action

Description

Collapse the list

Agents see an overview of case activities, including relative timestamps and brief one-line summaries of the activities.

Expand the list

Agents see detailed information on individual activities, including the full context of comments and work notes, detailed email message information, and previews of attachments.

Compose comments, work notes, and emails

Agents can use the activity stream to add comments or work notes to the record and to send emails. Agents can compose text either in the activity stream or in a modeless dialog.

Filter the list

Agents can filter the entries in the list in multiple ways:- Post types

  • Changed fields
  • Posted by

Search and sort the list

Agents can search activity stream entries by entering keywords in the search box.

Sort the list

Agents can sort entries by newest to oldest or oldest to newest.

View attachments

Agents can expand an entry with an attachment and select the attachment to open it in a modeless dialog.

## Configuring the activity stream component

The activity stream component displays a list of changes made to a record. Different configurations of the activity stream component are included on each of the record pages available with CRM Workspace.

Users with the administrator role can configure and customize the activity stream component in UI Builder. For more information, see Activity Stream.

Additional information

For more information about working with the activity stream, see the following topics in the Configurable Workspace UI documentation:

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