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In-app conversations (Comments)
- 2 Minutes to read
- Contributors
In-app conversations (Comments)
- 2 Minutes to read
- Contributors
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An overview of how to add comments by mentioning a team member while adding a record in an application
CDs can add comments in an application by tagging a person who belongs to that workspace in which the app is created after submitting a record in the application to get a solution from the tagged person. The tagged person will get a notification from the app where the user was tagged.
Note
CDs now have total control over comments at three levels: Organizational, Workspace, and App. By default, comments are ON at the Organizational level, but you can now turn them off if you prefer.
Additionally, you can choose Workspace-level control or tailor comments for specific apps, providing easy and flexible management options for your comments.
How do I add a comment in an app?
Go to User Profile and click on the My Activities.
You will land on my activities page.
You will find 4 options on my activities page.
Initiated: You can view the records initiated by you from an app.
Participated: You can view the status of the records from the apps that you are part of.
Requests: You can view the status of the tasks requested by you.
Drafts: You can view the status of the records from the apps that you are part of.
In Initiated, you should select the workspace and app from which you have initiated the record.
You can see the submitted record in the grid.
Click on the eye icon to view the record.
The record will open as an app with the data in read-only mode.
You will see a notification icon on the top right corner of the page.
Click on the notification icon to add comments.
A comments pop-up will open on the screen.
Users can enter @ in the comment section to see all the users present in that workspace.
Users can select the Email ID of the person to tag that person in the comment and add a comment.
Click on the Send button.
The comment will be added in the Comments Section.
Note
If you add a comment without tagging any person in the workspace, no notification will be triggered to any person in that workspace.
A notification will be sent to the person to whom you tagged.
The tagged person can click on the notification to see the app’s record in which he/she was tagged.
Control Comments at Workflow Steps
The comments feature in our applications offers users a way to collaborate by posting thoughts or tagging others involved in the process. This feature can be managed at both the organizational level and the app level, meaning it can be enabled or disabled for all apps or for specific apps as needed.
Additionally, the comments feature extends to the workflow step level within an app, allowing for more control over collaboration. At this level, you can restrict comments for a particular workflow step, preventing certain participants from posting or collaborating. You have the option to completely disable comments for a specific step, ensuring that no one assigned to it can post comments. Alternatively, you can allow users to view existing comments without the ability to post.
This added control helps manage confidentiality and streamline collaboration throughout different stages of the workflow.
Watch this video to learn about configuration and functionality.
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