Manage Record Comments

Manage Record Comments

What Does This Page Cover?

Learn how to configure record comments and set permissions to view and edit comments for users.
Head over to the record comments page if you need a refresher before proceeding.
Note: Record comments are only applicable to list reports. Users can only read and write comments to records in list reports.

Availability

  1. Record comments can be managed (viewed and edited) in all plans of Creator. 
  2. Record comments can be managed(give other users permissions) by the super admin, admins, and developers while other users can access, view, and edit the comments depending on their permissions.

Steps for Managing Record Comments

To add record comments:
  1. Navigate to the report in your application and select a record.
  2. Click Add a comment to add a new comment to that record.
  3. Enter your comment in the editor and click Comment.
    You can also tag users in comments. Learn about tagging users in a record comment.
  4. You can reply to or delete a comment by selecting the respective button below the comment.

Comment Permissions

To set comment permissions for users:
  1. Navigate to Settings at the top of the page, then Workflow in the application edit mode.
  2. Select User Permissions.
  3. Select the permission you want to edit.
  4. Select Read comments and/or Write comments, according to your preference.
  5. Click Update, which is shown at the end of the permission table.

Points to Note

  1. Users can only delete comments that they've added.
  2. Admins and super admins can delete any comment in the record or all the comments in a thread.
  3. You can manage your record comment notifications with notification preferences.
  1. Understand Record Comments
  2. List Report


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