Managing record comments | Zoho Creator Help

Managing record comments

What does this page cover?

Learn how to configure record comments and manage permissions for both application and portal users to view and add comments.
Head over to the record comments page if you need a refresher before proceeding.
Idea

Availability

  1. Record comments are available only for the paid 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 add the comments depending on their permissions.

1. Steps for managing record comments

1.1. Add record comments

To add record comments, follow the steps below:
  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.
    Users can also tag application and portal users respectively in their comments. Learn about tagging them in a record comment.
  4. You can reply to or delete a comment by selecting the respective button below the comment.

1.2. Comment permissions

To set comment permissions for users and portal users, follow the steps below:
  1. Navigate to Settings at the top of the page, next to Workflow in the application edit mode.
  2. Select either User Permissions or Portal User Permissions to configure comment permissions for application users and portal users, respectively.
  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.

2. Points to note

  1. Record comments are available for both application and portal users based on permissions.
  2. Users and portal users can delete their own comments.
  3. Admins and super admins can delete any comment in the record or all the comments in a thread.
  4. Users and portal users can manage your notifications from record comments in notification preferences.
  1. Understanding record comments
  2. List report


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • Understanding record comments

                                                                                                                                      What does this page cover? Learn about record comments and how your application and portal users can read and add comments to records. Availability Record comments are available only for the paid plans of Creator. Record comments can be managed(give ...
                                                                                                                                    • Understanding and managing notifications

                                                                                                                                      Notifications keep you in the loop about your account by providing instant alerts for specific activities. All your notifications are consolidated under the Notifications pane. You can view this pane by clicking on the Notifications bell icon, which ...
                                                                                                                                    • Managing Advanced Metrics

                                                                                                                                      What does this page cover Advanced Metrics provides detailed usage insights for your Zoho Creator applications, focusing on how users interact with individual app features such as forms, reports, and pages. It enables admins to go beyond overall ...
                                                                                                                                    • Creating and managing action item in reports for mobile and tablet

                                                                                                                                      1. What does this page cover Learn how to configure customized actions items for reports and access them on mobile and tablet devices. Learn how to create an action item for a report in the web 2. Availability Available across all plans of Creator ...
                                                                                                                                    • Task management and tracker

                                                                                                                                      This app has been published in accordance with Marketplace review process. For pricing details, you can refer to this page. Category: IT and Administration Vendor: Zoho Corporation Pricing: Free Overview Organize, track, and delegate tasks to get ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources