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 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. Overview
Record comments allow users and portal users to discuss and share information related to individual records. This helps add context, facilitate communication, and improve collaboration.
2. Record comments in Creator
Record comments appear in a record's detail view. Both application users and portal users can view and add comments based on the permissions granted by the admin.
Replies can form threaded conversations for better context.
Replies can form threaded conversations for better context.
2.1. Permissions for record comments
Permissions for record comments are part of the over all permissions of each module. Admins and super admins have permissions to read and write comments by default. Learn more about permissions.
There are two permissions that the admin user can assign: Read Comments and Write Comments.
- Read comment: Enables users to view the comments that are in the record.
- Write comment: Enables users to add and view comments in the record.
2.2. Tagging users in record comments
Record Comments support tagging either organization users or portal users, depending on the commenter’s user type. Mentions are allowed only within the same user type: organization users can tag organization members, and portal users can tag other portal users.
- If a tagged user or portal user does not have access to the record, they will receive a notification but will be unable to view or respond to the comment. They must contact an admin to gain access.
- If a tagged user or portal user has read-only access, they can view the comment thread but cannot participate.
- If they have "read" and "write" permission, they can view and respond to comments within the thread.
Note: Tagged users receive a notification with a summary view of the record and its comments. If they lack 'Read Comments' permission, a message indicates they are not authorized to view the comments.
2.3. Prerequisites
To allow users and portal users to comment on records, ensure their permissions are configured appropriately. You can define whether they can only read comments or also add their own.
2.4. See how it works
2.5. Use cases
Let's say you have an order management application; different users will be able to interact with the same order record, including internal users (such as support staff and warehouse teams) and portal users (like distributors, retailers, or delivery agents). Record comments allow these users to communicate contextually within the platform, helping streamline order-related discussions and reduce the need for external tools.
- Internal users like the support team and warehouse team can communicate with each other to notify about order changes, stock issues, or delays.
A warehouse manager can be tagged and informed about a supplier delay and can be asked to update the delivery schedule. - Portal users like retailers and delivery partners can coordinate with each other to share customer preferences or delivery-related updates.
A retailer can inform the delivery partner about the customer's preferred delivery time.
2.6. Navigation guide to read/write record comments
Navigate to the detail view of a record to add comments and view the added comments.
3. Points to note:
- Record comments are available for both application and portal users based on permissions.
- Users and portal users can delete their own comments.
- Admins and super admins can delete any comment in the record or all the comments in a thread.
- Users and portal users can manage your notifications from record comments in Notification Preferences.
4. Related topics:
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