Understand Record Comments
What Does This Page Cover?
Learn about record comments and how your application users can read comments as well as add new comments to records.
Note: Record comments is only applicable to List Report.
i.e. Users can only read and write comments to records in list report.
i.e. Users can only read and write comments to records in list report.
Availability
- Record comments can be managed (viewed and edited) in all 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 edit the comments depending on their permissions.
Overview
Record comments let users discuss and share information about entries inside a report. It's a simple way to communicate, add context to the data and foster collaboration.
Record Comments in Creator
Record comments let users add and see comments in a record's detail view. Admins decide who can read and write comments by setting permissions for shared users. Replies to record comments can be threaded conversations.
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.
Tagging Users in Record Comments
When a user is tagged in a comment, there are three possible scenarios based on their permissions:
- Tagging a user without record access will send them a notification, although they won't be able to view the comment on the record. In such cases, the user will have to reach out to the admin for access
- Users with read only access can view comment threads in records, but cannot reply or participate in the thread conversation.
- Users with both read and edit permission will be able to view and participate in the thread.
Prerequisites
To let users comment on records, make sure to set up their permissions. Define these permissions to decide whether they can only read comments or also write and add their own.
See How It Works
Use Cases
- Imagine a Delivery Management app with different sections like Product, Stock, Delivery, Customer, and Status. Admins control who has access to what in the application, allowing product supervisors and delivery persons to view and comment on the delivery status, which improves collaboration.
- In another scenario, a Task Management app has a Project Timeline. When you enable comments, everyone with access can comment on the whole project timeline. This enables easy communication for better collaboration!
Navigation Guide to Read/Write Record Comments
Navigate to the detail view of a record to add comments and view the added comments.
Points to Note:
- Users can only delete the comments that they have added.
- Admins and super admins can delete any comment in the record or all the comments in a thread.
- You can manage your notifications from record comments in Notification Preferences.
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