Comments provide a space for ongoing dialogue about a record. Users can add multiple comments to a record and each one will be retained and viewable from a panel listing, or from the Details view of a single record.
A typical use of Comments might be for a reviewer to note something about a record that does not have to be actionable or have workflow attached to it. If there is a need for tracking actions related to the comments, users should create an issue instead.
Any user, including users with a Read-Only role, can add and view comments.
Note: Properties (i.e. reason for reopening, reopened by, closed by and answered by) for issues that were reopened display in the Comments section.
Add a Comment in the Details View of a Single Record
- Expand the Comments section.
- Enter the comment.
- Click Add.
Add a Comment from a Listing
- Highlight a record.
- Click the '+' (Create) icon in the panel toolbar, or right-click and select Create.
- Select Add Comment.
- In the Comments window, enter a comment, then click Add.
Add a Comment to Multiple Records from a Listing
If the same comment is applicable to multiple records within a listing, save time by creating one comment and applying it to multiple records.
- Click the checkbox(es) to the left of each record to add a comment.
- Click the '+' (Create) icon in the panel toolbar, or right-click and select Create.
- Select Add Comment.
- In the Comments window enter the comment.
- Click Add. Notice that a note is added identifying how many items the comment will apply to.
- The Confirm Adding Comments opens, click OK.