Use Collaboration

Start collaborations on instances and fields, and receive notifications through the notifications panel, the Subscriptions widget, and email.

2 min read

Start a collaboration

Create an instance collaboration

Header button
  1. This button, located on the right side of the header, displays all the open collaborations for the current instance. A blue state indicates that there are unread messages.
  1. It is possible to create a new collaboration on the instance via this button. Those collaborations are not linked to a field.

Create a field collaboration

On field button
  1. This button is displayed at the end of every field title and can have 3 states:
    • Grey state (appearing only on hover): when no collaboration is open on the hovered field.
    • Black state: appears when at least one collaboration is open on the hovered field.
    • Blue state: appears when there is at least one open and unread collaboration on the hovered field.
  1. Clicking on this button opens the collaboration thread of the selected field, and it is possible to create a new collaboration on this field. The selected field will also be highlighted.
Highlighted field

Use the Collaboration field

See here.

Get notified

Read notifications

  1. The notifications are available on the top right of the screen, everywhere in the application.
  1. When clicking on the notifications icon, a panel displays the user notifications.
  1. In the notifications list, read notifications are displayed as faded, while unread ones have a distinct blue chip. Clicking on a notification will navigate to the associated collaboration.

Use the Subscriptions widget

See here.

Receive email notifications

See Send Email Notifications for Collaboration Messages.

Read more

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