Collaboration - work notes on a record conversation?

[Patrick Schult2]

Has anyone found a way to default the field-switcher in a record conversation to use Work Notes instead of Comments in Collaboration or Live Feed? By default, it wants to use Comments instead of Work Notes to post messages into, but I can't find how to change this. I do realize it's easy to switch to using Work Notes instead of Comments, but there is some concern about using Collaborate or Live Feed on incidents that have email notifications for comments (e.g. Incident) - a short conversation could send the user multiple emails as the comments field is updated with each message.

I really appreciate any and all input the community has on this topic.

[Brian Arndt1]

I had noticed the issue with Compact View but not the Work Notes ACL issue. That's a pretty big deal too and something I imagine that has to be high on the list to patch soon. I agree that the emails could be worked around but these other things are likely to be deal-breakers. Thanks for sharing, Patrick.

[Jim Coyne]

Just a quick note on impersonation - sometimes permissions from the account you are actually logged in with will leak through and appear to give the impersonated user more rights than they really would.

I always create 3 accounts for myself in an instance, admin, ess and role, and will login with another browser with the account I want to test with.   The permissions for the admin and ess accounts remain constant, and I change the roles on the role account based on what I need to test.

Permission-wise, that is really the only true way to test.

[jtowens]

Hi Patrick, wondering if you ever solved this issue? I have the same issue and have been trying to identify options to default to work notes for many of the same reasons you identified. Thanks, Jason

[Patrick Schult2 · Accepted solution]

The new UI16 activity formatter follows a user preference called "glide.ui.[table].stream_input", where the Value is either "work_notes" or "comments".

So if you wanted to default the checkbox for Work Notes to be checked by default, you would set up a User Preference like this. This is specific to a table, so I think you would need to duplicate this preference for each table you wanted the default set for.

Name: glide.ui.incident.stream_input

System: true

Type: string

User: [empty]

Value: work_notes

[mike-lor]

Patrick,

Where exactly on the system do you add this? As this is exactly what we want for our implementation.

Cheers  

Mike