Collaboration - work notes on a record conversation?

Patrick Schult2
Giga Guru

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.

1 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


View solution in original post

11 REPLIES 11

Mike,



This is a "User Preference" that you need to set. You can find this under User Administration > User Preferences. The gist of it is that you need to set a system default preference for all users to default them to work notes. You set this preference per-table, so if you want to default your users to work notes on Incidents and Changes, you will create 2 preferences - one per table.



Name: glide.ui.incident.stream_input


System: true


Type: string


User: [empty]


Value: work_notes



User preferences on Docs


Vijay27
Tera Guru

How can i stop all the data to pass into this live feed message table because in this table i have more than 3 lakhs records are there it is causing the system slowness,Atleast i want to try to stop the data to pass into this table ,i have already created an old data in another duplicate table