Manage documentation in Feedback application

Capture documents, files, or resources associated with a product idea in the Doc tab.

시작하기 전에

Role required: pf_user

Verify that you have a doc component plug-in​ (com.sn_docs​) installed.

이 태스크 정보

프로시저

1. Create a product idea in the Feedback application.
2. From the Product idea list tab, select the record to open.
3. From the side panel, open the details of the record by selecting the Full Details button.
4. Navigate to the Docs tab.
5. From the Pages section, select Create page.
   

   You can perform these tasks under the Doc tab:

   • Select the more actions menu to delete, duplicate, or create child pages in the pages section.
   • Use the forward slash on the keyboard to open a list of actions, including Mention a user or Mention a record as required.
   • Customize the appearance of your text using the formatting section.
6. Select Save as Template to save your worknotes.