Initiate a chat from Sidebar in Parallel Review and Feedback

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Initiate a Sidebar chat to collaborate among different stakeholders to brainstorm solutions, clarify details, or coordinate actions regarding the feedback received.

    Before you begin

    Role required: sn_rvw_feedback.reader

    Procedure

    1. Navigate to All > Risk > Risk Workspace.
    2. Select the list list icon. icon.
    3. From the list, navigate to Parallel Review and Feedback and select Feedback.
    4. Open the Feedback that you want to discuss.
    5. Select Discuss.
      The Start a Sidebar discussion dialog box appears.
    6. To initiate Sidebar discussion from the record side-panel, open the record that you want to discuss and do the following:
      1. In the side-panel, select the list side panel list icon. icon.
      2. Select the feedback.
      3. Select the More actions More actions icon. icon on the feedback, and select Discuss.
    7. In the Start a Sidebar discussion dialog box, fill in the fields as appropriate.
      Table 1. Start a Sidebar discussion
      Field Description
      Subject Option to provide a title for the sidebar discussion.
      Add participants Options to add participants for the sidebar discussion.
      Note:
      You can include any users with access to this record in this discussion.
      Include a brief message for participants Brief summary about the feedback to be discussed in the sidebar discussion.
    8. Select Start discussion.