Post a message to a record feed

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Use Live Feed to post a message to a record feed.

    Before you begin

    Role required: none

    Procedure

    1. Open the record feed in one of the following ways:
      • From your homepage (must already be following the record)
      • As a team in Live Feed (must already be following the record)
      • From My Live Feed (must already be following the record)
      • From the Live Feed pop-up window
      • From the Live Feed tab on the activity formatter
      • Click the Show Live Feed button (Show Live Feed icon) in the form header.
    2. Compose the message and add images and links.
    3. In the To list, select the record where you want to post the message.
      Note:
      Applies to Live Feed only.
    4. Optional: Select the Work Notes check box to post the message as a work note.
      Only users with access to work notes on the record can post and see work notes. This option is only available for records that have a journal field.
    5. Click Post.
      Note:
      If the record has journal fields for comments or work notes, your message is automatically added to the appropriate field on the record. If the record has a standard text field for comments on the activity formatter, each live post overwrites the field value. Comments added through Live Feed start with #LiveFeed on the activity formatter.