ProcessMaker 4.1
ProcessMaker API Documentation
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Request Comments
View and send comments to Requests.

Overview

Commenting Descriptions

Comments allow Request participants to solicit and provide feedback on business decisions throughout a Request:
    Post Request comments: Post comments to the currently displayed Request summary. All Request participants that view that Request's summary see that comment. Write and preview comments using rich text features including but not limited to text styles, images, hyperlinks, and lists. The commenting editor uses Markdown syntax. Request participants may edit and/or delete their posted comments if allowed in a Process's Requests.
    Tag ProcessMaker users in a Request comment: Precede a user's username with the @ symbol to invite that user into the comment thread so that user can participate in the discussion. Upon using the @ symbol and then typing the initial letters of the user to tag, those users that match those initial letters display for selection. After sending the comment with tagged users, those users receive a notification of the comment they were tagged within, and then may select that notification to view that Request comment. Selecting a notification for a tagged comment opens that Request summary that contains the tagged comment. If the tagged user is not a Request participant prior to being tagged in a Request comment, that user becomes a Request participant only for that Request.
    Add emoticon reactions to sent Request comments: Add emoticon reactions to posted Request comments if allowed in a Process's Requests.
    Add votes to sent Request comments: Add votes to posted Request comments if configured for use in a Process's Requests.
Use a Markdown syntax quick guide for the most commonly used Markdown syntax.

ProcessMaker Package Required

The Comments package must be installed to use Request commenting functions.

Process Configuration

For Requests to provide commenting functions, the Process associated with your Requests must be configured to allow the following commenting functions:
    Allow comments: The Process must be configured to allow comments.
    Add reactions to comments: Add emoticon reactions to posted comments in a Request summary if its associated Process is configured to allow it.
    Allow comment voting: Vote on posted comments in a Request summary if its associated Process is configured to allow it. Voting allows Request participants to vote on the merits of a posted comment and provide feedback to the Request participant that posted that comment.
    Allow comment editing: Request participants may edit their posted comments in a Request summary if its associated Process is configured to allow it.
    Allow comment deletion: Request participants may delete their posted comments from a Request summary if its associated Process is configured to allow it.
See Configure Commenting Functions in Configure a Process or ask your Process designer to configure the Process to use comments in its associated Requests.

View Comments in a Request Summary

Ensure the following to view comments for a Request:
Follow these steps to view posted comments to a Request summary:
    1.
    Ensure that you are logged on to ProcessMaker.
    2.
    Do one of the following:
      Click the Requests option from the top menu if it is not currently displayed. The My Requests page displays.
      Click the Home breadcrumb icon
      if the Requests page is not currently displayed. The My Requests page displays.
    3.
    View one of the following Requests pages:
    4.
    Do one of the following:
      From the # column, click the Request number associated with the Process displaying in the Name column to view its summary. This number represents the sequential occurrence of that Process.
      Click the Open Request icon
      for the Request you want to view its comments.
    5.
    Browse the Request history. Request comments display in the Request history in chronological order. The comment icon
    distinguishes comments from actions in the Request history. The comment icon displays for each posted comment except those posted as replies to a comment. If the Process associated with this Request provides additional commenting functionality, you may do the following while viewing a Request comment:
Request comments display in that Request's history in chronological order
Each posted comment contains the following information:
    Avatar: The user's avatar identifies the sender of each comment. Hover your cursor over a user's avatar to view that person's full name.
    Datetime: The datetime displays when the comment was posted to the Request summary. The time zone setting to display the time is according to the ProcessMaker instance unless your user profile's Time zone setting is specified.
    Request number: The Request number displays to the right of the datetime when the comment was posted.
    Comment: The posted comment displays below the preceding information. The comment may contain tagged users, emoticon reactions, and/or votes. If a comment contains replies, click the Load Replies button to display that comment's replies.
    Reply: Click the Reply button to reply to a selected comment. See Send or Reply to a Comment in a Request.
Each posted comment may contain the following ways to provide reaction or feedback to a selected comment depending how the Process associated with that Request is configured to use commenting functions:
    Add a reaction to a Request comment: Click the
    icon to add an emoticon reaction to a selected comment or reply. See Add a Reaction to a Request Comment.
    Add a vote to a Request comment: Click either the
    and
    icon below a selected comment to vote favorably or unfavorably to that comment, respectively. See Add a Vote to a Request Comment.

Add a Reaction to a Request Comment

Ensure the following to add reactions to a posted Request comment:
Follow these steps to add a reaction to a posted Request comment:
    2.
    Click the reaction icon
    below the posted comment to add an emoticon reaction. Available emoticon icons display.
    3.
    Browse for and then select the emoticon reaction to add to the posted comment. The emoticon reaction displays as a new reply to the posted comment.
Emoticon reaction added to a posted Request comment

Add a Vote to a Request Comment

Ensure the following to add votes to a posted Request comment:
Follow these steps to add a vote to a posted Request comment:
    1.
    View the posted comments for a Request. The voting indicators display below each posted comment.
    2.
    Do one of the following:
      Click the
      icon below the comment to vote favorably for it.
      Click the
      icon below the comment to vote unfavorably for it.
    The selected vote indicator displays as a reply to the selected comment and one vote adds to the voting icons below that comment.
Votes added to a posted Request comment

Post or Reply to a Request Comment

Ensure the following to post a comment to a Request:
Follow these steps to post or reply to a Request comment:
    2.
    Do one of the following:
      Post a new Request comment: View the end of that Request's history to locate the Write tab to write and post a new comment to that Request.
      Reply to an existing Request comment: Browse through that Request's history to locate the existing comment to which to reply, and then click the Reply button at the bottom of that Request comment. The Write tab displays below that Request comment.
    3.
    From the Write tab, write your Request comment. Optionally use rich text features such as text styles, images, hyperlinks, lists, code-, and/or quote-styles. The commenting editor uses Markdown syntax. Use a Markdown syntax quick guide for the most commonly used Markdown syntax. Follow these guidelines:
      Text styles, including bold, italics, strikethrough, and code styles: Click a text style button from the commenting editor toolbar. The commenting editor displays both the preceding and following Markdown syntax in the commenting editor. Place your cursor between the Markdown syntax, and then write your text to display in that text style. For example, click the Bold text style button from the commenting editor toolbar. Four asterisks display in the commenting editor: two asterisks to precede your text and two to follow your text since bold-style text in Markdown syntax requires two asterisks both preceding and following text for that style. Alternatively, write your text in plain text, highlight the text to display in a particular text style, and then click that text style's button.
      Add an image: Click the Image button from the commenting editor toolbar. A screen displays to enter the absolute URL to the image to display in the comment. In the Please enter image url setting, enter the image's absolute URL, and then click OK.
      Add a hyperlink: Select the text in the commenting editor to display as a hyperlink, and then click the Link button from the commenting editor toolbar. A screen displays to enter the hyperlink available from the selected text. In the Please enter link setting, enter the hyperlink available from the selected text, and then click OK.
      Tag users in a Request comment: Precede a user's username with the @ symbol to invite that user into the comment thread so that user can participate in the discussion. Upon using the @ symbol and then typing the initial letters of the user to tag, those users that match those initial letters display for selection. After sending the comment with tagged users, those users receive a notification of the comment they were tagged within, and then may select that notification to view that Request comment. Selecting a notification for a tagged comment opens that Request summary that contains the tagged comment. If the tagged user is not a Request participant prior to being tagged in a Request comment, that user becomes a Request participant only for that Request.
    4.
    Optionally, click the Preview tab to preview your currently written comment as it would display after it is posted.
    5.
    Click the Send button. The comment posts.

Edit One of Your Request Comments

Ensure the following to post a comment to a Request:
Request participants may edit their own comments, but not those posted by others.
Follow these steps to edit one of your Request comments:‌
    2.
    Locate your posted Request comment to edit.
    3.
    Click the Edit Comment icon
    on the top right of the posted comment. The commenting editor displays with the posted comment contents.
    4.
    Edit your comment using the commenting editor as you did when you posted or replied to a comment.
    5.
    Click the Update Comment button. The edited comment posts.
Editing a posted Request comment

Delete One of Your Request Comments

Ensure the following to post a comment to a Request:
Request participants may delete their own comments, but not those posted by others. If the comment being deleted has replies, then its replies are also deleted.
Follow these steps to delete one of your Request comments:‌
    2.
    Locate your posted Request comment to delete.
    3.
    Click the Remove Comment icon
    on the top right of the posted comment. The Caution screen displays to confirm the deletion of the Request comment.
    4.
    Click Confirm and the comment is deleted from the list of posted comments.

Related Topics

Last modified 3mo ago