Request Comments

View and send comments to Requests.

Overview

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. All Request participants 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.

  • 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 with 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.

Use a Markdown syntax quick guide for the most commonly used Markdown syntax.

View Comments

Follow these steps to view posted comments to a Request:

  1. Ensure that you are logged on to ProcessMaker Platform.

  2. Click the Requests option from the top menu to see in-progress requests.

  3. From the Case # or Case Title column, click on a request to view the request summary.

  4. Click the Comments icon located at the top right corner. Comments display on the right side of the screen in chronological order. If necessary, click Refresh at the bottom menu to update and view new comments.

Each posted comment contains the following information:

  • Avatar and Name: The user's avatar identifies the sender of each comment. Next to the user's avatar is the person's full name. Click the user's avatar to go to the User Information window.

  • Task Name: The task name where a user is performing an action.

  • Comment: The posted comment appears below the preceding information and may include tagged users. If a comment is a reply, the original comment is highlighted in blue above it.

  • Datetime: The datetime displays when the comment was posted. The time zone is determined by the Time Zone setting of the ProcessMaker Platform instance or the user's profile.

Post or Reply to a Request Comment

Follow these steps to post or reply to a Request comment:

  1. Do one of the following:

    • Post a new Request comment: View the end of the Comments section to locate the Add a comment... field to write and post a new comment to that Request.

  2. From the Write a comment field, enter your Request comment. In the commenting editor, optionally you can use 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: Follow 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, enter four asterisks 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.

    • 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.

  3. Do one of the following to post the comment, otherwise, click Cancel to cancel the comment:

    • Click the Comment button if you are posting a new comment.

    • Click the Reply button if you are replying to a comment.

Edit One of Your Request Comments

Request participants may edit their own comments, but not those posted by others.

Follow these steps to edit one of your Request comments:‌

  1. Locate your posted Request comment to edit.

  2. Edit your comment using the commenting editor as you did when you posted or replied to a comment.

  3. Click the Edit button. The edited comment posts. Otherwise, click Cancel.

Delete One of Your Request Comments

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:‌

  1. Locate your posted Request comment to delete.

  2. Click Confirm and the comment is deleted from the list of posted comments.

Refresh Comments

Follow these steps to refresh Request comments if any user made a new comment while using the Comments feature:

  1. On the bottom right of the Comments section, click the Refresh button. New comments or replies from other users display in the Comments panel.

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