Configure Process Commenting Functions

Edit participant comments of a process request.

Configure Commenting Functions

Configure which commenting functions Request participants may use in Request summaries for a Process.

Form Task elements and Manual Task elements in your Process model may be configured to allow commenting in that element's Tasks. Process configuration commenting allowances do not affect commenting allowances for Tasks. See the following sections:

• Configure commenting allowances for the Form Task element

• Configure commenting allowances for the Manual Task element

All commenting functions are restricted by default. If the Allow Comments commenting function is enabled, then the remaining commenting functions may be configured, but are restricted by default:

• Allow comments: The Process must be configured to allow comments.

• Add reactions to comments: Add emoticon reactions to sent comments in a Request summary if its associated Process is configured to allow it. When emoticon reactions are allowed, each sent comment from that Request summary displays the reaction iconbelow each comment from which a Request participant may click to select an emoticon reaction to a selected comment.
• Allow comment voting: Vote on sent 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 sent comment and provide feedback to the Request participant that sent that comment. When comment voting is allowed, each sent comment from that Request summary displaysandicons below each comment from which to vote favorably or unfavorably to that comment, respectively.
• Allow comment editing: Request participants may edit their own sent comments in a Request summary if its associated Process is configured to allow it. When comment editing is allowed, aicon displays above each comment a Request participant sent to that Task. Theicon does not display above comments for Request participants that did not send that comment.
• Allow comment deleting: Request participants may delete their own sent comments from a Request summary if its associated Process is configured to allow it. When comment deleting is allowed, aicon displays above each comment a Request participant sent to that Task. Theicon does not display above comments for Request participants that did not send that comment.

Package Required

The Comments package must be installed to use commenting functions in Requests for a Process.

Permissions Required

Your user account or group membership must have the following permissions to configure a Process unless your user account has the Make this user a Super Admin setting selected:

• Processes: Edit Processes

• Processes: View Processes

See the Processes permissions or ask your Administrator for assistance.

Follow these steps to configure how to restrict commenting functions in Request summaries from this Process:

1. View your active Processes. The Processes page displays.

2. Click the ellipses icon, and then select the Configure option for your Process. The Configuration tab displays.
3. Click the Comments tab. If commenting for this Process is restricted, which is the default, then the Allow Comments toggle key is disabled.

   

   Comments tab from which to enable or disable commenting in Requests for a Process
4. Toggle the Allow Comments toggle key to allow commenting functions in Requests from this Process. Toggle keys for available commenting functions display. All commenting functions are disabled by default unless they have been previously configured. Commenting functions in Process configuration only affect Requests for this Process; these toggle keys do not affect commenting functions in Form Task elements and Manual Task elements in this Process's model.

   

   Commenting options in the Comments tab
5. Toggle any of the following settings as necessary to allow commenting functionality in this Process's Request summaries:

   • Allow Reactions: Toggle the Allow Reactions toggle key to allow or restrict emoticon reactions in this Process's Request summaries.

   • Allow Voting: Toggle the Allow Voting toggle key to allow voting to sent comments in this Process's Request summaries. Voting allows Request participants to vote on the merits of a sent comment and provide feedback to the Request participant that sent that comment.

   • Allow Comment Editing: Toggle the Allow Comment Editing toggle key to allow or restrict Request participants to edit their own sent comments in this Process's Request summaries.

   • Allow Comment Deletion: Toggle the Allow Comment Deletion toggle key to allow or restrict Request participants to delete their own sent comments in this Process's Request summaries.

6. Click Save.

Related Topics

pageConfigure Process General SettingspageConfigure Screen Translations for a ProcesspageConfigure Process NotificationspageConfigure Process Version HistorypageAssign Vocabularies to a ProcesspageWhat is a Process?