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Conversations are online discussions that can take place in real time or at your convenience. In Oracle Social Network, many kinds of Conversations are available to you. For example, you can create Conversations that any logged-in person can join (public Conversations), that only a defined membership can see (members-only Conversations), that only you and one other person can see (One-on-One Conversations), or that only you can see (private Conversations).

These topics describe the kinds of Conversations you can create and participate in and step you through creating and participating in them:

Conversation Basics

This section provides basic information about Conversations in Oracle Social Network. For example, it describes Conversation types and other object types that support Conversations, like Collections and scoped Social Objects. It includes the following subsections:

What is the Conversations page?

The Conversations page provides a list view of all Conversations you have access to. its features include:

  • A list of Conversations: the ones you're a member of and the ones you can join

    Tip: Click the Conversation name to navigate to the Conversation.

  • The total number of messages and the number of those you haven't read yet

    Tip: Clicking the number of unread messages marks all of those messages as read.

  • A star icon for marking the Conversation as a favorite

  • The last time the Conversation was updated and the person who updated it

Move your mouse pointer over a listed Conversation to show controls for marking all of that Conversation's messages as read and for muting the Conversation.

What filtering options are available on the Conversations page?

The Conversations page provides filters that enable you to show:

  • The Conversations you're a member of (Yours)

  • The public Conversations you can join (Available)

  • All the Conversations you have marked as a favorite (Favorites)

  • All the Conversations you have muted (Muted)

Once you have picked a main filter, two additional filters—Open and Closed—let you see the active (Open) or inactive (Closed) Conversations in that view.

What sorting options are available on the Conversations page?

The options on the Sort menu change with any filter you apply to the page. For most sorting options, you can arrange the result into ascending or descending order.

Sorting options include:

  • Name—Arranged alphabetically by the name of the Conversation

  • Last Updated—Arranged by date a Conversation was last updated

  • Active Users—Arranged by number of currently active users in the Conversation

  • Total Posts—Arranged by number of messages in the Conversation

  • Unread Posts—Arranged by number of unread messages in the Conversation

How can I open a Conversation from the Conversations page?

On the Conversations page, click the name of a Conversation to open a detailed view of it.

What is the Conversation Membership Bar?

In a detailed view of a Conversation, you can see its members on the Conversation Membership Bar at the top of the page. Click a member's picture to open a menu showing that person's status and offering options for starting a One-on-One Conversation, adding or removing them as a contact, removing them from the Conversation, and viewing their profile.

For more information, see:

What types of Conversations can I have?

You can have a private Conversation that is open only to you, members-only Conversations for just the people who are explicitly added, public Conversations that any user can discover and join, and One-on-One Conversations that are just between you and one other person.

Conversations are also associated with Social Objects, Collections, Profiles, and Groups. Such Conversations are referred to as Walls, though they behave for the most part like any other Conversation.

Other useful terms are Open Conversations, Closed Conversations, Standalone Conversations, Related Conversations, One-on-One Conversations and Scoped Conversations

How can I manage a long list of Conversations?

A few tools are available to help you to manage an ever-lengthening list of Conversations:

How can I manage very long Conversations?

Over time, some Conversations may have very large numbers of messages that make them inefficient and slow to load. Also, Conversation topics may change or branch into multiple areas. You can manage Conversations like these by creating one or more new Conversations from the originals.

You can create new Conversations from existing ones, and, by doing this, include links to and from the original Conversation. Branching off of an original Conversation also lets you bring that Conversation's membership along or revise it. For more information, see "How do I create a new Conversation from an existing Conversation?"

Is there a way to see all unread messages in one place?

Yes! The Overview page has an Unread filter that sorts a list of recently updated Conversations from most to fewest unread messages (Descending) or fewest to most (Ascending).

The Sort by menu on the Conversations page has an Unread Posts option that sorts the list of Conversations from most to fewest unread messages (Descending) or fewest to most (Ascending).

Each Conversation shows a count of total messages and total unread messages. These counts are available on the Conversations page and in a detailed view of a Conversation.

Tip: Click the number of unread messages to mark them all as read.

Conversations

This section describes how to work with Conversations in Oracle Social Network. It includes information about creating, closing, and deleting Conversations; adding and removing members; and performing Conversation-related tasks, such as renaming, specifying a language, and obtaining a Conversation URL. This section includes the following subsections:

How do I join a members-only Conversation?

To become a member of a members-only Conversation, a current member must add you or a group you belong to, to the Conversation. Or you must start the Conversation yourself, and then add members. For more information, see "How do I start a Conversation?" and "How do I add people to a Conversation?"

How do I join a public Conversation?

  1. On the Conversations page, click the Available filter to show public Conversations.

  2. Click the Conversation you want to join to open it.

  3. At the top of the page, click the Join button.

  4. Click OK in the confirmation dialog.

How do I start a Conversation?

  1. On the Overview or Conversations page, click the New Conversation button.

  2. Click the title field to open it in edit mode (the default is "New Conversation").

  3. Enter a title for the Conversation, and click the Save button.

    Save icon
  4. Add members.

    For more information, see "How do I add people to a Conversation?"

  5. Enter text in the message field or click the Write a message in a rich text editor button, and enter text in the Note Editor.

    New Note icon
  6. Click Post.

How do I open a standalone view of a Conversation?

Standalone mode shows a Conversation on its own, without navigation to other locations in your Oracle Social Network instance.

  1. Open the Conversation you want to access in standalone mode.

  2. From the More menu, select Conversation URL.

  3. In the resulting dialog, click the Open in New Window button.

How do I bring others into a standalone Conversation?

You bring others into a standalone Conversation by sending them a link to the standalone view of the Conversation. Note that the people you send the link to must already be members of the Conversation; otherwise, they'll simply see an error message when they try to access the Conversation. For more information, see "How do I get the URL of a Conversation?"

For information about adding people to a Conversation, see "How do I add people to a Conversation?"

How do I create a new Conversation from an existing Conversation?

  1. In the Conversation, click the Create a new Conversation button (below the message field).

    Create Conversation button
  2. In the Create New Conversation dialog:

    • Enter a name for the Conversation.

    • Optionally, enter a description of the Conversation.

    • Select members.

    • Click OK to save your changes and open the new Conversation.

    When you finish the action, a message with a link to the new Conversation is added to the originating Conversation. And a link to the originating Conversation is added to the new Conversation.

How do I start a new Conversation with a group?

  1. Open the People & Groups page.

  2. Select a filter under Groups:

    • Yours—To show all the groups you're a member of

    • Favorites—To show all the groups you have marked as a favorite

    • Muted—To show all the groups you have muted

  3. Move your mouse pointer over the group, and click More.

  4. From the resulting menu, select Start a Conversation.

    A new Conversation opens, populated with all members of the selected group.

How do I create a scoped Conversation?

Not all deployments of Oracle Social Network include scoping Social Objects—the type of object you need to create scoped Conversations. If you don't know whether your instance has scoping Social Objects, ask your application administrator.

  1. Open a scoping Social Object.

  2. Next to Scoped Conversation, click the Add button and select Create and add a new Conversation to open a new Conversation.

    Add button
  3. Continue as you would with any other Conversation.

For more information, see "How do I start a Conversation?", "Scoping Social Objects", and "Scoped Conversations".

How do I view just the Conversations I am a member of?

You can view just the Conversations you're a member of by going to the Conversations page and clicking the Yours filter.

How do I find the Conversations I can join?

You can view the Conversations you can join (public Conversations) by going to the Conversations page and clicking the Available filter.

How can I be notified when I'm added to a Conversation?

  1. From the Actions menu at the top of the page, select Settings to navigate to your settings pages.

  2. Open the Notifications page.

  3. Select the option Send me an email when someone, and then select Adds me to a Conversation, collection, or other item.

  4. Click Save Changes.

How do I make a public Conversation members-only?

When you make a public Conversation members-only, anyone who has already joined the Conversation is kept as a member.

  1. Open a public Conversation that you have joined.

  2. From the More menu, select Limit Conversation Visibility.

  3. In the confirmation dialog, click Yes.

  4. If you like, edit the members list.

    For information about editing a list of members, see "How do I add people to a Conversation?" and "How do I remove a person or a group from a Conversation?"

How do I make a private or members-only Conversation public?

When a Conversation is public, any logged-in user can join it.

  1. Open a private or members-only Conversation.

  2. From the More menu, select Make Conversation Publicly Available.

  3. In the confirmation dialog, click Yes.

What happens when I mute a Conversation?

  • Muting affects only your view of a Conversation.

  • Muting hides a Conversation from your view of the Conversations page when the filter Yours or Favorites is selected.

  • Muted Conversations don't appear on a collection's or Social Object's list of Conversations nor on the list of Conversations a group belongs to. These relationships continue, however. Once unmuted, a Conversation reappears on these lists without any more action on your part.

  • Messages posted to a muted Conversation don't appear on your view of the Overview page or in your daily email digest. But note that follow-ups assigned on a message in a muted Conversation do appear in your daily email digest (for information about the daily email digest, see "How do I set up my notifications?").

  • You can continue to post messages to a muted Conversation.

How do I mute a Conversation?

  1. Go to the Conversations page, and move your mouse pointer over the Conversation you want to mute.

  2. Click Mute.

Another way to do this: In a detailed view of a Conversation, open the More menu and select Mute Conversation.

How do I unmute a Conversation?

  1. Go to the Conversations page, and select the Muted filter.

  2. Move your mouse pointer over the Conversation you want to unmute.

  3. Click Unmute.

Another way to do this: In a detailed view of a Conversation, open the More menu and select Unmute Conversation.

How do I minimize my view of a Conversation?

You can view and contribute to multiple Conversations at once by viewing them in minimized view. You can participate in one Conversation in full view, while also monitoring and participating in another Conversation in minimized view.

Note that Conversation features are limited in minimized view. You can click a link to view a document preview and you can post messages and comment on a message. Other features, like posting a document, are not available in minimized view.

  1. Go to the Conversation you want to minimize.

  2. From the More menu, select Open in minimized view.

    The Conversation opens in a minimized window at the bottom of your screen.

Is there a way to save a Conversation to a file?

Yes! You can save a Conversation to a Zip archive file, and then unzip the file to your local drive. The Zip file (named after the Conversation) contains all Conversation content, including messages, comments, and files in an HTML file (named index.html), with all Conversation members listed first.

Click a listed name to go to that person's profile in your browser instance of Oracle Social Network. Click a document to open it from a documents folder that is also included in the Zip file.

How do I create an archive file of a Conversation for viewing offline?

  1. Go to the Conversation you want to view offline.

  2. From the More menu, select Download.

  3. In the resulting system message, select to open or save the Zip file.

How do I rename a Conversation?

  1. Open the Conversation, and click its name to open the name in edit mode.

  2. Edit the name, and click the Save icon.

    Save icon

How do I get the URL of a Conversation?

From a Conversation's More menu, select Conversation URL, and copy the URL from the resulting dialog. Or:

  1. From the More menu, select Conversation URL.

  2. In the resulting dialog, click Open in New Window.

  3. In the new browser window, copy the URL.

Both methods get the URL for a standalone version of the Conversation. For more information, see "Standalone Conversations" and "How do I open a standalone view of a Conversation?"

What is affected when I change a Conversation's language?

When you change a Conversation language, new system messages, like The Conversation attributes changed, appear in the selected language. System messages that were present before the language change continue to appear in the language that was in place when they were posted. Messages and files posted to the Conversation are unaffected. They appear in the language that was used to write them.

The language used for user interface elements like field labels, button labels, dialog box names, banner headings, and other user interface elements, is determined by your preference settings. For more information, see "How do I select a default language for my view of Oracle Social Network?"

Selecting a Conversation language affects all members' views of the Conversation.

How do I change a Conversation language?

  1. Go to the Conversations page, and open the Conversation.

  2. From the More menu, select Language.

  3. Select a language from the Language dialog.

  4. Click OK.

How do I close or end a Conversation?

  1. On the Conversations page, open the Conversation you want to close.

  2. From the More menu, select Close Conversation.

  3. Optionally, in the Close Conversation dialog enter closing remarks.

    This can include anything, for example, a Conversation summary, a reason for closing the Conversation, a link pointing to a new Conversation you now want people to use (see "How do I get the URL of a Conversation?"), or anything else.

  4. Click the Close button.

How do I open a closed Conversation?

  1. On the Conversations page, apply the Closed filter.

  2. Click the Conversation to view its details.

  3. From the Conversation's More menu, select Reopen Conversation.

  4. In the confirmation dialog, click Yes.

What should I think about before I delete a Conversation?

You can delete any private Conversation because you're the only member. You can make any Conversation private by limiting its visibility and removing all other members.

When a Conversation has multiple members or is public, you can't delete it, but you can close it. For more information, see "How do I close or end a Conversation?"

Deleted Conversations are removed from all collections and Social Objects they're related to.

It's possible to restore a deleted Conversation, but an application administrator must do this for you.

Note: All content is retained on the system for legal or forensic purposes, but there's no direct way in the Oracle Social Network application to recover a deleted Conversation.

How do I delete a Conversation?

  1. On the Conversations page, click the Conversation to open it.

  2. Remove all other Conversation members except yourself.

    See "How do I remove a person or a group from a Conversation?"

  3. Click the Discard button at the top of the page.

  4. In the confirmation dialog, click OK.

  5. Refresh your browser.

Members

This section describes how to add and remove Conversation members. It includes the following subsections:

Who can I add to a Conversation?

When you add members to a Conversation, you can select from registered and unregistered people and from groups.

Unregistered people are present in your company's LDAP directory but have never logged in to Oracle Social Network. When you add unregistered people to a Conversation, they receive an invitation through email to join Oracle Social Network. Unregistered people are also returned as search results when you search for people or groups in the Add Members dialog.

When you add members to a scoped Conversation, your selection is limited to those people and groups included in the scope. For more information, see "Scoped Conversations".

Deactivated people or groups cannot be added to a Conversation.

How do I add people to a Conversation?

  1. On the Conversations page, click the name of a Conversation to open it.

  2. Click the Add People button to open the Update Members dialog.

  3. Optionally, adjust the visibility of the Conversation:

    • Only visible to members—Select to limit this Conversation to members-only.

    • Visible to any user—Select to make this Conversation a public Conversation.

  4. Select people and groups in the Groups and Contacts column on the left.

    • Use the search field under Membership to find people or groups.

    • Use Ctrl+Click to select more than one person or group.

  5. Click the right arrow to add your selection to the right column

  6. Click Save.

How do I remove a person or a group from a Conversation?

A quick way to remove a person from a Conversation is to click their picture in the Conversation Membership Bar, and select Remove from Conversation from the resulting menu.

To remove both people and groups:

  1. Go to the Conversations page, and click the name of the Conversation to open it.

  2. Click the Add People button to open the Update Members dialog.

  3. In the members column on the right, select the people or groups to remove.

    Use Ctrl+Click to select more than one person or group.

  4. Click the left arrow to move your selection out of the column, and click Save.

  5. In the confirmation dialog, click Yes.

How do I remove myself from a Conversation?

Once you remove yourself from a private or members-only Conversation, you can't add yourself back. But you can ask another Conversation member to do this for you. You can rejoin a public Conversation any time.

If you were added to the Conversation as part of a group, you can't remove yourself directly from the Conversation. You may be able to remove yourself from the group, which also removes you from all Conversations the group belongs to. For more information, see "How do I remove myself from a group?"

  1. On the Conversations page, click the name of the Conversation to open it.

  2. Click your picture in the Conversation Membership Bar, and select Remove from Conversation.

  3. In the confirmation dialog, click Yes.

Messages

This section describes how to add messages, notes, and files to a Conversation and how to revise or remove that content. It includes the following subsections:

How do I specify that I press Enter or click Post to post messages?

You can set up this behavior through your preferences. For more information, see "How do I specify the way I prefer to post messages?"

How do I view Conversation messages?

  • Click the Conversation's title wherever you see it to open a detailed view of the Conversation.

  • When you see a message on the Overview page, you can click it to navigate right to the Conversation.

  • When you see a message in the Social Bar, you can click it to navigate right to the Conversation.

What do the symbols next to the message time stamp mean?

When a message is posted from a source other than your browser instance of Oracle Social Network, an icon indicates where the message was posted from:

Table 3-1 Message Source Symbols

Symbol Description

Message Source Indicator icon: email

Message posted from email

Message Source Indicator icon: phone

Message posted from a phone

Message Source Indicator icon: tablet device

Message posted from a tablet device

Message Source Indicator icon: Outlook add-in

Message posted from the Outlook add-in

Message Source Indicator icon: browser, edited

Message has been edited

Click this icon to view earlier versions of the message. For more information, see "Is there a way to view a message's edit history?"


How do I add a message to a Conversation?

  1. On the Conversations page, click the Conversation title to open a detailed view.

  2. Enter a message in the message entry field, and click Post.

How do I add a richly formatted message to a Conversation?

  1. On the Conversations page, click the Conversation title to open a detailed view.

  2. Click the Write a message in a rich text editor icon below the message entry field to open the Note Editor.

    New Note icon
  3. Enter and format content in the Note Editor.

  4. Click Post.

How do I edit a message?

In an active (open) Conversation, you can edit any message you posted.

  1. On the Conversations page, click the Conversation title to open a detailed view.

  2. Go to the message to edit, and click the Edit Message icon.

    Edit Message icon

    An editable field opens that contains a copy of the message.

    Optionally, click the Write a message in a rich text editor button to open the message in a rich text editor.

    New Note icon
  3. Revise the message.

  4. Click Save to post the revised message.

    If you opened the Note Editor, instead, click Post.

Is there a way to view a message's edit history?

Yes! All edited messages show a View Changes icon next to the message's time stamp.

View Changes icon

Click this to see a message's change history and to open the message for editing.

How do I add a file to a Conversation?

This section describes how to upload a file from the Messages tab of a Conversation. You can also upload files from the Conversation's Documents tab and from the Documents page (see "How do I upload a file from the Documents page?")

  1. On the Conversations page, click the Conversation to open it.

  2. Click the Add Document button below the message field.

    Add Document button
  3. Click the Select Files button to navigate to and select one or more files.

  4. For each file, you can leave the default at New Document or select to replace another file with this newer version.

  5. Optionally, for each file, select whether to allow downloading and sharing:

    • Allow document to be shared to allow people to share the document with other Conversations and walls.

    • Disable download and share to prevent anyone from downloading or sharing this document with other Conversations and walls.

  6. Optionally, for each file click Add Comment to add a comment to post with the file.

  7. Click Start Upload.

How do I add a reference to another Oracle Social Network item to a Conversation?

Your browser instance of Oracle Social Network provides a simple shortcut for adding a link to an item, like a Conversation, Social Object, document, or other item.

  1. On the Conversations page, click the Conversation to open it.

  2. Click the Link to a Conversation, Document or Social Object button to open the Insert Reference dialog.

    Link to a Conversation or document button
  3. Select a source, either: Recent Items, Viewed Documents, Favorites, or Search.

    • Recent Items—To select from Oracle Social Network items you've visited recently

    • Viewed Documents—To select from files you've opened recently

    • Favorites—To select from items you've marked as a favorite

    • Search—To search for an item

  4. Select the item you want to refer to.

  5. Click Insert to add a link to your selection to the message field.

  6. Optionally, enter text before or after the reference link.

  7. Click Post to post the reference to the Conversation.

How do I find unread messages in a Conversation?

Unread messages are marked with a blue dot.

Unread icon

Scroll through the Conversation to find them.

How do I mark a message as read?

  1. On the Conversations page, click the Conversation to open it.

  2. Scroll to an unread message (marked with a blue dot).

    Unread icon
  3. Click the dot to dismiss it and mark the message as read.

Where can I mark all messages as read?

In your browser instance of Oracle Social Network, wherever you see the number of unread messages in the center of a blue box you can click that box to mark all unread messages in that Conversation as read.

Number of unread messages

The number of unread messages appears on the Overview, Conversations, and Conversation detail pages, and in search results.

You can also mark all messages as read:

Note: While the first three options mark all messages in a selected Conversation as read, the final option, your preferences, marks all messages in all Conversations as read.

How do I mark all messages as read on the Conversations page?

In your browser instance of Oracle Social Network, wherever you see the number of unread messages in the center of a blue box you can click that box to mark all unread messages in that Conversation as read.

Number of unread messages

You can also use a link to mark all messages in a Conversation as read:

  1. Go to the Conversations page.

  2. Move your mouse pointer over the Conversation you want to mark as read.

  3. Click Mark All Read to mark all messages in the Conversation as read.

How do I mark all messages as read in a Conversation?

Each Conversation has a Mark all messages as read option on the Conversation's More menu at the top of the page.

You can also click the number of unread messages next to the Messages tab to mark all of a Conversation's messages as read and to reset this number to zero.

How do I mark all messages as read on my profile wall?

Your profile has a Mark all messages as read option on its More menu at the top of the page.

You can also click the number of unread messages next to the Wall tab to mark all messages on your wall as read and to reset this number to zero.

How do I hide or show membership messages in a Conversation?

By default, membership messages are hidden in Conversations. If you changed the default, and you want to hide them again, this section describes how to hide as well as how to show membership messages in an individual Conversation.

Through your preferences, you can also hide or show membership messages in all Conversations. For more information, see "How do I hide or show all membership messages in all Conversations?"

Note: Your selection to show or hide a Conversation's membership messages, whether on a given Conversation or on all Conversations, affects only your view.

  1. On the Conversations page, click the Conversation to open it.

  2. From the More menu, select Hide Membership Messages.

    To show new member messages, repeat this process, and instead select Show Membership Messages.

How do I delete a message or a note?

In an open Conversation, you can delete any message, no matter who posted it. Once a message is deleted, it cannot be easily recovered. In such an open system, you must take care to be certain that the content you are deleting is what you intend.

Note: All content is retained on the system for legal or forensic purposes, but there's no direct way in the Oracle Social Network application to recover a deleted message or note.

  1. On the Conversations page, click the Conversation to open it.

  2. Go to the message to delete, and click its Remove icon.

    Remove icon
  3. In the confirmation dialog, click OK.

    The message or note is removed, and a message saying it was removed is added to the Conversation where the message used to be.

Comments

This section describes how to add, revise, and remove comments on Conversation content. It includes the following subsections:

How do I comment on a message?

  1. Go to the message you want to comment on.

  2. Click the message's Reply link to open a field for entering comments.

  3. Enter your comment.

  4. Click Post when you're done.

Who sees my comments?

The other members of a Conversation can see your comments when they view the Conversation, when they view recent activities on the Overview page, and when they view Recent Activity in the Social Bar.

In a public Conversation, everyone who joins the Conversation can see your comments.

You can also visit other people's profiles and, provided you're following them, comment on the messages posted to their walls. Everyone, whether following or not, can see your comments. (For information about following someone, see "What does it mean to follow someone?")

How do I edit a message, note, or comment?

You can edit your own messages, notes, and comments, but no one else's.

  1. Go to the message, note, or comment, and click the Edit Message icon.

    Edit Message icon

    An editable field opens that contains a copy of the message.

    Optionally, click the Edit this message in a rich text editor button to open the message in a rich text editor.

    Rich Text Editor icon
  2. Click Post to save and post your changes.

You can view earlier versions of edited messages, notes, and comments. For more information, see "Is there a way to view a message's edit history?"

How do I delete a message, note, or comment?

Oracle Social Network is an open system, where anyone can delete anyone else's messages and comments.

  1. Go to the item you want to delete, and click its Remove icon.

    Remove icon
  2. In the confirmation dialog, click OK.

    The message is removed, and a message saying that you have removed content is posted in its place.

One-on-One Conversations

This section describes Oracle Social Network's One-on-One Conversation feature, including how to start, add comments to, add files to, leave, minimize and maximize, and clear a One-on-One Conversation. This section includes the following subsections:

How does a One-on-One Conversation work?

Starting a One-on-One Conversation creates a Conversation between you and one other person in a minimized view at the bottom of your screen.

If you like, you can expand the minimized view into a full Conversation window, though it continues as a One-on-One between you and one other person.

Once you leave a One-on-One Conversation, you can return to it by starting another One-on-One with the same person or by opening the One-on-One from the Conversations page. Your One-on-One Conversation history from previous sessions is retained.

It's possible to clear the minimized One-on-One Conversation window, and start fresh, but the original One-on-One history is still retained in full view. For more information, see "How do I clear content from a minimized view?"

How do I start a One-on-One Conversation?

  1. To start a One-on-One Conversation:

    Or

    Or

    • In a Conversation Membership Bar, click a member's picture, and select Start a Conversation from the resulting menu.

  2. In minimized view, add text to the bottom pane, and press Enter to post.

How do I comment on a message in a One-on-One Conversation?

  1. In the minimized window, move your mouse pointer over the message you want to comment on to show the Reply icon.

    Add a comment icon
  2. Click the icon to open a comment entry field.

  3. Add your comment, and press Enter to post it.

How do I add a document to a One-on-One Conversation?

To add a document to a One-on-One Conversation, first view the One-on-One as a full Conversation. Once in the full view, you can add a document as you would to any other Conversation. For more information, see:

In minimized view, documents appear as hyperlinks. Clicking a document hyperlink in minimized view takes you to a full preview of the document.

How do I view a One-on-One Conversation in a full-screen view?

From the Settings menu on the banner, select See Full Conversation, to open the Conversation in full-screen view.

Settings menu icon on quick-view banner

Note: For information about minimizing your view of a One-on-One Conversation, see "How do I minimize my view of a Conversation?"

How do I clear content from a minimized view?

To clear content from a minimized view, select Clear Window from the Settings menu on the banner.

Settings menu icon on quick-view banner

When you clear the minimized view, you aren't deleting earlier messages, but you are clearing them from the minimized view of the One-on-One Conversation for this session (the entries you clear now will reappear in future sessions). You can see the One-on-One Conversation in full view, including the content you cleared from minimized view, using the See Full Conversation option on the Settings menu (see "How do I view a One-on-One Conversation in a full-screen view?").

How do I collapse/expand a minimized view?

To collapse the minimized view of a Conversation, click its banner. This collapses the view to a gray title bar that appears at the bottom of your screen.

If other people post messages to the Conversation, the banner turns blue and shows the number of new messages in parenthesis.

To expand a collapsed view, click the banner again.

How do I leave a One-on-One Conversation?

Click the Close icon on the banner.

Close icon on a quick-view banner

Collections

This section describes collections and provides information about how to use them. It includes the following subsections:

What are collections?

Collections are easy-access lists that you create for Conversations that share a common focus, goal, or subject. People looking for content about some subject can go to a collection for easy discovery of and access to all the Conversations related to that subject.

All Conversations included in a collection are linked for easy navigation to the Conversation's detailed view.

For more information, see the topics under "Collections".

What is the Collections page?

The Collections page provides a way to add to and manage collections of related Conversations.

A collection is a grouped list of Conversations that share a common focus. You can use collections to organize Conversations into meaningful and easily accessible lists.

On the Collections page, you can use filters to see all of the collections you're a member of (Yours) or all public collections that are available to you to join (Available). You can also filter your view to see all collections you've marked as a favorite (Favorites) or all collections you've muted (Muted).

You can view the details of a collection by clicking its name on the Collections page.

For more information, see "Why should I organize Conversations into a collection?"

What can I do on the Collections page?

  • Create a new collection

  • Mute and unmute a collection

  • Mark all messages on a collection's wall as read

  • View counts of all messages and unread messages on each collection's wall

  • Mark a collection as a favorite

  • See who created a collection

  • See the date and time a collection was last updated

  • Apply filters to view:

    • Yours—All collections you belong to

    • Available—All public collections you can join

    • Favorites—All collections you have marked as a favorite

    • Muted—All collections you have muted

What can I do in the detailed view of a collection?

  • Add new or existing Conversations to the collection

  • Post messages, comments, documents, and references on the collection's wall

  • Select a tab to show:

    • Wall—The collection's wall

    • Conversations—A list of all Conversations included in the collection

    • Documents—A list of all files uploaded to the collection's wall

    • Gadgets—A list of all gadgets available to the collection

  • View and edit the collection's membership

Why should I organize Conversations into a collection?

As the list of Conversations on the Conversations page grows, it may be useful to create lists of Conversations that center around common topics, projects, or issues. Such a list is called a collection. All Conversations in a collection are easily accessible from one location: the collection.

You can give the collection a meaningful name so it's easy to understand its purpose. You can add messages, comments, documents, and gadgets to the collection's wall—just as you would to a Conversation—and flag any of these for follow-up. You can also mark a collection as a favorite to make it even easier to find.

Like Conversations, you can mute a collection and mark all unread messages on the collection's wall as read.

You can keep the collection to yourself, or develop its membership so that your team or all people who hold a stake or participate in the outcome can access it. You can add the same Conversation to multiple collections.

For more information, see "How do I create a collection of related Conversations?"

How do I create a collection of related Conversations?

  1. Go to the Collections page, and click New Collection to create a new collection.

  2. Replace the default name, New Collection, with a meaningful name that describes the purpose, common interest, or organizing principle of the collection.

  3. Click the Save button next to the new name to save your change.

    Save icon
  4. Add Conversations to the collection.

    For more information, see "How do I add an existing Conversation to a collection?" and "How do I add a new Conversation to a collection?"

  5. Add members to the collection.

    For more information, see "How do I add members to a collection?"

  6. Add messages to the collection's wall.

    For more information, see "How do I add a message to a Conversation?"

  7. Optionally, add gadgets to the collection.

    For more information, see "How do I publish a gadget so others can use it?"

How do I add an existing Conversation to a collection?

  1. Go to the Collections page, and click a collection to open it.

  2. Click the Conversations tab to bring it forward.

  3. Click the Add Existing Conversation button to open the Select Item dialog.

  4. Select the source of the Conversation:

    • Click Recent Items to select from Conversations you visited recently.

    • Click Favorites to select from Conversations you marked as a favorite.

    • In the search field, enter the name of a Conversation and press Enter.

  5. From the results, select a Conversation and click Select to add your selection to the collection's list of Conversations.

How do I add a new Conversation to a collection?

  1. Go to the Collections page, and click a collection to open it.

  2. Click the New Conversation button to open the Create New Conversation dialog.

  3. Under Create New Conversation, enter a name for the new Conversation.

  4. Optionally, under Membership, select new members to add.

  5. Click OK to create and navigate to the new Conversation.

What happens when I mute a collection?

  • Muting affects only your view of the collection.

  • Muting a collection hides it from your view of the Collections page when the filter Yours or Favorites is selected.

  • None of the messages or content posted to a muted collection's wall appears in your view of the Overview page or is reported in your daily email digest.

  • Muting affects only the messages on a collection's wall and doesn't affect any of a collection's listed Conversations. (For information about muting a Conversation, see "How do I mute a Conversation?")

How do I mute a collection from the Collections page?

  1. Go to the Collections page, and apply either the Your or Favorites filter.

  2. Move your mouse pointer over the collection, and click Mute.

    The collection is removed from your view, and placed on the list of muted collections. Notifications concerning the muted collection's activity stop.

How do I mute a collection in its detailed view?

  1. Go to a detailed view of the collection.

  2. Select the Wall tab.

  3. From the More menu, select Mute Collection.

How do I unmute a collection?

  1. Go to the Collections page, and apply the Muted filter.

  2. Move your mouse pointer over the collection you want to unmute, and click the Unmute link that appears.

How do I mark a message as read on a collection wall?

Click the blue dot to the left of a message to remove the dot.

How do I mark all messages as read on a collection wall?

  1. Open the collection.

  2. Click the Wall tab.

  3. From the More menu, select Mark all messages as read.

How do I mark all messages as read on a collection wall from the Collections page?

  1. Go to the Collections page.

  2. Move your mouse pointer over the collection, and click Mark All Read.

How do I make a collection publicly available?

A public collection is available for anyone to join. You can see a list of public collections by applying the Available filter to the Collections page.

  1. Go to the Collections page, and click a collection to open it.

  2. From the More menu, select Make Collection Publicly Available.

  3. In the confirmation dialog, click Yes.

How do I join a collection?

On the Collections page, you can apply the Available filter to see a list of all the collections that are available for you to join.

  1. Go to the Collections page, and apply the Available filter.

  2. Click the collection you want to join to open it.

  3. Click the Join button at the top of the collection.

  4. Click OK in the notification dialog.

How do I add members to a collection?

  1. Open a collection.

  2. Open the Wall, Conversations, or Documents tab.

  3. Click the Add People button to open the Update Members dialog.

  4. Select a visibility option:

    • Only visible to members—Only members of this collection can see it on the Collections page.

    • Visible to any user—Anyone who is logged in can see this collection on the Collections page.

  5. Select from the Groups and Contacts column, and click the right arrow to add your selection to the right column.

    Use Ctrl+Click to select more than one person or group.

  6. Optionally, use the search field under Membership to find people and groups.

  7. Click the name in the search results to add it to the right column.

  8. Click Save to close the dialog.

Can all members of a collection see all of its Conversations?

No, collection members can see only the Conversations they can access. For example, Jane has access to the Conversations Incident Reports, Incident Statistics, and Incident Cost Analysis. Jane's coworker John has access to only the Incident Reports Conversation.

All of the incidents Conversations are part of the collection Incidents. Jane and John are both members of this collection.

In the Incidents collection, John can see only the Conversation Incident Reports, while Jane can see Incident Reports, Incident Statistics, and Incident Cost Analysis.

How do I remove members from a collection?

A quick way to do this is to go to the collection, click a profile picture under n Members, and select Remove from Collection from the resulting menu. Here's another way:

  1. Open the collection with members you want to remove.

  2. Click the Wall, Conversations, or Documents tab.

  3. Click the Add Members button to open the Update Members dialog.

  4. In the right column, select the groups and members you want to remove.

    Use Ctrl+Click to select more than one person or group.

  5. Click the left arrow to move your selection to the left column.

  6. Click Save.

  7. In the confirmation dialog, click Yes.

How do I remove a Conversation from a collection?

Removing a Conversation from a collection, removes the Conversation from the collection's list of Conversations. The removed Conversation still exists and remains on the lists of any other collection it belongs to.

  1. Go to the Conversation you want to remove.

  2. In the right column under Referring, move your mouse pointer over the collection to remove, and click the Remove icon.

    Remove icon
  3. In the confirmation dialog, click Yes.

How do I rename a collection?

  1. Open the collection you want to rename.

  2. Click the name of the collection to open it in edit mode.

  3. Make your change, and click Save.

    Save icon

How do I get a collection's URL?

  1. Open a collection.

  2. Select either the Conversations or Wall tab.

  3. From the More menu, select Collection URL.

  4. In the resulting dialog, click Open in New Window.

  5. Copy the URL from the browser's address field.


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