Add Comments to a Business Process Form

When you add a new comment to a business process form, it remains as a draft until you send the form to the next step in the workflow. Comments are editable in the draft stage; you cannot modify the comment after it has been sent to the next step. Comments that are in draft mode can be edited by right-clicking the-comment and clicking Edit. By default, comments you post are automatically hidden; you can deselect the Hide box to make comments public. Private draft comments have the following hidden icon next to them; when the record moves to the next step in the workflow, the hidden icon changes to red .

To add comments to the business process form:

  1. Open a business process record.
  2. Select the main form (Record Details) tab.
  3. From the right pane, select the Comments tab.
  4. Enter your comments in the Comments box.
  5. To add an attachment to a comment from your computer, click Attachment and then select Browse.
    1. Drag and drop files from your computer, or click Browse and navigate to your file.
    2. Select if you want to revise the file automatically if a file with the same name exists.
    3. Click Upload.
  6. To add an attachment from Document Manager, click Attachment and then select Document Manager.
    1. Select a file. You can select the Find on Page icon to help you find a file. You can expand and collapse the document structure to navigate to your file.
    2. Click Select.
  7. Deselect the Hide checkbox to post a public comment.
  8. Click Post.

    Note: The Comments box does not recognize formatting, including line breaks. Even if you press the Enter key to make a new line in the Text Comments section, the final comment will not reflect the new line.

If the Comments tab of the business process form contains any comments, a Comment indicator is displayed. If the tab contains no comments, the right pane is refreshed and the indicator is no longer displayed.

Copying Comments

To copy your comments:

  1. From the Comments tab, right-click a comment and select Copy. A new comment row is created.
  2. Use the Comments box to add or edit the comment.
  3. To add attachments, click Attachment and select Browse or Document Manager.
  4. Click Post.

    Notes:

    • Click an attachment to open it.
    • To download and attachment, select the arrow next to the attachment and select Download.
    • To delete an attachment, select the arrow next the attachment and select Delete.

Last Published Friday, April 11, 2025