How do I add a referring item to a Conversation?

This action creates a relationship between the Conversation and the item you select, making it easy to navigate between the two. You can add an existing item or add a new one.

  1. Open the Conversation.
  2. Tap View menu button in the action bar to display the view menu, then tap Referring.
  3. Tap Add related button to open the Add Related dialog.

    Tip: Tap View menu button to choose between Recent, Favorites, or Search to find the collection or Social Object.

  4. Tap the collection or Social Object to add.

    Alternatively, you can create a new collection. Tap New collection button in the action bar, enter a new name for the collection, then tap OK.