Adding and Managing Comments
Business processes (BPs) provide a general comments section that allows you to add text comments that are like notes that accompany the BP but do not become part of it. When you receive a BP record for review that includes Form Documents, all files uploaded within the form are displayed and available for review (standard attachments are not displayed). In addition to downloading a document, you can open the document and complete a review by clicking the link in the applicable field on the BP record.
Depending upon the workflow setup and your permission settings:
- During the Creation step, you can specify whether to prevent users from adding or deleting hidden comments.
- You can hide comments entered by other users.
- You can add, update, hide, display, or delete your own comments.
- You can attach supporting documents to your comments, which do not become part of the attachments of the BP itself, or mark up attached documents. See Working with Required Documents, File Attachments, and Markups.
- You can add general comments if you are a task assignee or if you have been copied (cc'd) on the BP.
- You can add comments to a BP at the End step, and also at any status in a workflow, including Terminated (which means the BP was stopped at some point in the workflow). To add comments at those points in a workflow, you must have the Add General Comments permission.
Note:
Some users, such as project managers, may have an additional permission that allows them to add general comments to any form (workflow or non-workflow) that they can view, without accepting the task.
You can add comments if you are not a task assignee, provided that you have the following permissions for BP records:
- View
- Add General Comments
In this scenario:
- You can only add general comments when the BP record is in View mode.
- You will not be able to hide comments. The Hide Comment option is available for task assignees who are working on an accepted task (an Action form associated with the workflow step).