Adding Comments to a BP Record

If enabled, you can add comments to workflow or non-workflow BP records.

Prerequisites

• The business process (BP) supports comments.
• You have the required user or group permissions.

Online Mode

1. To access comments associated with a BP record, navigate to any of the following locations:
   • If enabled and applicable, from the Quick Access tabs, touch the Comments () tab.
   • Scroll down to the Comments block of the BP record.
2. In the text box, enter your comment.
3. Touch Post Comment .

   For existing records, the comment is immediately submitted to the server.

   For new records, comments are saved locally and submitted to the server after the record is created.

4. To add comments to the comments list, repeat the above steps.
5. In the text block, make changes as needed, and then touch Save or Submit. Confirm the alert message.
6. If enabled for a workflow step, perform any of the following actions:
   • Touch Hide Comment or Show Comment.
   • Add an attachment to a comment by touching ().
7. Touch Done.

   By default, the most recent comment displays first in the comments list.

   The total number of comments in the Comments () Quick Access tab is updated to display the net total of comments added and deleted.

   Errors, if any, display on the Main Form.

Offline Mode

You can save comments as draft comments. When you switch to Online mode, the comment is then submitted to the server.

For new records, comments are saved locally and submitted to the server after the record is created.