9 Conversations

In certain entities in Merchandising, there is an option to integrate with the Slack collaboration tool. When this feature is turned on, the contextual area of an enabled screen shows the related conversations for the entity (e.g., purchase order) being maintained. Click on the conversation tab in the contextual pane to access the conversation. From here, you can create a new conversation for an entity, view all existing messages for an entity, and post messages and replies. You can also add or remove members from a conversation and view documents that have been uploaded to Slack. Conversations create channels in Slack.

Figure 9-1 Conversations Pane

Log In

To begin using this functionality, you will first need to log into the Slack application that has been configured for Merchandising. To do this, click on the Authenticate link and then enter your Slack username and password. Then, click the Refresh link in Merchandising after authenticating.

Figure 9-2 Login View

Create a Conversation

To create a new conversation related to an entity, provide a conversation title and then click Create Conversation. Only one conversation can exist per entity.

Update a Conversation

Once the conversation is created, the collaboration messages panel displays the messages view. This view displays all the messages for the conversation associated with the entity. You can then add messages, add members, share the conversation and so on. Updates to the conversation are shown back in the application tab when you click the Refresh button.

Figure 9-3 Add Users

Figure 9-4 Add Messages