Help Document
Using Mingel Social Collaboration with Record Items

    USING MINGEL SOCIAL COLLABORATION WITH RECORD ITEMS

    Users can follow and comment on record items including files in the Documents Library. Following record items will cause users to receive email notifications whenever the record is commented on. A notification will also be posted on the Homepage Newsfeed.

    Requirements

    To use Social Collaboration with record items, users must be assigned a security role with the following permissions:

    • Other Settings, Social Collaboration: Enabled

    Social Collaboration must be enabled on the portal and the Track Feeds setting must also be enabled in the record entity.


    TO FOLLOW AND COMMENT ON MAGENTRIX RECORDS:

    1. Navigate to the Magentrix record for which you want to follow.
    2. On the bottom right of the page, click the green Feeds icon.
      The Feeds sidebar that appears will show ongoing conversations and attached files.
    3. If you want to follow the record, click Follow, then in the dropdown menu, select your notification preference.
    4. If you want to comment on the record, enter a comment into the text field. You can mention another user by entering @username and then selecting the user. You can also mention a Group by entering #groupname and then selecting the Group.
    5. In the To: dropdown list, select one of the following options:
      • Owner: Only the document owner can view the comment.
      • Internal users: All internal portal users ('Employee' type only) with access to the record can view the comment.
      • Everyone with access: All public users with access to the record can view the comment.
    6. Click Share.

    TO FOLLOW AND COMMENT ON DOCUMENTS LIBRARY FILES:

    1. In the Documents Tab, go to the file you want to comment on or follow.
    2. Select the Comments tab.
    3. If you want to follow the file, click Follow.
    4. If you want to comment on the file, enter a comment into the text field. You can mention another user by entering @username and then selecting the user.
    5. In the To: dropdown list, select one of the following options:
      • Owner: Only the document owner can view the comment.
      • Internal users: All internal portal users ('Employee' type only) with access to the Documents Library and the folder can view the comment.
      • Everyone with access: All public users with access to the file can view the comment.
    6. Click Share.

    TO CHANGE NOTIFICATION SETTINGS:

    1. Navigate to the record you want to change notification settings.
    2. On the bottom right of the page, click the green Feeds icon.
    3. Click Follow/Following, then in the dropdown menu select from the following:
      • Mute: Select this to turn off all notifications from the record.
      • All Activities: Select this to receive notifications for all record activities.
      • Only mentions of my name: Select this to receive notifications for only activities with mentions of you.
      • Unfollow: Select this to unfollow the record.
      Important: Owners of records automatically follow their record. Owners cannot unfollow, but can mute the record.

    Return to Social Collaboration Checklist

    << Enabling Social CollaborationConfiguring Social Profiles >>