Connect conversation tools

The conversation tools area in the Connect workspace contains several tabs, each represented by an icon.

Click an icon to open the tab. Click the same icon again to hide the tab. The tabs you see for each conversation depend on the conversation type and other conditions.

Table 1. Conversation tool tabs
Tab icon Tab name Description
Info tab icon Info Contains the following sections, each of which appears only if it contains information.
  • Record: Lists details about the record the current conversation follows, such as record number, state, assignee, and short description. The fields displayed in this section vary by the type of record. This section is available only for record conversations.
  • Related Records: Lists task records that have been referenced in the conversation, such as incidents, problems, or changes. When you send a record number as a message or drag and drop a record in a conversation, it appears as a link. The list displays the short description for each task. Click a task to open the record in a new browser tab. Note that only conversation members who have rights to view the tasks can access them.
  • Links: Lists URLs that have been referenced in the conversation. Click a link to open the destination page in a new browser tab.
  • Visual Task Boards: Lists Visual Task Boards that have been referenced in the conversation. Click a Visual Task Board name to open the board in a new browser tab.

This tab is not available for support conversations.

Record tab icon Record Displays a compact form view of a record created from the current conversation, such as an incident. If more than one record has been created from the conversation, there is a separate record tab for each one. These tabs are available only for support conversations.
Knowledge base tab icon Knowledge Base Displays a compact view of the knowledge homepage. For more information, see Share knowledge in a Connect Support conversation.
Members tab icon Members Lists all members of the current conversation. You can add or remove conversation members for group and record conversations.
Attachments tab icon Attachments Lists all attachments in the conversation. Click an attachment to open it. Click Add Attachment to upload an attachment.
Notification preferences tab icon Notification Preferences Contains settings to control which notifications you receive for the current conversation. For more information, see Edit which notifications you receive for a conversation.