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Enable record conversations for a table

Enable record conversations for a table

Record conversations are enabled for all tables that extend Task [task] by default. You can configure record conversations for additional tables that extend Task.

Before you begin

Role required: admin

About this task

To create record conversations, users must have access to the Follow button in the form header. To show the button and thus enable record conversations for a table, the following conditions must be true.
  • The live_feed dictionary attribute must be set to true for the table.
    • By default, live_feed=true for all tables that extend Task [task].
  • The glide.live_feed.task_header_button property must be set to both or collaboration.
    • By default, glide.live_feed.task_header_button is set to collaboration.

Procedure

  1. Navigate to the list view of a table for which you want to enable record conversations.
  2. Perform the appropriate action for the list version.
    VersionAction
    List v3
    1. Click the list title menu and select Configure.
    2. In the Configure window, click Dictionary.
    List v2 Right-click any column header and select Configure > Dictionary.
    The list of dictionary entries for the table appears.
  3. Open the dictionary entry that has Type set to Collection.
    The Dictionary Entry form appears.
  4. In the Attributes related list, click New.
    The Dictionary Attribute form appears.
  5. In the Attribute field, enter Live feed.
  6. In the Value field, enter true.
  7. Click Submit.
  8. Navigate to Collaborate > Administration > Properties.
  9. Locate the property called Determine whether or not a button is shown in task forms to view the Collaboration document conversation or Live Feed Record Feed related to the task (glide.live_feed.task_header_button).
  10. Ensure the property is set to both or collaboration.
    The glide.live_feed.task_header_button property also controls whether the show live feed icon (Show live feed icon) appears. If the property is set to collaboration, the show live feed icon does not appear on form headers.