Connect Chat administration

Administrators can configure various performance settings and features of Connect Chat.

Note: There are also settings that apply to both Connect Chat and Connect Support. For more information, see Connect administration.

Configure the email notification interval

The email notification interval determines how long the system waits before sending a Connect Chat email notification to an inactive user.

Before you begin

Role required: admin

About this task

The default interval is 3 minutes. You can change this value.

Procedure

  1. Navigate to Collaborate > Administration > Properties.
  2. Locate the property called Number of minutes to wait before collecting unread messages and sending an email to offline users. (collaboration.email_interval) and set the value to a different number of minutes.
  3. Click Save.

Result

When an offline user is sent a Connect message, the collaboration.new_offline_message event fires. The system waits the amount of time provided in the collaboration.email_interval property, then triggers the collaboration.notify_offline_user and collaboration.notify_offline_user.group events (depending on if the conversation was peer to peer or a group conversation).The sysevent_email_action record listens for collaboration.notify_offline_user(.group) then builds an email notification containing all the messages from the last collaboration.email_interval minutes that the user has received in that conversation.

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.

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.

Prevent users from following records in Connect for all tables

Users can follow records in Connect for any table that extends Task [task] by default. You can disable this functionality for all tables.

Before you begin

Role required: admin

About this task

To disable record conversations for all tables, prevent the Follow button from appearing in all form headers by editing the glide.live_feed.task_header_button property.

Procedure

  1. Navigate to sys_properties.list.
  2. Locate the glide.live_feed.task_header_button property.
  3. Set the Value to live_feed.

Prevent users from following records in Connect for a specific table

Users can follow records in Connect for any table that extends Task [task] by default. You can disable this functionality for a specific table.

Before you begin

Role required: admin

About this task

To disable record conversations for a specific table, prevent the Follow button from appearing in form headers for the table. To do so, set the live_feed dictionary attribute to false for the table.

Procedure

  1. Navigate to the list view of a table for which you want to disable record conversations.
  2. Perform the appropriate action for the list version.
    VersionAction
    List v2 Right-click any column header and select Configure > Dictionary.
    List v3 Open the list title menu and select Configure, and then select 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, locate the Live feed dictionary attribute.
  5. Set the Value to false.
    Setting the dictionary attribute to false also removes the show live feed icon (Show live feed icon) for the table.

Disable Connect Chat

You can disable Connect Chat to prevent users from being able to chat within the platform.

Before you begin

Role required: admin

About this task

Disabling Connect Chat removes all UI elements from the system.

Procedure

  1. In the navigation filter, type sys_properties.list and press Enter.
  2. Search for the glide.connect.chat.disabled property.
  3. Set the property value to true.