To use Sidebar, you must add the Discuss button to objects that do not have it automatically installed and to custom workspaces where you need to enable Sidebar on an object. After you add the Discuss button, you can create Sidebar discussions.

Before you begin

Role required: admin

About this task

You do not need to add the Discuss button to these workspaces because it is automatically installed:
  • Customer Service Management (CSM) Configurable Workspace
  • CSM Manager Workspace
  • Human Resources (HR) Agent Workspace (Configurable only)
  • IT Service Management (ITSM) Manager Workspace
  • Vendor Management Workspace
Note: After you add the Discuss button, you must configure the activity stream. For more information, see Activity stream in Sidebar.

Procedure

  1. Navigate to All and in the filter field, enter ux form actions configs.
  2. On the UX Actions Configurations screen, select the workspace where you want to create the Discuss button.
  3. On the UX Actions Configuration - Workspace Action Config screen, select the UX Form Actions Layouts tab.
  4. On the UX Form Actions Layouts tab, select Task Actions.
  5. On the Task Actions screen, select the UX Form Action Layout Items tab.
  6. On the UX Form Action Layout Items tab, select Edit.
  7. On the Edit Members screen, enter discuss in the Collection field.
    Discuss appears in both the Collection and the Task Actions columns.
  8. Select the Collection column.
  9. Select Save.
    The UX Form Actions Layout - Task Actions screen redisplays.
  10. On the UX Form - Action Layout Items tab, select Discuss from the UX Form Action Layout Item column.
  11. On the UX Form Actions Layout Item - Discuss screen, check the value in the Table field:
    • If the Table field displays Task, then the Discuss button has been added.
    • If the Table field displays Interaction, then select the back arrow. Perform steps 6 through 10 again, but select the Task Actions column.
  12. Select Save.