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  • Dialogs
  • Request Collaboration Dialog
  (c) PMWeb, Inc., 2017

Request Collaboration Dialog

 
This dialog opens when you click the Add button in the toolbar of the Collaborate Tab Collaborate Section.
 
Request Collaboration Dialog
1

Submitter Field

1. Submitter Field
Read only. The ID and name of the user who submitted the document and is eligible to invite other users to collaborate.
2

Request Collaboration Dropdown

2. Request Collaboration Dropdown
Select one or more users to invite to collaborate on the record.
3

Can Edit Record Checkbox

3. Can Edit Record Checkbox
Can Edit Record Checkbox
4

Can Edit Notes Checkbox

4. Can Edit Notes Checkbox
Can Edit Notes Checkbox
5

Can Edit Attachments Checkbox

5. Can Edit Attachments Checkbox
Can Edit Attachments Checkbox
6

Notify On Team Changes Checkbox

6. Notify On Team Changes Checkbox
Notify on Team Changes Checkbox
7

Due Date Field

7. Due Date Field
Date Field
8

Message Field

8. Message Field
Enter a message to the invitees here.
9

Team Progress Field

9. Team Progress Field
This read only table displays the users who have already been invited to collaborate on the record and their progress.