×
Menu
Index
  • Dialogs
  • Request Collaboration Dialog

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
4

Can Edit Notes Checkbox

4. Can Edit Notes Checkbox
5

Can Edit Attachments Checkbox

5. Can Edit Attachments Checkbox
6

Notify On Team Changes Checkbox

6. Notify On Team Changes Checkbox
7

Due Date Field

7. Due 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.