Working with Chatter Assistant
Chatter Assistant is service allowing user to proceed steps by posting special commands in comments to Work-Relay chatter posts.
Navigate to Work-Relay Settings page.
- Go to Notifications Settings subtab (1)
- Check Enable Chatter Assistant (2) in "Chatter Settings" section
- Save settings (3)
When creating a new process (or editing existing one) enable Chatter Notifications - proper checkbox (4, 5) should be checked:
If you need enable chatter assistant for particular step only, enable notifications (6) only for this step in proper Step Settings section:
Run the process where Chatter Notifications are enabled. Below is example process:
Open any page where Chatter Component is shown, e.g., open "Feed" subtab (7) to see chatter notification. Click on "Comment" link (9) at the proper step feed post (8) and type Proceed or Reject or Approve (10, depending on step and desired workflow path). Post the comment.
System will post one more comment with proper reply (11):
The command user has entered will be added to Jobs queue and will be executed while nearest Job trigger will be started.
After command has been executed, the system will post another comment with proper notification (12):
To see new comments user should reload the progress component or the page where feed is shown.
Proper step buttons can be renamed and in this case the person who use Chatter Assistant can be confused - which of the alternatives is corresponding to "Approve" command, and which - to "Reject".
There are two ways to solve this situation:
- Rename buttons to make them matching commands, e.g., "Approve this order" or "Decline Offer (Reject)"
- Create custom chatter feed message that will explain sense of "Approve" and "Reject" commands for this step (or whole process).
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