Table of Contents

Comment Permissions – Add Comments to Transactions

Learn how to set up who, when and how can add comments to transactions in Flowis.

In Comment Permission, you can set up that Users or Groups of Users can comment on the Transaction regardless of whether it is assigned to them.

General setup

Name (internal) – name should be clear and explanatory
Button name – the name of the button used for adding a comment
Active? – mark as active to start using it
WYSIWYG (Froala Editor?) –
“What you see is what you get” – enables the User to edit the layout of the comment without having to type the names of layout commands
Full width?
– this will expand the comment window to the full width of the screen

How to create new Comment Permissions
Here you can see the difference between the “Action” button (set up through Workflows) – there is no icon – and the “Comment” button (set up through Comment Permissions) – there is a speech bubble icon.
Here you can see a comment that supports WYSIWYG editor and full width.

If conditions are met on the transaction

In this section, you can specify the conditions under which the comment can be added. In our example, the comment can be added to Transaction Type Invoice in three Statuses.

Setting up the conditions that need to be met

Who can comment on the transaction?

Users in following groups can add comments to them – here you can specify the Users or Groups of the Users who can add comments to the Transactions.

Setting up Groups that will have access to these Comment Permissions

Sending of the email after the comment has been added

Send email with the comment – after the comment is added, the system can send an e-mail to some Users, Groups of Users, or Assignments Users. You can learn more about the advanced options for this section in our Workflows article.

Setting up details about e-mails sent after a new comment has been added

The view of the comment on the timeline

The comment is visible on the Transaction’s timeline. Admins can also see the e-mails sent after the comment has been added.

How the comment is displayed on the Transaction timeline
How to create new Comment Permissions
Here you can see the difference between the “Action” button (set up through Workflows) – there is no icon – and the “Comment” button (set up through Comment Permissions) – there is a speech bubble icon.
Here you can see a comment that supports WYSIWYG editor and full width.

If conditions are met on the transaction

In this section, you can specify the conditions under which the comment can be added. In our example, the comment can be added to Transaction Type Invoice in three Statuses.

Setting up the conditions that need to be met

Who can comment on the transaction?

Users in following groups can add comments to them – here you can specify the Users or Groups of the Users who can add comments to the Transactions.

Setting up Groups that will have access to these Comment Permissions

Sending of the email after the comment has been added

Send email with the comment – after the comment is added, the system can send an e-mail to some Users, Groups of Users, or Assignments Users. You can learn more about the advanced options for this section in our Workflows article.

Setting up details about e-mails sent after a new comment has been added

The view of the comment on the timeline

The comment is visible on the Transaction’s timeline. Admins can also see the e-mails sent after the comment has been added.

How the comment is displayed on the Transaction timeline

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