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OVERVIEW/NAVIGATION
Functionality Overview
Record
Workflow
Collaboration
Initiating a Collaboration Request
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Initiating a Collaboration Request
Any users in the system can submit a collaboration request once the data has been entered into that form. The following steps describe how to setup a collaboration request.
Add
Click to add a collaboration request.
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Collaborators
Using this multi-select list, select the users who will be collaborating on this record.
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Permissions
Assign the permissions that the collaborators will have on this record.
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Due Date
Assign the due date for responses.
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Message
Enter a message to the collaborators.
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Save
Click save to save.
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