Comments in a Report Object

A comment is a message that you can add to a report object in CDM to share information with other users.

Comments can be used in report objects to communicate about specific information about that item. You can view, add, edit, and delete the comments in report objects.

You can view the comments as a list or in a tree view, with replies under the original comments. To toggle between the two views in the Comments tab, click View as List or View as Tree.

• View as List
  Presents all comments listed by date, starting with the oldest comment.
• View as Tree
  Presents all comments in a tree view, in which replies to comments are shown under the original post and slightly indented.

You can also use comments associated with the entire report.

Add a Comment to a Report Object

You can create comments in report objects to communicate with other users about specific content in the report object.

You can add text comments to report objects, which can be seen by users that work in that report object. Comments are not included in the generated report.

You need permission to view comments in report objects. The name of the user who added the comment displays along with the comment. Hover over the comment to see the exact day and date the comment was added.

Tip: To reply to an existing comment, click Reply on the comment posted.

To add a comment to a report object:

1. Open the report that you want to work with.
2. In the report tree on the left, select the report object where you want to add a comment.
3. Right-click the name of the report object and select Properties > Manage All Object Properties.
4. Click the Comments tab.
5. Add your comment and then click Add. When a comment is added, CDM creates an audit trail entry for the report object. The entry includes details about the user who added the comment.

Tip: You can also add a reference comment to a report object. To add a reference comment, select content within the current report object, and then click the arrow in the Add icon and select Add with Reference. After you add and confirm the message, the comment specifies the content that was referenced. Referenced comments are static references. If the item is changed, the reference is not updated.

Edit a Comment in a Report

You can edit comments in report objects and maintain an audit trail of modifications that are made to the comments.

Comments are used to communicate with other users about report objects in CDM. Users can modify the content of a comment at any time. For example, you can include more information, clarify an existing comment, or fix an error in a comment. Users must have appropriate permission to view comments in the report object.

The name of the user who edited the comment appears along with the comment. Hover over the comment to see the exact day and date the comment was edited.

Tip: When a comment is edited, CDM creates an audit trail entry for the report object. The entry includes details about the user who edited the comment.

To edit a comment in a report:

1. Open the report that you want to work with.
2. In the report tree, select the report object that contains the comment that you want to edit.
3. Right-click the name of the report and select Properties > Manage All Object Properties.
4. Click the Comments tab.
5. Select the comment that you want to edit.
6. Click the Edit icon.
7. Edit the comment, as needed, and click Save.

Delete a Comment from a Report Object

You can delete a comment from a report object for any reason and maintain an audit trail of deleted comments.

If you no longer need a comment that is associated with a report object, you can delete the comment. If the comment has a reply, you can delete both the comment and all replies, or delete the comment only.

When you delete a comment and leave a reply, the reply remains indented. The name of the user who deleted the comment is displayed along with the date and time the comment was deleted. CDM also creates an audit trail entry for the report object with details about the user who deleted the comment.

To delete a comment from a report object:

1. Open the report that you want to work with.
2. In the report tree, select the report object that contains the comment that you want to delete.
3. Right-click the name of the report and select Properties > Manage All Object Properties.
4. Click the Comments tab.
5. Select the comment to delete.
6. Click the Delete icon. If there are replies associated with the comment, you can choose to delete the comment only, or to delete the comment and its replies.
7. In the confirmation message, click Yes.