About Discussion Containers

When a new discussion is started, a dedicated 'container' is created representing the discussion context.

The container impacts on a discussion in the following three ways:

• The discussion's context — If a AdaptiveWork discussion does not appear inside a container, the container appears adjacent to the writer.
• Permissions — Users able to see the container also have permission to see the associated discussion(s).
• Delete function — When a discussion's container is deleted, so are all the discussions contained.

Starting a Discussion

1. Click
   
   The Navigation Panel opens.

2. Select Social .
   
   The Social module opens, is selected (DEFAULT).

Figure 4: News Feed Discussion

3. Click inside the Update field to start a public News Feed discussion.
   
   OR

• Select a group to start a discussion.

4. Click to define the following settings:

• ​ Show

• ​ All —The discussion is public and can be viewed by all internal users
• Following —The discussion is private and can only be viewed by group members
• ​ Post
• ​ Rich Text —Supports MS Word RTF internal markup/format for importing and exporting, etc.
• Plain Text — Supports ordinary text

5. Enter text to the discussion field.

​

Figure 5: Discussion Field

6. Include any or all of the following actions:

• Use ' @ ' — Link users or groups to the discussion by first entering @ ( the ' Mention' shortcut) into the text field
• Use ' # ' — Link items to the discussion by first entering # (the ' Attach' shortcut) into the text field

• Create a link to an external web site by entering a URL
• Paste an image copied into your clipboard
• Click Add Task to open the Add Task window.
• Click Add Other to add Related items.

Figure 6: Add Related Items

• Click Notify to open the Notify field.

​
i) Click adjacent to the Notify field. The Select Groups Or Users multi-find window opens.

ii) Configure the multi-find window as necessary.

• Click to select additional groups:

​ ​​ Note: is available when starting News Feed discussions.

7. Click

​ The discussion group members are notified as follows:

• A temporary pop-up notification is sent to each member
• A new Group Discussion is indicated in each Group member's Activities Today
• Group subscribers, Users included via the '@' tag or added to the Notify field are notified via email.

About Replying to Discussions

AdaptiveWork notifies you of all new and/or on-going discussions occurring for either items you are a follower of, or in User Groups or Discussion Groups of which you are a member of, via the methods listed below:

• The Activities Today
• The News Feed
• A Pop-up Message (if currently online)
• Email notifications (for discussion subscribers)

Replying to a Discussion

Example:
The Activities Today indicates new post items (discussions) :

Figure 7: Activities Today

1. Click .
   The What's New window opens. The discussion appears as a link.

​

Figure 8: What's New Window

2. Click a discussion link.
   The Discussions window opens.
   

​ Figure 9: Discussion Window

2. Click .
   The Reply field opens.
   

Figure 10: Discussions Reply

3. Enter your reply.
   Optional: Add tasks or related items, attach files, notify or mention people as necessary.
   ​
4. Click
   The reply is added to the discussion, each group member's Activities Today updates and notifies of the new post
   item (discussion reply) .

About Liking Discussions

Users can Like discussions and discussion replies. Liking discussions has the effect of adding an indicator item type or 'counter', and can assist project managers to gauge a discussion's popularity on the amount of Likes received.
Once a discussion or a reply is Liked , a value indicating how many Likes were received is displayed adjacent to the 'thumbs-up' symbol.
Likes behave like any other related items in AdaptiveWork customizations.

Once Likes have been enabled by the relevant system setting, y ou can add a new Like item between a user and the following other items types in AdaptiveWork:

• Discussion Message (Post, Reply)
• Work Item
• Cases
• Expense Sheet
• Expense
• Customer
• File
• User Group
• Discussion Group
• Job Title
• Skill

Like a Discussion

Example:
The Activities Today indicates new post items (discussions):

Figure 11: Activities Today

1. Click "Posts .
   The What's New window opens. The discussion appears as a link.

Figure 12: What's New Window

2. Click a discussion link.
   The Discussions window opens.
   

​ Figure 13: Discussion Window

3. Click
   
   The changes to ​

Viewing Discussion Likes

1. Hover the mouse pointer over the value adjacent to .
   ​A pop-up opens displaying the names of those who Liked the discussion.
2. Click the value for more options.
   The People who like this window opens listing the names of users who Liked the discussion.
   
   A button to Follow users is located adjacent to the entries in the window (except yours, if present).
   
   The Contextual Search is available when multiple entries are listed, and searching is required.

Follow a Discussion

1. On the Social module, ​click located at the base of the Discussion Groups Panel .
   
   The Discussion Groups module opens.
2. Ensure the All module view is selected (or select it via View Navigator).

3. Click a group name in the grid.
   The discussion group opens, its discussions (if such exist) are displayed in the News Feed.
   (If no discussions exist , select a discussion group with discussions.)

4. On the discussion panel, click , and ' Follow' .
   
   
   
   You are now Following this discussion. You are updated on discussion entries in Activities Today, in the News feed and via email (if you are a discussion subscriber) as they occur.
   The Discussion Panel's 'More' drop-down menu includes the ' Unfollow ' option.

About Pinning Discussions

Pinning a discussion has the effect of promoting the discussion.

When a discussion is Pinned, the discussion location in the panel is shifted to the top (upon screen refresh ) .

Pin a Discussion

For the following exercise procedure, we access a discussion via the Discussion Groups module, however one can access discussions from a view's Relations panel, the Social module or via the ​ Activities Today (for new discussions).

1. Click located at the base of the Discussion Groups Panel .
   ​ The Discussion Groups module opens.

2. Ensure the All module view is open (or select it via View Navigator).

3. Click a group name in the grid.
   The Group Discussion Item Detail view opens showing discussions, if such exist.
   (If not, select a discussion group with discussions.)

4. On the Discussions pane, click , and ' Pin' .
   
   The discussion location in the panel is shifted to the top (upon screen refresh ) .
   The symbol is displayed under the initial discussion entry.
   

About Highlighting Discussion Replies

Highlighting a reply in a discussion has the following three effects:

• The reply is color is different.
• An indicator tool-tip appears when the mouse pointer is hovered over the 'Highlighted' symbol, indicating who highlighted the reply, and when .
• The last highlighted reply is displayed when the entire current discussion is 'collapsed' in the News Feed.
  A ' Show all (value) replies ' link shows the number of replies. Clicking the link expands the entire discussion to show that discussion's replies; the highlighted replies first and then those added in subsequent chronological order.

Highlight a Discussion Reply

1. In the Social module, ​click located at the base of the Discussion Groups Panel.
   The Discussion Groups module opens.

2. Ensure that the All module view is open (or select it via the View Navigator).

3. Click a Group name in the grid.
   The Group Discussion Detail view opens showing a discussion with at least one reply, if such exists.
   (If not, select a discussion group with a discussion with a reply.)

4. If necessary, in the discussion container, click the ' Show all (value) replies ' link to expose replies.
5. In a reply, click and then ' Highlight' .
   
   
   
   Upon screen refresh, the reply is highlighted under the initial discussion entry.
   
   is displayed under the discussion reply.

About Highlighting Previewing Discussion Images

Previews of images added to a discussion can be previewed directly in the feed. In other words, viewing images added to
discussions without having to navigate (drill down) to the actual image in order to understand what is attached.

Preview an Image File

1. In the Social module, navigate to a discussion with an image file attached, visible in the Feed.
   
   If such is unavailable, attach an image file to an existing discussion by clicking Reply , Add Other , and then the Files icon.
   Alternatively, AdaptiveWork supports 'Drag-and-drop' to add files.

​

Figure 14: Attach Image File to a Discussion

2. Hover the mouse pointer over the image in the Feed.
   
   The mouse pointer becomes
3. Click the image.
   ​The image opens in a File Viewer. Tools located in the upper-left-hand section enable zooming, annotating and downloading the image.
   
   ​

• Clicking opens the Annotation tools.
  
  

Click here for more on viewing files in the File Viewer

4. Click located in the viewer's upper-right section to expand the Comments & Markups column.
5. Click , located above the control, to close the preview.