Portal Chat

Portal supports process chat related to a case or private chat between two users. By default, chat is deactivated.

HowTo: Activate chat

You can turn on private chat with this Portal setting: ENABLE_PRIVATE_CHAT.

You can turn on process chat with this Portal setting: ENABLE_GROUP_CHAT.

See Update Portal settings.

HowTo: Create a process chat related to a case

Note

Process chat of a case could have pre-defined roles that all users of those roles will join the process chat automatically.

1. Go to any tasks, you will see the process chat icon there.

   

2. If the login user belongs to pre-defined roles, you would see Add users to chat dialog. You could choose members of process chat. Members could be users or roles. With each selection, click Add. After adding members, click Create process chat.

   

   If the login user does not belong to pre-defined roles, you would be informed that the process chat is created.

HowTo: Read/Send chat message

1. Click on icon on the top right corner.

   

2. Click on a process chat or a user to read messages

   

3. You could type, then press Enter or click to send messages.