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To configure your chat: | To configure your chat: | ||
# Select the Chat entry on your Home screen in Woodford and click '''Properties'''. | |||
* As '''Name''', enter the label of the chat entry that should be displayed on the home screen in the app. | #* As '''Name''', enter the label of the chat entry that should be displayed on the home screen in the app. | ||
* As '''Chat User Entity''', use "User". (For external projects, you might use also other entities, such as Contact.) | #* As '''Chat User Entity''', use "User". (For external projects, you might use also other entities, such as Contact.) | ||
* In general, there should be no reason to '''Disable encryption for direct messages'''. | #* In general, there should be no reason to '''Disable encryption for direct messages'''. | ||
# Save changes. | |||
To restrict the number of records of the chat user entity (usually, it's the User entity), create a custom view. | |||
# Select the User entity from Project menu. | |||
# Click '''Show UI''' to display a list of views, forms, and charts for this entity. | |||
# Create a new view called "ChatUsers". The visual is irrelevant. | |||
# Click '''Edit Filter''' and set up a filter that should be applied to your user records visible within chat. | |||
# Save all changes. | |||
If you want to be able to use chat to comment on records, you need to place the Chat Wall on the entity [[form]]. | If you want to be able to use chat to comment on records, you need to place the Chat Wall on the entity [[form]]. |