Profile comments

Learn about collaboration on profiles through comments.

The Reltio Data Cloud provides comments functionality for you to collaborate with other users on profiles.

You can collaborate on Profiles, attributes and nested attributes, relations, and potential matches. Key features include:

Leave comments and mention a user in your comments (+<username>)
Reply to comments
Resolve comments
Receive email notifications for comments
Search for entities that contain comments
View all comments (All comments are public)

Discussions

The platform provides an overview of all comments for a Profile in the Discussions tab in the Profile view.

Add Comments

Hover over an element to display the icon to add a comment.

View Comments

After adding a comment, the platform displays an icon adjacent to the commented item in the Profile view. The icon also displays the number of comments in the comment thread (the original comment plus any replies).

Comment Actions

Click the Comments icon to show the comment thread and edit, reply, or resolve the comment.

Reply to a Comment

To reply to a comment, type a reply into the reply field and click Reply.

Edit or remove your comment

You can edit or remove your comment in the Collaboration tab on the right pane. Click Save to save your changes or Cancel to cancel your edits.

Mention a User in a Comment

Type "+" followed by a username to mention a Reltio Data Cloud user in the comment. The user receives an email notification when mentioned.

Note:

For the person's name to pop up and for the person to receive a notification, the person must have access to this tenant via a user profile in the Reltio Data Cloud.

When you add a comment to a thread, it includes your initial comment and any replies. If you mention yourself using +<user>, you won't get an email notification. The collaboration service only notifies other users.

Resolve a Comment

Click Resolve to resolve the comment thread.

Re-open a Comment

To re-open a resolved comment:

Open the comment in the profile.
Click Re-open.

Searching for Entities that Contain Comments

You can use the Advanced Search window to find records that contain collaborative comments.

Important: Comment Searching must be enabled in the L3 configuration before you can search for comments. See Enabling Comment Searching below.

To search for profiles that contain comments:

Navigate to Advanced search.
Choose the desired operator from the drop-down list. See Advanced Search for details about each of the operators.
Enter a value to search for the desired commenter.
Select Search.

Examples

To search for comments from all people whose names start with Jo, you can choose Starts With from the operator drop-down list in the Collaboration section of the Advanced Search window and enter "Jo" in the value field.
To search for all records that contain comments, you can select Exists from the operator drop-down list in the Collaboration section of the Advanced Search window.

Enabling Comment Searching

To enable search for comments, modify your L3 Configuration file to include an attribute, Commenters to each entity type for which you wish to be able to search for collaborative comments.

Here is an example of an L3 Configuration file that has the Commenters added for the Organization entity type:

{
  "label": "Commenters",
  "name": "Commenters",
  "description": "Commenters",
  "type": "String",
  "hidden": true,
  "important": false,
  "system": false,
  "attributeOrdering": {
    "orderType": "ASC",
    "orderingStrategy": "LUD"
  },
  "uri": "configuration/entityTypes/Organization/attributes/Commenters",
  "skipInDataAccess": false
}

You've found your way to a temporary environment. Content is not complete or final. Looking for Reltio documentation? Go to docs.reltio.com.

Unify and manage your data