How to create collaboration in Inbox with comments? (comments, mentions, replies)

August 24, 2021

You might know that you can share Jotform Inbox with your colleagues to collaborate. You can now add comments and mention collaborators to easily communicate with them. 

How to share your Inbox?

You can add comments in two ways: Inline Comments and General Comments.

Inline Comments

It allows you to add comments for the submission answers individually.

1- Hover the mouse over the field you want to comment on. 

2- Click the comment icon in front of it. 

3- Enter the comment and click Comment.

You may notice that the comment icon color will change to blue. It indicates that a comment has been adding for this field. 

General Comments

It allows you to add comments for the whole submission. 

1- Click on Comment from the top bar. 

2- A new window will appear where you can add comments for the complete submission.

Both inline and general comments will be added as a thread at the end of the submission. 

Replies

Anyone who has collaborator access to Inbox can view and reply to all comments. They can reply to both inline and general comments.

1- Click on the 3-dot menu in front of the comment you want to reply to. 

2- Choosing Reply will open a comment box where you can type your reply and click the Reply button.

Mention

You can now mention your colleagues in the comments to notify them. An email will be sent to their email address when they are mentioned in the comments.

1- Enter ‘@’ in the comment section to mention.

2- A dropdown list will appear that will have the people who you have shared inbox, form assignees, and the workflow participants. Select the person you want to mention from the list. The collaborators can also see the form owner in the list and mention them.

3- Make sure that you have given collaborator permission to the person you have mentioned. They will be able to view and reply to comments only if they have collaborator access.

4- If you want to mention someone who is not on the list, add their email address after ‘@’ and click the Comment button. The following window will appear where you can give them collaborators access as it is required to view and edit comments.

Edit and Delete Comments

Inline comments can be edited or deleted from the 3-dot menu in the inline comment box. 

General comments can be edited or deleted from the 3-dot menu in the submission thread. Inline comments can also be modified from here. 

This is how you can collaborate with your colleagues in Inbox. If you have issues, questions, or suggestions, please reach out to us through one of the support channels below.

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