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Discussions

Use discussions to ask questions and share supporting files about a request. Chat is available in both Personal and organization workspaces.

Ask about a request

  1. Open an accessible request or task.
  2. Select Chat.
  3. Read the existing messages for context.
  4. Enter your message. Use the paperclip inside Message to attach supporting files, then choose Send.

Incoming messages appear on the left in neutral bubbles; your messages appear on the right in green bubbles. Each workflow step uses the same icon and muted Step · Action heading as the workflow view, with an expand control. Use the chevron beside it to show an alphabetically sorted list of participants, then use the chevron again to hide the list. Participants use the same muted icons and text as the workflow attributes. They are listed alphabetically across the row and wrap when needed. The participant list starts collapsed; messages stay visible. Request chats group conversations by workflow step, with a light divider between step chats; task chats show the current step.

Use Chat for questions and clarification. Record the actual decision through the task's action controls so it becomes a workflow outcome.

Audience and access

Discussion access depends on the request, task, and your permissions. A shared link or organization membership does not give everyone access to the conversation. Check the context before posting sensitive material.

Delegates participate only through the access granted within their organization. Discussion messages and notifications retain the author's attribution.

When you cannot send

Sending may close when the workflow no longer has an actionable pending task or has completed. If the composer is unavailable, refresh the resource and check its current state and your access. The discussion can remain available to read even when new messages are no longer allowed.

Notifications

Discussion notifications depend on your Chat notification preferences and the audience permitted to receive that message. A file sent in Chat is separate from a required decision attachment.