Manage documentation in Feedback application

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Capture documents, files, or resources associated with a product idea in the Doc tab.

    Vorbereitungen

    Role required: pf_user

    Verify that you have a doc component plug-in​ (com.sn_docs​) installed.

    Warum und wann dieser Vorgang ausgeführt wird

    Prozedur

    1. Create a product idea in the Feedback application.
    2. From the Product idea list tab, select the record to open.
    3. From the side panel, open the details of the record by selecting the Full Details button.
    4. Navigate to the Docs tab.
    5. From the Pages section, select Create page.
      Quick overview of Docs tab in Product idea.
      You can perform these tasks under the Doc tab:
      • Select the more actions menu to delete, duplicate, or create child pages in the pages section.
      • Use the forward slash on the keyboard to open a list of actions, including Mention a user or Mention a record as required.
      • Customize the appearance of your text using the formatting section.
    6. Select Save as Template to save your worknotes.