Follow records in Next Experience

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Get notified when a work note or comment is added to a record by following it in the classic environment in Next Experience.

    Antes de Iniciar

    Role required: none

    Por Que e Quando Desempenhar Esta Tarefa

    Following a record in Next Experience is more streamlined. You receive instant confirmation when you start following or unfollowing a record via a banner message and persistent alerts under the notifications menu for updates such as Work Notes and Additional Comments.

    Procedimento

    1. Navigate to a record in the classic environment.
      For example, navigate to All > Incident > Assigned to me and select an incident to follow.
      Nota:
      Following records from within a workspace isn’t supported.
    2. Select Follow.

      Follow button

      Nota:
      To stop receiving notifications about a record, select Following/Unfollow.

    Resultado

    When comments or work notes are added to the record, you receive notifications as banners and in the Notifications menu according to your notification preferences. You can select the notification to open the record that was updated.

    The following example shows a sample notification.

    Notification banner for a record that you follow