The Discussion List view displays all of the discussions in the current project that you have access to view. The list displays the name of the discussion, the author and date the discussion was created, the total number of posts in the discussion, and the date of the last post. If you are allowed to view private items then any discussions marked as private will have an eye icon next to the name. The star icon to the left of the discussion name will be gray if you have not marked the discussion as starred or orange if you have. You can click on the star icon to toggle whether or not the discussion is starred by you. Starred items will display on your Dashboard.

discussion-list

Category Filter

The category filter drop-down list below the "Discussions" title allows you to filter the discussions by category. Simply clicking a value in the Category Filter will refresh the page and only show discussions that belong to the selected category.

discussion-list-category-filter

Quick Jump

The Quick Jump feature allows you to jump to a specific discussion simply by starting to type the name in the Quick Jump box located next to the Alpha Filter. If you have many discussions, the Quick Jump will save you the time of having to scroll through pages of discussions to find the one you want.

discussion-list-quickjump

Alphanumeric Filter

Clicking a link in the Alphanumeric Filter will filter the list by discussions that begin with that letter or number.

 

alphanumeric-filter

The Discussion Form view is displayed when you are creating a new discussion or modifying an existing one. When creating a new discussion, you will see a layout similar to the image below.

discussion-form

Here you will notice that you can title the discussion, create the body of the discussion and then a variety of options on the right. The Visibility option will allow you to keep the discussion private meaning only users that have the ability to see private objects will be able to see the discussion.

The Milestone field uses the Autocomplete functionality. When you begin typing in this field, milestones with names matching what you have typed will appear in a drop-down list. When the field is empty, clicking in it once will function the same as a normal select list (i.e. all values will be shown).

discussion-form-milestone-autocompleter

The Category field also uses the Autocomplete functionality. You can either select an existing category from the list or, if your permissions allow, you can create a new category simply by typing the value in the Category field. You will be asked if you would like to create the new category. Since the category is only a name, you will not have to fill out a modal popup. Once the new category is created you should see a green checkmark to the right of the field. Please note that any discussion categories you create will be available for anyone to use for discussions.

discussion-form-category-autocompleter

The Tags field allows you to add a tag to the discussion. Tags can be used to quickly search related items. The Attachment field allows you to add an attachment to the discussion. The Notify Assignees checkbox is available if the discussion currently has assignees or if your Access Role allows you to assign people (in which case, you will also see a Manage button to the right of Assignees). If the Notify Assignees box is checked then an email notification will be sent to all assignees when the discussion is saved, provided that you have defined email templates for discussions. Clicking the Manage button will pop up a modal window where you can assign and/or unassign people to the discussion.

The Discussion Overview displays all information for a discussion. If the discussion is private, the first thing you will see is alert text stating that the item is marked as private. The discussion name, Options list (explained later), star and print buttons are shown next. Clicking on the star will toggle whether or not the discussion is starred by you. Starred items will have an orange star icon throughout JForce and will show up on your Dashboard. Clicking the print button will display the overview in a popup window. This allows you to print just the overview and not the rest of the information on your site.

The next section displays details about the discussion. If the discussion belongs to a category, the category name will be displayed as a link. Clicking on the category name will take you to the Discussion List view filtered by the category you clicked. Likewise, if the discussion is associated with a milestone, the milestone name will be displayed. If your permissions allow you to view the milestone then the name will be a link that takes you the overview for that milestone. If anyone is assigned to the discussion then their names will be displayed by Assignees. If your permissions allow you to view a person then their name will be a link that takes you to the overview for that person. If the discussion has tags, they will be displayed next. Clicking on a tag will search JForce for items matching that tag.

Below the details section is the original discussion text. It is displayed as a comment with the discussion author and creation date shown in the title area. Any attachments on the discussion will be displayed below the description. Following the discussion text are all of the comments associated with the discussion.

discussion-overview

If your Access Role allows you to create discussions, then you will see a Options list to the left of the star icon. Hovering over the Options list will reveal a menu where you can edit the discussion, send a reminder email to the people assigned to the discussion, or copy the discussion.

discussion-overview-options

If a date in JForce is formatted or represented as Today, Yesterday, etc. then chances are that hovering over the date will show a tooltip with a more precise date and time.

discussion-overview-comment-date

If an image is attached to an item in JForce then hovering over the link will display a thumbnail preview of the attachment. Clicking on the link will allow you to download the original attachment.

discussion-overview-comment-attachment

Clicking on the discussion tag will perform a search within JForce. All items matching the tag that you have permission to view will be returned.

discussion-tags-search