Here you can set up and change comment settings.
See also commenting settings for periodicals that you can find under Periodicity and deadlines/other.
Use measure's own periodicity for measure comments
Here you set up comments for KPI node to always have the same periodicity as KPI node. This setting applies to all measure columns in the system. KPI nodes frequency is always controlled by the setting under the tab Settings The Nodens Ändrafönster. If this option is enabled, the comments of this periodicity are also controlled. If this option is not enabled, the frequency of comments is controlled instead of the scorecard column setting.
A comment is visible to all units And One comment for each unit Controls whether comments are visible to all units or whether they are visible only on the unit where they are written. This setting applies to all the nodes of a node and, in rare cases, to measures or activities if you have chosen to make them visible instead of using consolidation. This setting can also affect your Keyword groups.
Limit text length for comments
Here you can select the maximum number of characters to enter in a comment. When a user writes a comment that tangents to the maximum number of characters, she/he is notified that the comment's maximum has been reached. It is then not possible to write more.
Here you can set comments to be locked for editing after the deadline has passed. See Periodicity and deadlines.
Flik: Comments editor
Comments editor is a function to preseeding which text is visible in a comment when the user starts typing. The template is intended only as a support for reporting, and users can choose whether to template text or not when the comment is written. The following example shows how the comment template is displayed to users when they type their comments.
Add a comments template
At the bottom of the table is a row for new kommentarsmallar. Here's how to do it:
- Click the arrow on the right side of the column for scorecards and select the scorecard you want.
- Select which column the comment template should appear in.
- If you have enabled Typed comments Under the tab Advanced , you can also choose which comment type the template will apply to.
- Click in the column for the comments template. A text editor opens, where you can type the desired type and format it as you want it to appear to users.
To add more templates, repeat this procedure.
Obs! You can also switch between columns by using TAB/Shift + TAB and selecting options in the Dropdownlists with ex. arrow keys or by clicking on the initial letters of the options on the keyboard. If you click the Tab at the end of a line, skip down on the next line.
Change a comment template
Click the scorecard, column, or comment template that you want to change and make a change. After all changes are complete, click Shoot.
Delete a comment template
If you point to the row for a kommentarsmall, a Dustbin At the far right. Click on it and then click save.
Flik: Comment types
BS! The Comment Types tab appears only if you have selected Enable typed comments Under the tab Advanced/Other settings.
Here you can create new comment types that allow you to use several different types of comments in all the nodes that are displayed in the same scorecard column.
For example, you can create two different views where users in a view are allowed to write summary comments and a view where they report common comments or, for example, a analyseringskommentar. If you want the comment type to appear directly in the view, select it as a node property in the view settings. There, you also select which comment type to display in the reporting mode of the nodes (typed comment for the column in the view).
Likewise, you can select which comment type you want to add to a report part in a report.
There are two generic comment types that can be renamed but cannot be deleted. These two are marked with a Thumbtack In the list of comment types. Planning comment is designed specifically for comments in planning versions. It has always årsperiodicitet and the same period the version is attached to.
Add a new comment type
Click the blank line at the bottom of the list and type the name of the new comment type. To add multiples, repeat the procedure. You can go directly to the next line by using the TAB key. Finish by clicking Shoot.
Change a comment type
Click directly on the comment type you want to change, and then type the comment name you wish. Finish by clicking Shoot.
Delete a comment type
First decide whether to delete an entire comment type or to change the comment type only for a particular column in a view or a report. Finish by clicking Shoot.
Change comment type in view
Is in General.
Delete Comment Type
If you point to a comment type, a Dustbin At the far right of the line. Click it to delete the comment type. You can delete all comment types except Comment And Planeringskommentar.
Obs! If you delete a comment type, you also delete all comments written to that comment type. If that is what you want to do, you must also accept that the comments should actually be deleted from the system.
See where the comment type is used
Point to the comment type, and then click Binoculars That appears on the right, you'll see the name of the view and the scorecard column.
Here you can write instructions that will be visible to users when they write their comments. The instructions appear on the right side of the nodes Rapporterafönster.
Add an instruction
- Click the .
- Select the Scorecards, Comment types And unit which the instruction is to be visible.
- Select the period in the Dropdownlistan and write an instruction for the periods where it feels relevant. The periods shown are controlled by the periodicity of the selected scorecard column. See Scorecards And Periodicity and deadlines.
- Click on the button save At the bottom of the page.
- To exit, select where the instruction should be visible. See Change visibility.
Change an instruction
Click the Wrench On the left side of the table. In the tab Change instruction You can select a period, edit its instruction, and finish by clicking Shoot.
Remove an instruction
Do you want the instruction to disappear from all nodes in the tool? Point ISF on the instruction and click Dust bin That appears on the right. If you want to remove it only on specific unit, change the visibility instead. See explanation below.
By default, a note is displayed only on the unit selected when the instruction was created. Here you have the option to choose to also appear on other units. Start by clicking Change visibility. A new window will open where you can click your left to the right level in the organization tree and tick the units you want the instructions to appear on. You can check that the instruction is visible to all underlying entities at a specific level in the organization tree.
Here you can find settings that control what the comments editor should contain, both appearance and function wise. The settings are divided into three groups: Comments editor, Color settings And Other settings.
Makes it possible to add a subtitle when writing a comment in a Rapporteringsfönster.
Enable senders for Comments
If this option is not enabled, each comment automatically receives the logged-in user's name as Writer. If this option is enabled, the Writer Out against Sender. Users will then have the option to remove themselves and instead choose someone else or leave the field blank.
Se Simple formatting for comments
The editor in particular. Rapporterafönstret Not show all features. The features that are hidden are the buttons for Cut out, Undo And Redo.
Use line break instead of new paragraph when pressing the Enter button
Causes the cursor to jump down a line in the text instead of two rows.
Enable Java paste of images
Requires that a compatible Java version is installed on the client computers.
Use accrual colors for the subnodes
Enables users to set a color for a period in text nodes (e.g. target). The color is linked with the periodicity of the comment. Period is governed by Scorecards column Settings. The color is set per unit or per node depending on the visibility setting you have made on the tab General. If this option is not enabled, the ability to select color is missing from the text nodes.
Use accrual colors for tasks
Allows you to select a specific color for a particular period in the Aktivitetsnoder.
Make it mandatory to select a color
Forces users to select a color when they type a comment. option requires that Use pEriodiserade Colors are enabled for tasks or for a subnode. Affects color in Rapporterafönstret.
make annotation mandatory to select color
Forces users to write a comment in Rapporterafönstret To select a manual color.
Show clear selection box in Kommentarspopupen
Sets comments to be klarmarkeras. Nodes that use clear markup for comments continue to appear (even as overdue) in Rapporteringstabellsfilter On Home Until they klarmarkeras. In report parts in reports, you can set up headers to be automatically klarmarkeras if they contain only comments that are already klarmarkerade.
Do not show the period's comments in the nodegenskaper until the period is Klarmarkerad
Makes only klarmarkerade comments visible in views and report parts. option requires that Show clear selection box in Kommentarspopupen is enabled.
View all comments in the period (merged into one)
Views and reports present all comments that are written in the same period as if it was the same comment. You will get the same functionality if you instead use the Nodegenskapen. Comment + History.
Enable typed comments
Typed comments are used if you want to be able to use several different kinds of comments in the same node. For example, if a regular comment and an analysis should be made for the same node. The reporting is set up so that the different types of comments are written in each view. It is possible to display different comment types in the same view, but only one can be displayed in the Nodpopupen. The comment types are defined in the tab Comment types Displayed until this option is enabled.
Do not interpret color as a color if you have actively
Allows you to select the color No color .
Use last period in selected version if today's date is later than the last date of the version
Allows a comment to never end up in a later period than the version that you write the comment in. If a comment is written in the current version after December 31, you can choose to say that it is written on December 31st and not in the following year.
Show Comment icon before comments. Affects Rapportspecifika comments.
This feature only applies to you who enabled the ability to create old reports. The new reports are of the types: Standing, Tree structure Or Table.