Creating Comments and Replying :: SAS(R) BI Dashboard 4.31: User's Guide, Second Edition

Overview

You and other users that have access to an indicator can make comments about that indicator. Using comments, you can communicate among your coworkers and improve productivity. An indicator can have multiple topics of conversation and each topic can be an extended conversation of comments and replies. If a conversation is extensive, you can sort, filter, and search the comments.

View and Create Comments

If an indicator already has comments, Comment icon

appears on the indicator title bar. To make a new comment, complete the following steps:

In an indicator title bar, click , and then click Manage Comments. The Comments window appears.

If there are existing comments about this element, the comments appear in this window.
Click New Topic to make a comment about a new topic.
In the New Topic window, type a topic name and a comment.
(Optional) Click Attachment to attach a file to the comment. Select one or more files to attach and click Open.

Note: To delete the attachment from the comment, click in the New Topic window. After you save the comment, you can no longer delete the attachment.
Click Save to save and post your comment. When you post a comment, it is added to a topic thread of comments about that indicator. After you post a comment, other users can reply. Their comments are also added to the topic thread of comments.

Reply to a Comment

If an indicator has comments, Comment icon

appears on the indicator title bar. To reply to a comment, complete the following steps:

In an indicator title bar, click . The Comments window appears.
Expand the topic thread of comments.
Locate the comment that you want to reply to and click Reply.
In the response window, type a comment.
(Optional) Click Attachment to attach a file to the comment. Select one or more files to attach and click Open.

Note: To delete the attachment from the comment, click in the New Topic window.
Click OK to save and post your reply. The comment is added to the thread of comments.

Edit an Existing Comment

Business users cannot edit existing comments. Only users in the Comments Administrator role can edit comments. For more information, see the SAS 9.3 Middle-Tier Administration Guide and the SAS 9.3 Web Application Administration Guide.

Delete a Comment

Business users cannot delete comments. Only users in the Comments Administrator role can delete comments. For more information, see the SAS 9.3 Middle-Tier Administration Guide and the SAS 9.3 Web Application Administration Guide.

Sort Comments

To sort comments, in the Comments window, click Actions

Sort and Filter and select the way that you want to sort the comments. The comment list is sorted.

Search through Comments

To search comments, complete the following steps:

In the Comments window, type one or more characters in the Search field.
Click . Any comments that include the search string appear in a results list.
To view an entire comment, click Show This Topic.
To view the results list again, click Back to Search Results.
To view the Comments window again, click Return to Comments.

Exit Comments

To exit the Comments window, click X in the upper right corner of the window.