Picklist Editor
New Page
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Title |
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Related Comments In Mobile App |
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Document Prepared by |
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Jeevarathinam |
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Document Prepared on |
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19/03/2026 |
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Document Designed by |
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Ranjith |
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Document Reviewed by |
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Ashok |
Business Case:
· Add comments quickly for tagged record
· Improves team communication
· Saves time with quick access
· Better tracking of activities
Design:
https://www.figma.com/proto/ppnUqjCd91WwzSkCNA5Q8l/Related-Module-Mobile?page-id=0%3A1&node-id=62-3…
v whenever User use the “Related Module Comments- view”, then User can easily to see the tagged records comment in the popup.
v And when User use the “Related Module Comments- Add, then User can easily to add the comments in the popup,
· so, based on this Related Module Comments- view and Related Module Comments- Add already this functionality worked and completed in Web Application.
· So, same above mentioned functionality should worked Mobile Application – So please refer this Ticket No- RSINDIA11344.
v In profile Mobile Actions Section two new option,
· Both fields should follow the toggle button UI.
· By default, the ‘Related module Comments-View’ option should be disabled and displayed.
· By default, ‘Related module comments- Add’ should be disabled and displayed.
v In Mobile Actions Section, When the Related Module Comments – View option is enabled in the profile for a specific module, whenever that specific module is tagged, then only Comments icon should be displayed in the tagged record, otherwise it should not be displayed.
v Comments icon should be displayed in the Detail view, Submodule Detail View and Global Search in Mobile App.
v The Comments module is enabled for the profile
v A tagged record is present for the module, then only a new icon- ‘comments icon’, should be displayed in the tagged record’s related field value in the Detail View, otherwise it should not be displayed.
Example
Main Module- Leads
Tagged Module- Appointments
2. The comments icon should be displayed in the Leads module related field (where the Appointments module is tagged records).
· When the Related Module Comments – Add option is enabled in the profile for a specific module, whenever that specific module is tagged, the Comments icon should be displayed in the tagged record, otherwise it should not be displayed.
· Comments icon should be displayed in the Detail view, Submodule Detail View and Global Search in Mobile App.
· The Comments module is enabled for the profile A tagged record is present for the module Then, only a new icon- ‘comments icon’, should be displayed in the tagged record’s related field value, otherwise it should not be displayed.
· But when related module is disabled in mobile view or profile, then also “Related Module Comments – Add” icon should be displayed.
Example
Main Module- Leads
Tagged Module- Appointments
2. The comments icon should be displayed in the Leads module’s related field (where the Appointments module is tagged) .
COMMENTS ICON FUNCTIONALITY
v When the Comments icon is clicked, then Comments pop-up should be open from bottom to upwards and displayed.
Header Section:
· Comments label name text along with Close Icon should be displayed.
· When close icon is clicked, then respective comments popup should be closed and no action should be performed.
Comments Section:
· Displays the comments of the tagged record based on the ‘Related Comments’ field value set in the Configuration Editor. (Refer to Requirement 2).
· But when any comments is not there for this tagged records, then “NO Comments” should be displayed
Comment Display Order:
v The comments should be displayed in descending order based on the Comment created time.
v Whenever user scroll the content should be scroll vertically.
v In that all comments, User profile set image should be displayed but when User not have profile set image, then Avatar icon should be displayed.
v When scrolled, the previous comments should be displayed.
Comment Format:
· User’s Profile Icon, User’s First & Last Name, Date & Time, Comment Text should be displayed in order.
User’s Profile Icon
· The profile icon of the comment-provided user should be displayed.
· If there is no profile icon set for the corresponding user, then the avatar icon should be displayed.
User’s First & Last Name
· The First name and last name of the comment-provided user should be displayed.
· If the First name or last name of the comment-provided user is present, then the corresponding First name or last name should be displayed.
· If there is no First name and last name, then the user ID should be displayed.
Date & Time
· The comment-provided date and Time should be displayed.
· It should be displayed based on the configured date and time format of the login user.
· The Ago time should be displayed, showing the duration since the comment was posted.
Format: Date Time (Ago time)
Example: 7/29/2024 05:17 PM (4 secs)
Comment Text
v It should display the entire comment entered by the user.
v The comment text should be wrapped and displayed, and should not be displayed as overlap.
· When the Related Module Comments- View is Disabled, then the comments icon should not be displayed in the tagged record’s related field value of the basic list view.
· The Comments module is enabled for the profile
· When tagged record is present for the module,
Then, only a new icon- ‘comments icon’, should be displayed in the tagged record’s related field values in the Detail view in the Mobile App.
· If any of the above-mentioned options are disabled, then the comments icon should not be displayed.
· If no tagged record is present for the corresponding module, then also Comments icon should not be displayed in the Mobile App.
COMMENTS ICON FUNCTIONALITY:
v When the Comments icon is clicked, the Add Comments pop-up should be displayed.
v In that Already Entered Users comments should be displayed.
v Bottom of this popup, Respective login User profile icon along with Text input box should be displayed.
v In the Text input box “+ Add Comments” text and “Send” icon should be displayed.
v When clicked the “Text” input box, then respective mobile keypad should be displayed.
v In the “Text” input box, when entered any value and send icon is clicked, then respective comment should be post in the comment section.
v While typing the value in the text input box, then also user can possible to scroll and see the User comments.
· When comments are entered in the input box and the Close Icon is clicked, the pop-up should close and no actions should be performed. When the Comments icon is clicked again, the input box should open in a fresh/empty state.
Send icon
· When comments are entered in the input box and the ‘Send’ icon is clicked, the provided comment should be displayed in the Previous comment section as the last comment
· Comments can be sended any number of times.
· Every time, the last sended comment should be displayed as the Last comment in the Previous Comments Section.
2. Previous Comments Section
· Displays the comments of the tagged record based on the ‘Related Comments’ field value set in the Configuration Editor. (Refer to Requirement 2).
Comment Display Order
· The comments should be displayed in descending order based on the Comment created time.
· Inner scroll should be implemented in the comments section.
· When scrolled, the previous comments should be displayed.
Comment Format:
· User’s Profile Icon, User’s First & Last Name, Date & Time, Comment Text should be displayed in order
User’s Profile Icon
· The profile icon of the comment-provided user should be displayed.
· If there is no profile icon set for the corresponding user, then the avatar icon should be displayed.
User’s First & Last Name
· The First name and last name of the comment-provided user should be displayed.
· If the First name or last name of the comment-provided user is present, then the corresponding First name or last name should be displayed.
· If there is no First name and last name, then the user ID should be displayed.
Date & Time
· The comment-provided date and Time should be displayed.
· It should be displayed based on the configured date and time format of the login user.
· The Ago time should be displayed, showing the duration since the comment was posted.
Format: Date Time (Ago time)
Example “7/29/2024 05:17 PM (4 secs)”.
Comment Text
· It should display the entire comment entered by the user.
· The comment text should be wrapped and displayed, and should not be displayed as overlap.
· When the Related Module Comments- Add is Disabled, then the comments icon should not be displayed in the record’s related field value of the Detail view
NOTE
· If Related module comments- view or Related module comments –Add is enabled and no tagged record is present for the corresponding module, then the Comments icon should not be displayed in the tagged record.
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S.NO |
Comments Icon displayed |
Comments icon not displayed |
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1 |
Related Module Comments View or Related Module Comments Add-Enabled |
Related Module Comments View and Related Module Comments Add- Disabled |
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2 |
Profile Permission for Comments Module-Enabled |
Profile Permission for Comments Module-Disabled |
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3 |
The tagged record should be present |
The tagged record should not be present |
· If all the above-mentioned conditions are true, then only the Comments icon should be displayed in the tagged record. Otherwise, the Comments icon should not be displayed.
NEGATIVE SCENARIO
1. DELETE CASE
· When the tagged module is made inactive in the module manager, then the comments icon should not be displayed.
· When the tagged module is deleted, the comments icon should not be displayed.
· When the related field is made inactive or deleted, then the comment icon should not be displayed.
· When the related field is made inactive and active, then the comment icon should be displayed.
· when related module is disabled in mobile view or profile, then also (“Related Module Comments – view”, “Related Module Comments—Add”) icon should be displayed.
· And function should be still continue to work.
2. TAGGED MODULE IS CHANGED
· When a module is tagged to a main module, clicking the comments icon should display the comments of that tagged module.
· If the tagged module is changed, and then the Comments icon is clicked,
· For old records → comments from the previously tagged module should be displayed.
· For new records → comments from the newly tagged module should be displayed
v So, above mentioned Functionality should be follow in Mobile App for Detail View, Sub Module Detail view and Global Search.
3.NO COMMENTS IN PREVIOUS COMMENTS SECTION
· When comments are not there for the particular tagged record, then the comment should not be displayed in the Previous comments section.
v Above mentioned functionality should be followed for Mobile App—Detail View, Sub Module Detail view and Global Search.
REQUIREMENT 2
· In the Configuration Editor- “Related comments” functionality already worked in the Web Application, so based on this same functionality should follow to work for Mobile Application so please refer the ticket no: RSINDIA11344.
· In Configuration Editor, a new field, Related Comments, should be displayed.
· This field should follow the picklist UI type.
· When the Related Comments input box is clicked, the search box and dropdown list should be displayed.
· The dropdown list contains the following options:
· Last 3 Comments
· Last 5 Comments
· Last 10 Comments
· All Comments
· Future Comments
· Inner scroll should be implemented in the dropdown list.
· When the necessary value is entered in the Search box, the matching value should be filtered and displayed.
· In that “Related Comments” field default- “Last 3 Comments” should be selected and displayed.
· When any of the above-mentioned options are selected in the ‘Related Comments’ field in Configuration Editor, on clicking the Comments icon, the comments should display in the following manner:
LAST 3 COMMENTS:
· Only the last 3 comments should be displayed in the Previous comments section.
LAST 5 COMMENTS:
· Only the last 5 comments should be displayed in the Previous comments section.
LAST 10 COMMENTS:
· Only the last 10 comments should be displayed in the Previous comments section.
ALL COMMENTS:
· All comments should be displayed in the Previous comments section.
FUTURE COMMENTS
· Show only the comments added after the module was tagged to the main module.
· Do not show comments added before the module was tagged.
Example:
Main Module: Enquiry
Tagged Module: Leads
1. Initially Leads module is not tagged to the Enquiry module
2. Before the Leads module is tagged.
Comments in the Leads module: Welcome
2. Leads module tagged to Enquiry module
3. After the Lead module is tagged.
Comments in the Leads module: Lead generated.
· When the Comments icon in the related field is clicked, then only the Lead Generated Comment should
Recording –voice to Automate comments:
· When “Record Mic” icon is clicked, then default it select in “English” Language and change the “Record Mic” colour to “Red” colour.
· When “Record Mic” icon changed as “Red” colour, then only System should start to catch the User speech words and System automatically convert them into text in the respective input box, otherwise system should not catch the User speaking words.
· When System start to catch the User Speech words, then only close icon should be displayed in Comments-input box, otherwise it should not have displayed.
· Once User finish to spoke, then clicked the “Record Mic” icon then System should stop to catch the User speaking words and change “Record Mic” icon as previous state and when send icon is clicked, then respective Comment should be post.
· When User again open the Comments Section popup, then previously posted comments should be displayed.
· But when close icon is clicked, then Entire “Comments” content should be removed in the Comments -input box.
· When User is Spoked by Using “Record Mic”, then without clicked the “send” icon button and when comments section popup close icon is clicked, then respective popup should be closed.
· When again clicked the “Comments” Icon, then respective spoked “Comments” content should be removed in the Comments Section popup.
· If the content exceeds the input box, then input box should expand accordingly.
· Whenever User Speaking in the Voice Record, then “language” icon should become read only format.
· When User clicked the “Language” icon, then respective popup should be displayed.
· The respective “Language” select popup should be slides to open from bottom to upwards.
Header Section:
· In that popup, “Choose Language” Text and “close” icon should be displayed.
· When close icon is clicked, then respective popup should be closed and no action should be performed.
Body Section:
· Below the header section, Search input box should be displayed.
· In that Search input box, Search “icon” and “Search here” text should be displayed and when search any value in the input box that respective value system should be search and displayed.
· Below the Search input box, given options “English, Hindi, Tamil” should be displayed but in that “English” should be selected and displayed by default.
· And it should follow the picklist UI type, So, System should allow the User to select only one option at the time.
So, whenever any option is change and select, then system only should follow the User selected option
Eg:
previous select- English
Current select – Tamil
System should follow now- Tamil language.
v In the Comments section, when the user starts to speaking using the “Record Mic” icon, the system should convert the speech into text in the input box.
v If the user clicks the “Record Mic” icon again, the system should stop to capturing speech and the mic icon should revert to its previous colour/state.
v Once the mic icon returns to its previous state, the Language icon should no longer remain in read-only mode.
v The user can then click the Language icon and change the language.
v When the user clicks the “Record Mic” icon again, The icon should turn red color, and speech recording should resume.
v The previously recorded text (from the earlier language) should remain unchanged.
v The system should now capture and store speech based on the newly selected language.
Example:
· User starts recording in English using the Record Mic icon → speech is converted to text in English.
· User clicks the Record Mic icon again → recording stops.
· User changes the language to Tamil.
· User clicks the Record Mic icon again → recording starts (icon turns red).
· Now, new speech is converted into Tamil text, while the previously recorded English text remains unchanged