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Vizlib Teamwork Guides - Mentions

Mentions are designed to get you sharing Vizlib Teamwork content with other users directly from the app. Note: Mentions are available in Vizlib Teamwork version 2.0.0 and above, and are fully supported in Qlik Sense Cloud SaaS. 


TABLE OF CONTENTS


Mentions


When you add a mention for a user in a comment, they'll receive a notification via email. You can add text, and attach images to the message and the comment will be saved in the app as well. Figure 1 shows a mention being added to a comment in a Teamwork stream. Figure 2 shows a Teamwork stream with mentions added. 


Figure 1: Teamwork Mentions Example


Figure 2: Teamwork Stream with mentions


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QMC and VMC Configuration


Mentions in Vizlib Teamwork are set up by referencing settings from the Qlik Management Console (QMC) in the Teamwork Settings page of the Vizlib Management Console (VMC). 


In the QMC, the Users page (Figure 3) contains a list of Qlik Sense users. If a field contains a valid email address (e.g. in Figure 3, the field is userId), it can be used to enable mentions when the VMC settings are configured. 


Figure 3: QMC Users (Simplified View)


In the VMC under Teamwork Settings>Users there is a dropdown setting called Email Attribute (Figure 4) which should contain options referencing the QMC Users list. 


Figure 4: VMC Email Attribute


  • To enable mentions in your Teamwork stream, select the QMC Users field which contains a valid email address (e.g. userID) from the list in Email Attribute.  
  • Click Save Changes to apply your settings.

Note: The same field may be displayed with different cases (e.g. QMC attributes beginning with upper case, but using all lower case in the VMC). Using mentions will not be affected. 


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Using Teamwork Mentions


  • To mention a user, type @ in the text box used for entering comments on the Teamwork sheet. You should see a list of user names appear. If the list does not appear, please review the settings described in QMC and VMC Configuration. If you would like more information about user accounts, please read our article on Teamwork User Profile Settings here.
  • Either scroll through the list or type the username to find the user you want, add your comments / images and send the comment by pressing Enter (Figure 5). 


Figure 5: Teamwork Mention Added


Note: If you are add an image from a visualization, the image icon will change color. 


The mention will appear highlighted on the comment stream, with the image displaying if one is added (Figure 6). 


Figure 6: Comment with Mention Added


The mentioned user should receive a notification via email when the comment is posted. Figure 7 shows an example notification for a Teamwork integration with email. 


Figure 7: Email Notification Example


If you need to edit the comment containing the mention, a new notification will be sent to the mentioned user. 


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Settings


You can manage and update your settings for Teamwork mentions in the Teamwork Settings section of the Vizlib Management Console.


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K
Kenneth is the author of this solution article.

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