Revision as of 08:12, 27 June 2024

Overview

Annotations are a collaborative tool that enables users to add notes and responses directly to specific fields within a record. By using field-level annotations, users can modify particular fields and respond to comments without altering the rest of the record. This article will guide you through utilizing and configuring the annotation collaboration feature as part of an application review process. 

Note:

• You must be a Global Administrator to configure this feature. 
• The interface and recommended configuration practices for the annotations feature have been updated as part of the July 2024 upgrade.
• You can only edit the values of a single field at a time using the annotations feature. Validation will only run on the field being modified. Therefore, if you are using dynamic field visibility controls or need to run full validation on the entire form, you may need to exit annotation mode and go to an unlocked status to achieve this.