Viewing Conversations
- You have permissions to view conversations.
- You have access to the supported record (contract, contract request, supplier request, supplier, or account).
- Subject
- Participants
- Last activity (last modified user and duration)
- Count of posts/comments
- Count of attachments
- External participant involvement
When a contract has amendments, Conversations provides a unified view of conversation threads across the full contract lineage, so you do not have to open each version separately to find prior context.
When you open the Conversations page for a contract that has amendments, the list view shows a unified list of conversation threads from the original contract, previous amendments and subsequent amendments. This view is available whether amendments are:
- Created automatically by the system (system‑defined amendment chain), or
- Linked manually by users (manual amendment chain). Manual contract relationships can be created using the Relationship tab in the LINKS panel of a contract. For more information, see Contract Relationships.
Unified conversation visibility supports both system‑generated and manually linked amendment relationships. There's no fixed system limit on the number of amendments in a system-generated amendment chain; this is effectively user-controlled. However, it's recommended avoiding very deep amendment chains to prevent long, hard-to-navigate amendment links.
Limitation on Conversations for Amendment :
Manual amendment chains: Supports up to 10 levels in the amendment chain. This is to prevent performance degradation and avoid issues with very long or circular link structures. Conversations beyond this limit are not guaranteed to appear in the list.
The Manage Conversations button is available on supported records at all lifecycle statuses. There are no status-based restrictions on button visibility. You can access the Conversations page for a record regardless of whether it is in Draft, Active, Expired, Terminated, or any other status.
This applies to all supported object types: Agreement, Contract Request, Supplier Request, Supplier, and Account.
- You can view all conversations that you are authorized to access; however, you can respond only to conversations in which you are a participant.
- Complete message history for each conversation is visible.
- Conversations are clearly differentiated by the record, attachments, and external participation.