How Does Work Chat Type Window In iDempiere

The Chat Type window in iDempiere defines categories of chats used to organize discussions around business processes. It links chat conversations to specific ERP documents or business tables, such as Sales Orders, and controls how messages are moderated before becoming visible.

This window is used across standard business processes wherever collaborative, in-context discussion on a business record is required, and applies broadly to Retail, Distribution, Manufacturing, and Services organizations running iDempiere.

Process Flow

Business Rules

• A Chat Type organizes chat discussions by business process or document type.
• The Name field is mandatory and identifies the Chat Type within the Tenant.
• Linking a Table restricts the Chat Type to chats created against records of that business table.
• Moderation Type controls whether chat entries require approval before becoming visible to other users.
• Only active Chat Type records are available for selection when creating a new Chat entry.
• The Organization field determines the scope of Chat Type availability within the Tenant.

Prerequisites

• An active Tenant and Organization must be configured in iDempiere.
• The target business Table, such as C_Order, must already exist in the Application Dictionary if the Chat Type is linked to a table.
• Users must have access to the Chat feature to create and view chats of this type.

Navigation

Menu → Chat → Chat Type

Upon opening the window, users see the Chat Type header form where a new chat category can be defined or an existing one reviewed.

Configuration Steps

Step 1: Define the Chat Type

This step establishes the basic identity of the Chat Type so it can be recognized and selected when users start a new chat.

Navigate to the Chat Type window, enter a unique Name, provide a Description, and confirm the record is Active.

Field	Sample Value	Description
Tenant	POTS	Identifies the tenant the Chat Type belongs to.
Organization	*	Determines the scope of Chat Type availability within the Tenant.
Name	UPDATES	Unique name identifying the Chat Type.
Description	Order status updates	Short explanation of the Chat Type’s purpose.
Active	Checked	Indicates the record is available for use when creating a new Chat.

Step 2: Link the Chat Type to a Business Table and Configure Moderation

Linking a Table restricts the Chat Type to discussions raised against records of that business object, keeping conversations relevant to the correct document type. Moderation settings then determine whether chat messages of this type require approval before other users can see them.

Select the business Table this Chat Type applies to, such as C_Order for Sales Order discussions, and set the Moderation Type to control whether messages are published immediately or held for review.

Field	Sample Value	Description
Table	C_Order	Business table this Chat Type is associated with, e.g. Sales Order.
Moderation Type	Not Moderated	Controls whether chat entries require approval before becoming visible.

When a Table is set, the Chat Type is only offered when starting a chat from a record of that business table. After completing the configuration, the Chat Type is ready for use in standard iDempiere chat transactions.

Common Issues and Resolutions

Issue	Cause	Resolution
Chat Type not visible when starting a new chat	Active checkbox unchecked	Activate the Chat Type record.
Chat Type not offered from a specific record	Table field left blank or set to a different table	Select the correct business Table for the Chat Type.
Chat messages not appearing to other users	Moderation Type set to a moderated setting and message pending approval	Approve the pending message, or review the Moderation Type setting.
Users confused by similarly named Chat Types	Multiple Chat Types created with overlapping names	Use clear, unique naming conventions for each Chat Type.
Chat Type missing from another Organization	Organization scope does not match the user’s assigned access	Verify the Organization on the Chat Type matches the user’s Organization access.

Next Steps

• Chat window – to create and manage individual chat discussions using this Chat Type.
• Table window – to review or maintain the business tables available for linking.
• Role window – to manage user access to the Chat feature.