{"id":27350,"date":"2026-08-18T09:44:14","date_gmt":"2026-08-18T09:44:14","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=27350"},"modified":"2026-08-18T09:44:16","modified_gmt":"2026-08-18T09:44:16","slug":"how-does-work-view-chat-window-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-does-work-view-chat-window-in-idempiere\/","title":{"rendered":"How Does Work View Chat Window in iDempiere"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The View Chat window in iDempiere displays the chat conversation linked to a specific business record, such as a Sales Order. When a user posts a message from a document, iDempiere automatically creates the underlying chat and chat entry records needed to store the conversation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This window is used across standard business processes wherever in-context, document-level collaboration is required, and applies broadly to Retail, Distribution, Manufacturing, and Services organisations running iDempiere.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Business Rules<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A Chat header record is automatically created the first time a user posts a message from a business document.<\/li>\n\n\n\n<li>Each message posted against a document creates a separate Chat Entry record under the same Chat header.<\/li>\n\n\n\n<li>The Chat header links to the source business record through the Table and Record UUID fields.<\/li>\n\n\n\n<li>Chat Type determines the default category, and its Moderation Type setting influences whether entries require approval.<\/li>\n\n\n\n<li>Confidentiality on the Chat header and on each Chat Entry controls who can view the conversation.<\/li>\n\n\n\n<li>A Chat Entry can reference a Chat Entry Parent and Chat Entry Grandparent to support threaded replies.<\/li>\n\n\n\n<li>The Updates tab lists users subscribed to notifications for the Chat, with an option for Self-Service access.<\/li>\n\n\n\n<li>Only active Chat Entry records are displayed as part of the visible conversation.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Prerequisites<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>An active Chat Type record, such as UPDATES, must exist before chat messages can be categorized.<\/li>\n\n\n\n<li>The related business document, such as a Sales Order, must exist and be accessible to the user.<\/li>\n\n\n\n<li>Users must have access rights to the source record to view or add chat entries.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Navigation<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Menu \u2192 Chat \u2192 View Chat, or directly from a business document using its Chat option.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Upon opening the window, users see the Chat header form along with the Chat Entry and Updates tabs below it.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Configuration Steps<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Review the Chat Header<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The Chat header identifies the overall conversation for a business record and shows its category, confidentiality, and moderation settings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open View Chat for the relevant document to review the header details before drilling into individual messages.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><td><strong>Field<\/strong><\/td><td><strong>Sample Value<\/strong><\/td><td><strong>Description<\/strong><\/td><\/tr><\/thead><tbody><tr><td>Tenant<\/td><td>POTS<\/td><td>Identifies the tenant the Chat belongs to.<\/td><\/tr><tr><td>Organization<\/td><td>*<\/td><td>Identifies the organization scope for the Chat.<\/td><\/tr><tr><td>Description<\/td><td>Order: 50030<\/td><td>Short label identifying the business record the Chat relates to.<\/td><\/tr><tr><td>Active<\/td><td>Checked<\/td><td>Indicates the Chat header is available for use.<\/td><\/tr><tr><td>Chat Type<\/td><td>UPDATES<\/td><td>Category assigned to this Chat, defined in the Chat Type window.<\/td><\/tr><tr><td>Confidentiality<\/td><td>Internal<\/td><td>Controls the visibility level of the overall conversation.<\/td><\/tr><tr><td>Table<\/td><td>C_Order_Order<\/td><td>Business table and record the Chat is linked to.<\/td><\/tr><tr><td>Record UUID<\/td><td>50030_06\/25\/2026<\/td><td>Unique reference identifying the specific source record.<\/td><\/tr><tr><td>Moderation Type<\/td><td>Not moderated<\/td><td>Indicates whether entries in this Chat require approval before being visible.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"672\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-Collaboration-View-Chat.png\" alt=\"Tenthplanet Idempiere-Collaboration-View Chat\" class=\"wp-image-27364\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-Collaboration-View-Chat.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-Collaboration-View-Chat-300x197.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-Collaboration-View-Chat-768x504.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Review Chat Entries<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The Chat Entry tab lists each individual message posted to the Chat, including its confidentiality, type, and any threaded relationship to other entries.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open the Chat Entry tab to review the message content and entry-level settings for each post.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><td><strong>Field<\/strong><\/td><td><strong>Sample Value<\/strong><\/td><td><strong>Description<\/strong><\/td><\/tr><\/thead><tbody><tr><td>Tenant<\/td><td>POTS<\/td><td>Tenant associated with the Chat Entry.<\/td><\/tr><tr><td>Organization<\/td><td>*<\/td><td>Organization associated with the Chat Entry.<\/td><\/tr><tr><td>Chat<\/td><td>Order: 50030<\/td><td>Parent Chat header this entry belongs to.<\/td><\/tr><tr><td>Active<\/td><td>Checked<\/td><td>Indicates the entry is part of the visible conversation.<\/td><\/tr><tr><td>Moderation Status<\/td><td>(blank)<\/td><td>Shows the approval status of the entry when the Chat is moderated.<\/td><\/tr><tr><td>Confidentiality<\/td><td>Public Information<\/td><td>Controls the visibility level of this specific message.<\/td><\/tr><tr><td>Chat Entry Type<\/td><td>Note (flat)<\/td><td>Defines the format of the entry, such as a flat note.<\/td><\/tr><tr><td>Subject<\/td><td>(blank)<\/td><td>Optional short heading for the message.<\/td><\/tr><tr><td>Chat Entry Grandparent<\/td><td>(blank)<\/td><td>Reference to a higher-level entry when replies are nested two levels deep.<\/td><\/tr><tr><td>Chat Entry Parent<\/td><td>(blank)<\/td><td>Reference to the entry this message is a direct reply to.<\/td><\/tr><tr><td>Character Data<\/td><td>HELLO<\/td><td>The actual text content of the message.<\/td><\/tr><tr><td>User\/Contact<\/td><td>(blank)<\/td><td>User or Contact associated with the entry, if applicable.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"672\" src=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-Collaboration-View-Chat-1.png\" alt=\"Tenthplanet Idempiere-Collaboration-View Chat-1\" class=\"wp-image-27365\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-Collaboration-View-Chat-1.png 1024w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-Collaboration-View-Chat-1-300x197.png 300w, https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/Tenthplanet-Idempiere-Collaboration-View-Chat-1-768x504.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Review Subscribed Users<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The Updates tab lists the users or contacts subscribed to receive notifications for activity on this Chat.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open the Updates tab to review or manage the list of subscribed participants.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><td><strong>Field<\/strong><\/td><td><strong>Sample Value<\/strong><\/td><td><strong>Description<\/strong><\/td><\/tr><\/thead><tbody><tr><td>Tenant<\/td><td>POTS<\/td><td>Tenant associated with the subscription record.<\/td><\/tr><tr><td>Organization<\/td><td>*<\/td><td>Organization associated with the subscription record.<\/td><\/tr><tr><td>Chat<\/td><td>Order: 50030<\/td><td>Parent Chat header this subscription applies to.<\/td><\/tr><tr><td>User\/Contact<\/td><td>SuperUser<\/td><td>User or Contact subscribed to updates for this Chat.<\/td><\/tr><tr><td>Active<\/td><td>Checked<\/td><td>Indicates the subscription is currently in effect.<\/td><\/tr><tr><td>Self-Service<\/td><td>Unchecked<\/td><td>Indicates whether the subscription was created through self-service access.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><td><strong>Issue<\/strong><\/td><td><strong>Cause<\/strong><\/td><td><strong>Resolution<\/strong><\/td><\/tr><\/thead><tbody><tr><td>No Chat available for a document<\/td><td>No message has been posted yet from that document<\/td><td>Post a message from the document; the Chat header is created automatically.<\/td><\/tr><tr><td>A message is missing from the conversation<\/td><td>The Chat Entry record is not Active<\/td><td>Activate the Chat Entry record to restore it to the visible conversation.<\/td><\/tr><tr><td>Message not visible to other users<\/td><td>Confidentiality set to a restricted level<\/td><td>Review and adjust the Confidentiality on the Chat header or entry as appropriate.<\/td><\/tr><tr><td>Entry appears stuck awaiting review<\/td><td>Moderation Status pending on a moderated Chat<\/td><td>Have an authorized user approve the pending Chat Entry.<\/td><\/tr><tr><td>Threaded reply not grouped with the original message<\/td><td>Chat Entry Parent not set on the reply<\/td><td>Set the Chat Entry Parent to the correct originating entry.<\/td><\/tr><tr><td>User not receiving notifications for a Chat<\/td><td>User\/Contact not listed in the Updates tab<\/td><td>Add the user or contact as a subscriber in the Updates tab.<\/td><\/tr><tr><td>Cannot identify which record a Chat relates to<\/td><td>Table and Record UUID not reviewed on the header<\/td><td>Check the Table and Record UUID fields on the Chat header for the source reference.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Next Steps<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Chat Type window \u2013 to review or maintain the categories available for new Chats.<\/li>\n\n\n\n<li>Sales Order window (or other source document) \u2013 to post new messages that generate Chat records.<\/li>\n\n\n\n<li>Role window \u2013 to manage user access to the Chat feature.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The View Chat window in iDempiere displays the chat conversation linked to a specific business record, such as a Sales [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[94,10],"tags":[],"class_list":["post-27350","post","type-post","status-publish","format-standard","hentry","category-idempiere-system-admin","category-idempiere-product"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27350","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=27350"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27350\/revisions"}],"predecessor-version":[{"id":27367,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27350\/revisions\/27367"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=27350"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=27350"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=27350"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}