Mobile Layouts: Chatter Feed

The Chatter feed is a widget to display user messages on the Chatter module or in the Chatter tab of the selected record screen. Users can create posts and comments, and add attachments.

Important Notes

To use the Chatter widget, enable Chatter Feed tracking to allow users to see feed updates, such as new records, comments on them, and likes, they follow.

Some standard objects, e.g., Account or Contact, are tracked regardless of whether feed tracking is enabled or not.
To display Chatter on the mobile layout of the custom object record, e.g., custom activity or custom meeting, feed tracking should be enabled for the corresponding custom object.

Add Chatter to the Menu

To add the Chatter module to the app menu:

  1. Go to CT Mobile Control Panel: App Menu tab.

  2. Select the required profile in the Location picklist.

    General Settings will be applied to all the profiles without individual settings.

  3. Click the 62562609 button to open the Add menu item tool.

  4. Select the Chatter item.

  5. Click Add to close the Add menu item tool.

  6. Click Save.

The setup is complete.

Add Chatter to the Mobile Layout

To add the Chatter widget to the mobile layout:

  1. Go to Setup → Object Manager → select the Account or Contact object.

  2. Click Page Layouts and select the mobile layout.

  3. Drag and drop the Section element to the Account or Contact Detail area.

  4. In the Section Properties window, enter CHATTER in the Section Name field, and select the 1-Column layout. Ensure that the Display Section Header On checkbox is enabled.

    Do not translate the CHATTER section name. It is responsible for displaying Chatter on the mobile layout and should be left intact.

  5. Click OK.

  6. Drag and drop the Blank Space element below the CHATTER element.

  7. Click Save.

The Chatter widget is configured.

Posts and Comments

You can create, edit, or delete posts and comments. Tap/left-click post chatter win edit next to your post or comment to edit or delete it. The confirmation box appears when you delete the record.

To update a feed, tap/left-click chatter update. The spinner will be shown during the synchronization. The records (text posts, link posts, and content posts), comments, and likes will be synchronized.

Tap 62562618 to add a new message to the feed, group, or contact. You can edit or delete a post. If you cancel the post sending the text message will be saved (but the attachment will not) until the logout.

The user profile should have permission to edit records of the object to which the Chatter tab is added.

  • Format text and number lists.

  • Take a photo or select a photo from the gallery.

  • Attach a file from the device.

  • Attach a link.

Tap 62562619 under the post to comment.

  • Format text and number lists.

  • Take a photo or select a photo from the gallery.

  • Attach a file from the device.

Only one attachment can be added to a post or comment.

Tap like chatter to like a post or comment. Tap the record name to open its feed.

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