Overview
Social follows is a key aspect in Social ERP.
The act of 'following' an object is akin to subscribing to updates for that specific item. In essence, it signifies that you want to know when something happens within its context, making it one of your 'favorite' objects. As a result of following, you'll receive individual notifications related to this object. Furthermore, this action automatically triggers the creation of a new tile within the My Favorites app. This tile visually displays the count of new notifications relevant to the object you're following. Importantly, the tile remains present as long as you continue following the corresponding object.
Adding an object to your favorites (i.e., following it) can happen in two ways: either by doing it manually or having it done automatically.
(Un)follow an object manually
Just as the name implies, this process is manual. To achieve it, open the object you wish to follow and click on the star icon located at the upper right corner of the form.
When the star icon is filled, it means the object is already in your favorites. To unfollow it, simply click the star icon again.
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Auto object follow
Automatically following an object is also an option. For instance, if you're mentioned in a discussion about an object you haven't followed yet, it will be automatically added to your favorites. When this occurs, along with the new 'object follow,' you'll receive a notification specifying who mentioned you. You can find further details in the Chatter mentions.
My apps - Favorites
"My Favorites" provides a visual representation of all objects that you are following, also known as your favorite objects. Much like My Tiles, the main visual element here is the tile, although with some differences. The caption of the tile is the display text of the favorite object, and the badge displays the count of available new notifications.
Consequently, an example of the overall view of "My Favorites" looks like this:
The tiles are organized into groups based on the entities they belong to.
Additionally, clicking on a tile will open the form for the favorite object.
Note
Even if you have no notifications for a favorite object, its corresponding tile will still be displayed. The tile will disappear once you remove the object from your favorites.
My Favorites as a widget
Similar to most My Apps widgets, "My Favorites" supports the following properties:
- You can show the favorites widget in each form of your choice.
- Only the favorite objects (i.e., the tiles) related to the form's context will be shown.
Below, you can see example images illustrating the favorites widget on a menu page and within a navigator form.