Use

Collaborating on records

Discuss a record with your team, @mention people, see what changed and who changed it — and what share links and public forms open to people outside.

Work on a record rarely happens alone. Every record page can carry the conversation about it, a trail of what changed, and — when the app is set up for it — a way to show the record or collect data from people who don't sign in.

The discussion

Below the tabs of a record page sits its Discussion: comments and the record's activity in one feed, oldest first. (It appears on objects whose builder turned discussions on.)

You canHow
CommentType in Write a comment… and press Send or Ctrl+Enter. Bold, italic, lists and inline code are in the toolbar, with Preview
Mention someoneType @ and pick a person from the suggestions (or Mention someone)
ReplyReply under a comment to keep a thread together
ReactAdd an emoji reaction to a comment
Edit or deleteYour own comments only. An edited comment is marked (edited) — the server sets that mark, so it can't be hidden
Follow the recordSubscribe to notifications to hear about this record's updates

A comment appears the moment you send it, then settles into the saved copy without a duplicate.

Filtering the feed

The feed mixes comments with the record's activity. Narrow it with the filter:

FilterShows
All ActivityEverything
Comments OnlyComments and replies
Field ChangesEdits to the record's fields
Tasks OnlyTask entries

An empty filter just means the record has nothing of that kind yet.

@mentions

When you @mention someone, they get a notification in their bell with a preview of the comment and a link straight to the record.

A mention never reaches further than the discussion itself: the person is notified only if they can read the record and the comment. Mentioning someone does not give them access. The author of the comment isn't notified about their own mention, and nobody who wasn't mentioned is.

What changed, and who changed it

WhereWhat it shows
The discussion feedFor the fields the app's builder chose to track, a line such as Industry: Technology → Finance, using the labels you see in the form
The History tabThe record's full change history. It appears on objects whose builder turned history tracking on

Changes to fields that aren't tracked don't get a before-and-after line in the feed.

Sharing a record with your team

Share in the record's ⋯ menu copies the record's address (or opens your device's share sheet). It doesn't grant anything: the person who opens it still needs access to the record — see Permissions.

For objects where the app's builder enabled public sharing, a record can also have share links — a link that shows that one record to people who don't have an account, or who have one but no access to the record.

A share link is created for one record through the API (POST /api/v1/share-links) by someone who can see that record. Each link can carry its own limits:

LimitEffect
PasswordThe page asks for it: Password required, then Wrong password. until it's right
Signed-in users onlyVisitors without a session see Sign in required and a Sign in link back to the same page
Email allow-listOnly signed-in people with a listed email address see the record
Expiry dateThe link stops working on that date
Hidden fieldsFields left out of what the link shows, on top of the fields the object always hides from share links

The person who opens the link sees a page outside the app — no menu, no sign-in unless the link requires one — with the record's fields, read-only. If fields were hidden, the page says Some fields are hidden by the owner and names them.

  • Revoke a link (DELETE /api/v1/share-links/…) and it stops working at once: the page shows This link has expired or was revoked. So does a link past its expiry date.
  • Delete the record and every link to it answers This link is invalid or no longer available. — the same answer as a made-up link, so a link never confirms whether a record exists.
  • Hidden fields are removed on the server. They never reach the visitor's browser, not just the screen.
  • One record only. A link opens exactly the record it was made for, never related records or the rest of the list.
  • The password stays on the server. It's stored hashed and no response ever carries it back.
  • Nothing is cached. Pages served through a link tell browsers and proxies not to keep a copy, so the next person on a shared computer can't see a password-protected record.
  • You see only your own links. Listing links returns the ones you created, not anyone else's.

If the app's builder turns public sharing off for the object, every link on it stops working until it's turned back on.

Public forms: collecting data from outside

A public form is a form the app's builder published at a link such as /forms/contact-us, for people who aren't signed in — a contact form, a web-to-lead or a support request. Visitors fill it in and see the form's confirmation (a thank-you message, for example); each submission becomes a record your team works on like any other.

What a public form never opens up:

  • Only the listed fields. Visitors see and can fill only the fields the form shows — not the rest of the object.
  • No looking things up. A public form has no fields that search your records (no lookup or people pickers), whatever the form declares.
  • No forged ownership. A visitor can't set who owns the record, which organization it belongs to, or fields such as its status; values sent for those are dropped and the server sets them.

To close a public form, the builder unpublishes it or turns off anonymous access. The link then answers as if the form doesn't exist, and submissions stop immediately.

Where to go next

I want to…Read
Attach files to the recordFiles and attachments
Control which notifications reach meNotifications
Understand who can see a recordPermissions
Build a public formViews → Public forms
Back to the tourUsing ObjectOS