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 can | How |
|---|---|
| Comment | Type in Write a comment… and press Send or Ctrl+Enter. Bold, italic, lists and inline code are in the toolbar, with Preview |
| Mention someone | Type @ and pick a person from the suggestions (or Mention someone) |
| Reply | Reply under a comment to keep a thread together |
| React | Add an emoji reaction to a comment |
| Edit or delete | Your own comments only. An edited comment is marked (edited) — the server sets that mark, so it can't be hidden |
| Follow the record | Subscribe 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:
| Filter | Shows |
|---|---|
| All Activity | Everything |
| Comments Only | Comments and replies |
| Field Changes | Edits to the record's fields |
| Tasks Only | Task 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
| Where | What it shows |
|---|---|
| The discussion feed | For 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 tab | The 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.
Share links: anyone with the link
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:
| Limit | Effect |
|---|---|
| Password | The page asks for it: Password required, then Wrong password. until it's right |
| Signed-in users only | Visitors without a session see Sign in required and a Sign in link back to the same page |
| Email allow-list | Only signed-in people with a listed email address see the record |
| Expiry date | The link stops working on that date |
| Hidden fields | Fields 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.
Revoking, and what a link never exposes
- 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 record | Files and attachments |
| Control which notifications reach me | Notifications |
| Understand who can see a record | Permissions |
| Build a public form | Views → Public forms |
| Back to the tour | Using ObjectOS |