NetClose - Comment Tracking
Overview
NetClose comments support a tracking workflow so teams can see which comments still need attention and who owns them. Every comment carries a status, can be assigned to a specific person, and can hold a single level of replies (threads). Status changes, assignments, and replies generate email notifications to the people involved, and each module's list page can filter records by comment status.
One workflow across three modules
Comment tracking works the same way wherever NetClose comments appear. The Comments tab on the Task, Reconciliation, and Flux Analysis dialogs all use the same component, so the behavior described here is identical across modules.
Where comment tracking applies
- Task comments - Task dialog and Task list page
- Reconciliation comments - Reconciliation dialog and Reconciliation list page
- Flux Analysis comments - Flux Analysis dialog and Review Flux Analysis page
Comment status lifecycle
Every comment moves through four statuses:
- Created - the default. Every new comment starts here.
- Assigned - set when the comment is assigned to a user.
- Addressed - set when the assignee marks the comment as handled.
- Closed - set by the original comment author once the item is resolved.
A brand-new comment cannot have its status changed until it has finished saving.
Who can close a comment
Only the person who originally wrote the comment can move it to Closed. Anyone can move a comment to Assigned or Addressed, but closing is reserved for the comment's author. See Permissions and access below.
Assigning a comment
Use the Assignee picker on a comment to assign it to a user.
- Assigning a comment that is in Created (or has no status yet) automatically moves it to Assigned.
- Assigning a comment that is already Addressed or Closed leaves its status unchanged.
- Clearing the assignee does not change the status.
Assignee and status controls appear on the top-level comment of a thread, not on individual replies.
Auto-assigning from a single mention
An optional setting assigns comments automatically based on @mentions. When Auto Assign Comments is enabled, a new comment that mentions exactly one person automatically sets that person as the comment's assignee and moves the comment to Assigned. Comments that mention more than one person, and replies, are left unassigned.
Enable the setting at NetClose > Setup > System Setup > General > Enable Features.
Replies (threads)
To reply to a specific comment, click Reply on a top-level comment, enter the reply text, and save. The reply appears nested beneath its parent comment.
NetClose supports one level of nesting only. You can reply to a top-level comment, but you cannot reply to a reply. Threading each response to the comment it answers removes the ambiguity of several open comments on the same record - it is always clear which item a reply addresses.
Deleting comments
Delete behavior depends on whether the comment has replies:
- A comment with no replies is removed entirely when deleted.
- A comment that has replies becomes a "Comment deleted" placeholder when deleted, and its replies stay visible and linked to the thread.
Email notifications
Comment activity generates emails to the people involved in a thread. The person performing an action is never emailed about their own action.
| Action | Who is emailed |
| New comment or reply in a thread | @mentioned users, the thread's assignee, and the thread's author - excluding whoever posted it |
| Assigning a user to a comment | The assignee - unless they made the change themselves or were already @mentioned on that comment |
| Changing a comment's status | Everyone in the thread (authors, assignees, and @mentioned users) - excluding whoever made the change |
Assignment and status-change emails identify the action ("...assigned you to a comment", "...changed the status to Closed"), include a Status / Assignee detail line and the original comment text, and carry a subject suffix such as - You were assigned or - Status: Closed. Standard new-comment emails keep the usual author and timestamp byline.
Filtering records by comment status
Each list page can filter to records that have comments in a given status. The filter is hidden by default.
To enable it:
- On the Task, Reconciliation, or Flux Analysis list, open View Preferences (the adjustments icon).
- Enable Comment Status.
- A Comment Status multi-select chip appears. Select one or more statuses.
Comments created before this release
Comments created before this release have no stored status and behave as Created everywhere - in the display, in the filter, and in email routing.
Permissions and access
Comments do not have a permission of their own. Comment access follows access to the record the comment sits on, so the controls you already use for Tasks, Reconciliations, and Flux Analysis are what govern comments.
What the interface enforces
- Only the original author of a comment can mark it Closed. Other users can move a comment to Assigned or Addressed, but closing is reserved for the person who wrote it.
What the interface does not enforce
- Anyone who can open a Task, Reconciliation, or Flux Analysis record can read its comments, add a comment, assign it, and change its status - apart from the author-only Closed rule above. There is no separate permission that controls comment status changes on their own.
How to control access
Restrict who can open the underlying records, and comment access follows:
- Authorized Viewers - limit an individual task or reconciliation to specific users, so only those users can open the record and its comments. See NetClose - Authorized Viewers for Tasks and Reconciliations.
- Role-Based Subsidiary Restrictions - limit the records a role can see to its assigned subsidiaries. See NetClose - Role-Based Subsidiary Restrictions.
- Role permissions - the NetClose permission model controls which modules and records a role can reach at all. See NetClose - Roles and Permissions.
Record structure
Relevant for admins building saved searches or reports on comment status.
| Field Name | Field Type | Description | Example | Field ID |
| Comment Status | Free-Form Text | The comment's current status, stored as a text id. An empty value is treated as Created. Valid values: created, assigned, addressed, closed, and (internal) deleted. | assigned | custrecord_nact_comment_status |
