Sharing Records with Infor Ming.le

Infor Ming.le only. You can share records so that they are visible to selected users in Infor Ming.le. When a record is shared, the selected users receive a notification in Infor Ming.le with a link to that record in Infor CRM that allows the user to "drill back" to Infor CRM.

Shared records will only be visible within Infor Ming.le if the user has access to the record. Activity records cannot be shared with Ming.le.

To share records

1. Open a list view.
2. Select the record or records you want to share.
   • Open a group, perform a Lookup, or filter the list to find the record or records you want to share.
     All of the records in the list will be selected to share.
   • To select a single record to share, click the link to open the detail view.
3. In the Infor Ming.le toolbar, click the Share icon.
4. In the Share dialog box identify who will be notified and who can view the shared records.
   1. In the box, type any comments you want other people to see and tag users or groups with whom you want to share the record or records. To tag a user or group, press the @ key and begin typing the user's name or group name. Repeat for each user or group with whom you want to share the record or records.
      Each tagged user or member of the selected group will receive a notification for the shared records. However, if a user does not have the security to view the record or the user is not identified in the next step the user will not be able to view the record.
   2. Identify who can see the shared records in Infor Ming.le click dropdown button and select from the list:
      This determines who can view the shared records in Infor Ming.le, but these users will not receive a notification unless they are also tagged or part of a tagged group in the previous step.
      1. Tagged Users and Groups - Record is posted to your feed page and the feed page of any users and groups you tagged.
      2. Connected Users - Record is posted to your Infor Ming.le feed page and on all of your connected users' feed pages.
      3. Public - Record is only updated on your feed page, but is viewable by all Infor Ming.le users.
      4. Groups -Record is posted to your feed page and the feed page of all group members.
         • Select the Infor Ming.le group from the list that displays below Groups.
      5. Streams - Record is posted to your feed page and the feed page of any owners or participants in the stream. Streams are administrator-created templates that contain a series of steps and "stream owners" or "participants".
      
      For more information about sharing content see the Infor Ming.le online help.
5. To add an attachment, click Add Attachments, navigate to the file you want to add, and then click Open.
6. Click Share.

Related Topics

Sharing Notes and History Items with Infor Ming.le