Followed items

About followed items

You can mark cases, documents, contacts, and processes as your followed items and have them displayed on the Followed cases, Followed documents, Followed contacts, and Followed processes lists. Such lists give you easy access to your followed cases, documents, contacts, or processes from the navigation pane.

When you follow a case, document, contact, or process, you are informed about changes applied to it by other users. For example when other users change one or more meta data fields, add or remove references on a followed item, or change the deadline on a process, it will appear on your list of Changed cases, Changed documents, Changed contacts, or Changed processes.

For information about how to add a list to the navigation pane, see Manage lists.

Tip: Add the Is followed column to your lists to see the special icon for items you follow. See Display or hide columns on lists.

Follow an item

You can follow one or more cases, documents, contacts, or processes. You can start following an item either from a list or from a detail page.

  1. Open a list that contains the case, document, contact, process that you want to follow.
  2. Select the item that you want to follow.
  3. In the ribbon, click Bookmark > Follow or right-click the item and select Bookmark > Follow.
  1. Open the detail page of a case, document, or contact that you want to follow.
  2. In the ribbon, click Bookmark > Follow.
  1. Open the detail page of a case or document.
  2. Click the Processes tab.
  3. Select the process that you want to follow.
  4. In the ribbon, click Bookmark > Follow or double-click the Follow icon.

Remove an item from your followed items

You can stop following an item (remove an item from your followed items) from a list or from a detail page.

  1. Open a list that contains the case, document, contact, process that you no longer want to follow.
  2. Select the item that you want to remove from followed.
  3. In the ribbon, clickBookmark > Unfollow or right-click the item and select Bookmark > Unfollow.
  1. Open the detail page of a case, document, or contact that you no longer want to follow.
  2. In the ribbon, click Bokmark > Unfollow.
  1. Open the detail page of a case or document.
  2. Click the Processes tab.
  3. Select the process that you no longer want to follow.
  4. In the ribbon, click Bookmark > Unfollow or double-click the Unfollow icon.