Field reference
Communication
How to use Communication in Platform Settings: access, working steps, fields, related records and troubleshooting.
Purpose and access
Review platform defaults and dependencies within the administrator’s authority. Record the reason and tested impact of changes. Authentication, session settings and security-sensitive configuration need a controlled change process.
This page is a internal/admin record in System Admin → Platform Settings. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Subject, Status, Sent or Received.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Communication from System Admin → Platform Settings, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Subjectsubject | Small Text Required | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Typecommunication_medium | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Fromsender | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Torecipients | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
CCcc | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
BCCbcc | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Phone No.phone_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Messagecontent | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Communication Typecommunication_type | Select Required · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Statusstatus | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Sent or Receivedsent_or_received | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Datecommunication_date | Datetime Optional | Record the date and time in the configured system/user time zone. |
Sent Read Receiptread_receipt | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Send Aftersend_after | Datetime Optional | Record the date and time in the configured system/user time zone. |
From Full Namesender_full_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Read by Recipientread_by_recipient | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Read by Recipient Onread_by_recipient_on | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Reference Document Typereference_doctype | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Reference Namereference_name | Dynamic Link Optional | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Reference Ownerreference_owner | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Email Accountemail_account | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Account |
Companycompany | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
In Reply Toin_reply_to | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Communication |
Useruser | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Email Templateemail_template | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Template |
Unread Notification Sentunread_notification_sent | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Seenseen | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Timeline Linkstimeline_links | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Communication Link |
Message IDmessage_id | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Email Statusemail_status | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Child tables
Timeline Links — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Link DocTypelink_doctype | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Link Namelink_name | Dynamic Link Required | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Link Titlelink_title | Read Only Optional · Read-only | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Communication Datecommunication_date | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.