Anatomy
- User presence status bar: Displays up to 2 user avatars; also displays a third overflow trigger avatar when more than 2 users are present
- User presence overflow: Popup that displays when the overflow trigger avatar is clicked: displays all other users viewing the record
Subcomponents
See the usage guidelines for avatar
See the usage guidelines for popover
See the usage guidelines for tooltip
See the usage guidelines for contact card
Usage
Add form record presence to a record page in a configurable workspace and use it to indicate when 1 or more other users are viewing the same record and to initiate communication with those users.
Configurations
Learn how to customize form record presence by configuring the available properties.
Presets and controllers
This component contains a preset configuration that automatically configures properties and event handlers for a component, making the component ready to work when you add it to a page. A preset is designed to suit a specific use case. However, you can override preset property values with a custom configuration if you find it necessary for your design. Preset values that you override aren’t upgraded when updates are available. If you don’t want to use the preset values provided, select the option to configure the component manually. You can apply one preset to a single instance of a component on a page. For more information, see Presets.
A preset is always associated with a controller, which acts as a data resource for the component. Controllers provide the configuration data and event bindings the component needs to function in your experience. By selecting a preset, the required controller is added to the page. By adding a controller to the page, any new applicable components will have that controller's preset. For more information about how controllers work, see Controllers. For instructions on using the data inspector to view the default presets for a component, see View properties and events in the Controller API.
Design recommendations
Learn how to apply form record presence in your design.
Alignment and positioning
Position this component on the record in the upper right in the view in the left of the quick actions area.
Behavior
Learn how form record presence behaves when the display changes or a user interacts with the component.
Responsive behaviors
Form record presence displays the avatars of the first 2 concurrent users. When more than 2 users are viewing the record, the component displays an overflow avatar with a counter, showing the number of additional users.
Interactions
Learn how form record presence responds when a user interacts with it.
Viewing concurrent users
The user selects the overflow trigger avatar to view all concurrent users of the record. A popover appears containing the user list and conact icons. When the user list exceeds 11 users, a horizontal scroll bar appears in the popover.
Contacting a user
If the user has the Openframe plugin installed, they can initiate an outbound call to another user's business phone number by selecting the phone icon on the popover list. To send an email, the user selects a letter icon in the popover list.
Viewing user contact info
The user can access a contact card popup for each active viewer by selecting their avatar. The contact card can contain a user’s name and avatar, and optional information such as their job title,
and contact information, or a subset based on what is available.
Usability
Form record presence complies with all internationalization and accessibility requirements.
Internationalization
When this component is used in a platform configured for a right-to-left (RTL) language, form record presence flips in its orientation. The order of importance changes to right-to-left in the form record presence status bar but remains top to bottom in the popover list.
Accessibility
Learn how to access the elements of form record presence through keyboard interactions.
Form record presence tab order
Overflow tab order
