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Overview
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; bringing users, Yellowfin Content, and external links together in one place to be viewed and discussed.
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Streams are tightly integrated with Timeline so that users keep up to date with posts made in a Discussion by viewing updates in their Timeline feed.
Discussion Components
The Discussion area in Yellowfin consists of Discussion Topics, which are made up of four main components:
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This displays the main feed of the discussion, with all threads and activity shown. From here users can post, reply, and view threads. | |
Users are able to add Reports, Dashboard Tabs, and Storyboards to their posts. Any piece of content posted in a Discussion topic is listed in the Content area. | |
These are users that are following and posting within the Discussion Topic. | |
Options relating to the Discussion Topic as a whole can be configured here. |
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Creating a Stream
In order to start collaborating in a team space, you will need to create a Discussion Stream. Complete the following steps:
Locating a Stream
In order to contribute to a discussion stream you will need to locate and join it. To locate a stream, follow these steps:
Joining a Stream
Once you have located a stream you will need to join it in order to contribute. If the stream is public, you can either join by locating the stream itself or by invitation from another user. If, however, the stream is private you will require an invitation in order to join it.
Follow these steps to join a stream:
Leaving a Stream
When you no longer belong to a team involved in a stream, or a stream is not longer required, you can leave it. Follow these steps to leave a stream:
Using a Stream
Discussion Streams can contain posts (comments), tasks, and decision threads. Each of these types of communication are designed to aid in the collaborative efforts of users and teams, and are able to contain a range of different types of content and attachments.
See Comments, Tasks, and Decisions for more information.
Members
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Viewing Members
To view the members of a discussion stream, follow these steps:
Inviting Members
To invite members to join your discussion stream, follow these steps:
Member Permissions
Users can either be a member or administrator of a discussion stream. Members are users that contribute content and posts to the stream, where administrators can also manage users and security permissions.
To change the role of a user, follow these steps:
Removing Members
If users no longer need to belong to a discussion stream they can remove themselves, but an administrator can also remove them by following these steps:
Blocking Members
Sometimes users may need to be removed from a discussion thread, and prevented from returning. An administrator can block a user by following these steps:
Layout
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Layout | Description |
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Timeline | The timeline feed displays a list of activity that has taken place within the Discussion Stream. This can include new threads, responses to posts, and task activity. This behaves the same way as a user's timeline feed.
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Discussion Lists | The lists layout allows you to group all content within a stream into user-defined lists. This allows you to organise content by your own groupings rather than sorting by date.
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Task Management | The task management layout allows you to do just that; manage the tasks associated with the discussion stream.
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Filtering Threads
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Option | Description |
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Search | This search allows the user to narrow down the events they see in the feed, in order to locate specific posts or pieces of content. |
Post Type | This option allows the users to specify which type of posts they see in the feed, from;
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Priority | This option allows the user to specify the items they see based on the priority assigned to them:
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Status | This option allows the user to specify the items they see based on their current status:
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Favourite Flag | This option allows the user to restrict the items they are seeing just to ones they have marked as favourite or "flagged". |
Reset | This option allows the user to clear all the above items, resetting their timeline feed to show everything. |
Layout | This option allows the user to specify which layout they look at on the page.
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Members | This option opens the Members panel on the right of the screen, allowing the user to explore people that are involved in the Discussion Stream. |
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