Conversation Notification updates
Introduction
This release focuses on reducing visual noise in the Conversation notifications while preserving full audit fidelity. Routine audit entries now load collapsed and are grouped by day with sticky date separators that remain visible only while related updates are on screen. A per-day separator lets you expand or collapse all audit items for that day in the current Conversation; messages continue to appear in chronological order between audit sections.
Important audit trails like Approvals notifications stay visible by default and cannot be collapsed.
What this release covers
All Conversation notifications, except approvals and Conversation messages, are collapsed by default and can be expanded as needed.
Conversation notifications are grouped on a day basis with a sticky separator. When you expand a day, its separator becomes sticky while related updates are on screen. As you scroll and move to a different day, it automatically hides the previous date and only keeps the date for which the updates are visible.
One click to expand all the Conversation notifications. You can click on any one of the collapsed audit trails to expand all the audit trails in the current Conversation. Similarly, for expanding the audit trail in any other Conversation, you will have to expand the audit trail of that Conversation.
Conversation messages interleave with audit trails. These appear in chronological order with Conversation messages in between audit trails.
Before vs After
Audit-trail visibility
Before: Conversation notifications were simple and always expanded. Every checklist edit, Conversation metadata updates, and Conversation messages appear expanded, creating a long stream of notifications.
After: Audit-trail entries are collapsed by default. You only expand the audit trails when you want to read the same, keeping the Conversation compact and easier to scan.
Date context
Before: You could scroll through all activity for a day, fully expanded, with messages and notifications intermixed.
After: Each day now has a date banner (e.g., “Viewing 3 updates”). Clicking it shows that day’s updates in a tidy block, as in the second image; messages still appear in chronological order between these day sections.
Bulk expand and collapse
Before: No one-click way to open or close multiple audit items; you expanded rows one by one.
After: Use the day banner to expand or collapse all audit-trail items for that date in the current Conversation. It’s a fast, per-day control designed for reviews and audits.
Approvals
Before: Approvals behaved like other notifications and were always expanded, mixed into the stream.
After: Approvals remain expanded by default and cannot be collapsed. Each approval clearly shows the outcome (Approved/Rejected), signature, Approval ID, and comments so decision points are never missed.
Why this change
Large records often contained hundreds of updates, making the conversation hard to scan and easy to lose context. Collapsing routine audit entries by default, grouping them by day, and providing a day-level toggle reduces scrolling and keeps the timeline readable. Sticky date separators preserve temporal context while you review. Approvals remain prominent to avoid missed actions. Clubbing and the avatar change remove redundant visual elements without losing detail.
Best practices
Scan by day first. Use the day banner to open a period, review, then collapse to keep the stream compact.
Open details only when needed. Collapsed audit rows are designed for quick triage; expand for diffs, files, and comments.
Batch-related edits. Making related checklist changes within short intervals allows clubbing to consolidate them.
Keep approval comments concise. Approvals are visible by default; clear notes speed reviews.
Remember the scope. The day banner affects only the Conversation you are viewing; other records remain unchanged.
For more details, check out the complete Conversation Notification guide here.
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