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Configuring Sidebar › Sidebar › Conversational Interfaces
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Adding the Discuss button

To use Sidebar, you must add the Discuss button to assets that do not have it automatically installed and to custom workspaces where you must enable Sidebar on an asset. After you add the Discuss button, you can create Sidebar discussions.

Before you begin

Role required: admin

About this task

You don’t need to add the Discuss button to these workspaces because it’s automatically installed for the specified types:

WorkspaceButton shipped with base system
CSM Configurable WorkspaceCase, interaction
CSM Manager WorkspaceCase, interaction
FSM Dispatcher WorkspaceTask or work order
HR Agent Workspace (Configurable only)Case
HR Manager WorkspaceCase, catalog task, change request, change task, incident, interaction, problem, request item
ITSM Manager WorkspaceCatalog task, change request, incident, interaction, request, request item
Vendor Management WorkspaceChange request, CMDB CI outage, core company, service credit

Procedure

  1. Identify the table that you want to configure the Discuss button for.

  2. Determine whether the table extends the task.

    If the table extends the task, then continue. If the table does not extend the task, then see the KB article.

  3. From the home screen, select the workspace you want to use.

Image omitted: add-discuss-workspace-select.png
4. Change the application scope so it matches the workspace.
Image omitted: add-discuss-scope-select.png
5. In the navigation filter, enter `sys_ux_form_action_layout_list.do` so the UX Form Actions Layouts screen appears.
Image omitted: add-discuss-ux-forms-screen.png
6. On the UX Forms Action Layouts screen, select **New**.
Image omitted: add-discuss-new-action-layouts.png
7. On the UX Forms Actions Layout New record screen, fill out the fields.
-   Name
-   Description
-   Application - this defaults to the workspace you selected.
-   Table - from the drop-down list, select **Task**.
-   Action Config - select the workspace.
-   Active - this checkbox should be selected.
Image omitted: add-discuss-new-action-layouts-filled.png
UX Forms Actions Layout New record screen.

  1. Select Submit.

  2. On the UX Form Actions Layouts screen, select the record that you created.

Image omitted: add-discuss-select-layout.png
10. On the UX Forms Action Layout screen, from the UX Form Action Layout Items tab, select **Edit**.
Image omitted: add-discuss-task-layout.png
If the Edit button does not appear, check that admin is the same scope as the UX Form Actions layout record.
  1. On the Edit Members screen, select Discuss from the Collection column.
Image omitted: add-discuss-edit-members.png
12. Select the right-pointing arrow \(\[Omitted image "add-discuss-right-arrow.png"\] Alt text:\) to move **Discuss** to the Task layout column.
  1. Select Save.

What to do next

If you want to enable Sidebar for non-task tables and add the Discuss button to the layout, see Adding the Discuss button for non-task tables.

After you add the Discuss button, you must configure the activity stream. For more information, see Activity stream in Sidebar.