A private sub-thread kept on a case (or another record) for a focused exchange, for example with a vendor, whose messages are Side Conversation Message rows. The case's Start Side Conversation action creates one; Reply Side Conversation adds a message and Close Side Conversation sets it to Closed. The record is stored only: messages are not sent by email or any other channel, and privacy comes only from ordinary record security. The standard case page does not show these actions or a list of conversations, and the entity is in no app, so threads are managed through the data API or a customised case layout. Conversations are numbered from the SCV document-name series and move to the surviving record when duplicates are merged.
Fields
| Field | Label | Type | Required | What it does |
|---|
Channel | Channel | PickList | | Email or Internal, defaulting to Email. A label only: neither value sends anything. Values: Email, Internal. |
RecordId | Record | Lookup → Case | Yes | The id of the record the thread belongs to, usually a case. Only the id is stored, not the entity name. Merging duplicate records moves the thread to the surviving record. |
Status | Status | PickList | | Open or Closed. New threads are Open; Close Side Conversation sets Closed. A closed thread still accepts replies and is never reopened automatically. Values: Open, Closed. |
Subject | Subject | Text | | Optional subject of the thread, as passed to Start Side Conversation. |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
EditInLine | Edit | EditInline | Edit in page. |
- Case — looks up via
CaseId
