Inforiver
EDITable
EDITable
  • Introduction to EDITable
    • Why EDITable?
    • Supported Database Connections
  • Get Started
    • EDITable Pre-requisites
      • Admin consent for EDITable's Entra ID
        • Basic consent
        • Full admin consent
    • Install EDITable
    • Add EDITable visual
  • Getting Data into EDITable
    • Connect to Data
      • Get data
      • Assign fields
      • Configuration Steps
        • Configure source
        • Configure Columns
        • Configure Type 2 SCDs (Optional)
    • Create a Table
      • Create From Scratch
      • Use Existing Table
      • Import Data
  • Working with EDITable
    • EDITable interface
    • Manage Columns
      • General
      • Constraints
      • Lookup and Relation
      • Display
      • Import/Export Configuration
      • Add Database Column
      • Insert Column
    • Column Access Control
    • Row Identification
    • Table Operations (Insert/Update/Delete)
      • Edit data
      • Bulk Edit
      • Find and Replace
      • Insert rows
      • Insert Column
      • Import rows
      • Delete rows
      • Duplicate rows
      • Copy rows
      • Preview Changes
      • Reset Changes
    • Explore data
      • Search and filter
      • Sort and reorder
      • Show/Hide columns
      • Pin columns
      • Group Rows By
      • Summarize Column
    • Basic formatting
    • Conditional Formatting
  • Row Access Control
  • Approval Workflow
    • Review Changes - Workflow process
  • Type 2 SCDs
    • Configuring Type 2 SCDs in EDITable
  • Audit logs
  • Webhook
  • Display Settings
  • Commenting and Collaboration
    • Assign users & task status
    • View all comments & track changes
    • Comment Settings
  • Admin Portal & EDITable Console
    • Tables
    • Transaction Logs
    • Insights (Metrics)
    • Utility
      • Download Report
      • Pipeline
        • Power BI & EDITable deployment pipelines
        • Deployment in different destinations
        • Trigger deployment pipeline from external applications
        • Logs & other pipeline options
    • Manage Profile
    • Admin Portal
      • User Management
      • Settings
        • General Settings
        • Writeback Settings
          • Settings
          • EDITable managed DB
        • API token
    • Onboarding Actions
  • Formula and Functions
    • Conditional statements
      • IF
      • IFNA
      • SWITCH
    • Logical functions
      • AND
      • IN
      • ISBLANK
      • ISEMPTY
      • ISNUMBER
      • NOT
      • OR
      • XOR
    • Math functions
      • ABS
      • AVERAGE
      • AVERAGEIF
      • AVERAGEEXNEG
      • AVERAGEEXZERO
      • AVERAGEEXZERONEG
      • CEILING
      • COUNT
      • COUNTIF
      • DIVIDE
      • EVEN
      • EXP
      • FLOOR
      • LOG
      • MAX
      • MIN
      • PCT
      • POWER
    • Text formatting functions
    • Date functions
      • DATE
      • DATE.FORMAT
    • Other operators
  • Keyboard Shortcuts
  • Release Notes
    • EDITable - v1.7.5
    • EDITable - v1.7
    • EDITable - v1.6.5
    • EDITable - v1.6
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On this page
  • 1. Add New Comment
  • 2. Edit a Comment
  • 3. Delete a Comment
  • 4. Mention other users
  • 5. Reply to a Comment
  • 6. Comments Column
  • 7. Hide All Comments
  • 8. Email Notifications

Commenting and Collaboration

PreviousDisplay SettingsNextAssign users & task status

Last updated 3 months ago

Data-level commentary is commonly used in real-life scenarios. EDITable allows you to add comments to individual cells, rows, and columns in a table to provide context to your data, collaborate with your team by tagging them, and assign tasks. All of these features are available without the need for any coding.

Here are the key highlights of the commentary solution provided by EDITable:

  • Add comments and annotations to individual cells, rows, and columns.

  • Add a dedicated comment column to add row-level comments.

  • Tag users and stakeholders using @mention and reply to others' comments.

  • Tagged members are notified through an email instantly with the relevant link to take action at a data point level.

  • Assign tasks and collaborate with your team, especially for workflow use cases.

  • Using the commentary audit log, track tasks and audit the entire list of comments, including details like who wrote them, what they wrote, and when (date and time).

  • Comments are always associated with a specific data point, row, or column, so when the data is filtered, the comment appears at the appropriate location.

The comments feature is located at the top of the toolbar, near your user profile.

1. Add New Comment

You can add formatted data-level comments which are saved securely to the database, along with details such as author and time stamp.

  1. Select a cell/column. The 'Add a comment' icon gets enabled. Click on the icon.

  1. You can also click the Add New Comment option from the dropdown to add a new comment.

  1. The comments editor opens up. Enter a comment as shown below.

  1. Let's apply some formatting. Select any text, click on the 'Font color' icon, and select a color from the color picker.

  1. There are other formatting options available, such as bold, italic, underlined styles, and adding background colors.

  1. The formatting is applied. You can also add a hyperlink to a document or a webpage by selecting the required text and clicking on the link icon.

  1. A pop-up opens where you can enter a link and click Apply.

  1. The hyperlink gets added. Click Post to post the comment.

  1. The comment gets added. You can see a blue indicator on the top right corner of the cell. Hovering over it reveals the comment that has been added.

Please note that the yellow indicator at the bottom right of a cell indicates the pending changes on the cell to be approved.

2. Edit a Comment

To edit a comment, hover over the cell containing the comment and click on the pencil icon. You can then start editing the comment.

3. Delete a Comment

To delete a comment thread, click on the bin icon.

4. Mention other users

You can use the @ symbol to tag other stakeholders and draw their attention​.

  1. Click on a cell and then choose Add a comment. Type @ in the comment editor. You will see a list of the users in the workspace.

  1. Select the desired user, add the comment, and click Post.

  1. The comment gets posted successfully.

5. Reply to a Comment

To reply to a comment, simply click on the comment and choose Reply. The comment reply gets added as a thread, and the number of replies is shown along with the comment.

6. Comments Column

You can add a dedicated comments column to capture row-level comments.

  1. In the 'Comments' dropdown, turn the Comments column toggle on. The comments column gets added.

  1. Click on any cell in the comments column. The comment editor opens. Enter a comment and click Post.

  1. The comment gets added as shown in the below image.

  1. To reply to a comment in the comments column, simply click on the comment and then select Reply.

  1. The number of replies is also shown along with the comment.

  1. To hide the comments column, turn off the toggle.

7. Hide All Comments

To hide comments temporarily, turn on the Hide All Comments toggle.

8. Email Notifications

  1. Email notifications on comment replies can be turned off. In the dropdown highlighted, click on Profile Settings. In the side panel, turn off the toggle.

  1. Email notifications for new replies or mentions can be turned off. In the Settings panel, uncheck the highlighted checkbox.

In the next section, we'll see how you can assign & track tasks.

The ‘@user’ in the comment automatically sends an email notification to the user with a link to the report so that the user can respond to this comment and update the data if required. Replies to the comments are also notified to the user instantly.

covers all of the other options in the comments settings panel in detail.

This section
mention
Comments
Add comment to a cell
Add new comment
Comment editor
Changing text color
Other formatting options
Adding hyperlink in comment
Applying the link
Click 'Post'
Comment added
Edit a comment
Delete a comment
Using @mentions
Mention other users
Comment posted successfully
Replying to a comment
Comments column
Entering a comment in the comments column
omment gets added
Replying to a comment
Comment along with number of replies
Hide comments column
Hide all comments
Turn off email notifications on comment replies
Turn off email notifications for new reply and mention