Commenting on a Board

  • 21 December 2021
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Boards are a great way to have a clear overview of your Tables and charts. They help you visualize your data, emphasize a point and collaborate with your team. In this article, you will learn how to comment on a Board, whether it is on a widget or on the content of a cell, edit your comment, tag someone and resolve a conversation.




Conversations overview


Members can communicate with each other on Boards by using comments.  To start a conversation, members can comment on a widget or cell.  By default, comments are visible to everyone who has access to the Board, however, before posting, they can be set to Private to control access.  Conversations are Board specific and can be viewed by opening the Conversation panel.  Members can tag other members so they receive notifications of comments made within that conversation. 


By default, all comments are visible to all members who have access to the Board that they post on. They can be set to Private but this must be done before they are posted.


Post a new comment on a Widget or Cell


A widget can be a KPI, chart, grid or even text. When you comment at the widget level, you’ll see the name of the widget at the top of the conversation side panel. To post a comment on a widget in any Board, hover your cursor over the widget and click on the speech bubble icon located in the upper-right corner.
There will be instances where you want to comment at the cell level. Right-click on the cell where you want to comment.  The conversation side panel will open, similar to comments at the widget level.  Commenting on a cell is only available for grid widgets.



Commenting is available on cells from Metrics and Table sourced widgets.  You are unable to comment on List items or List properties.


Sending Notifications to other Members by tagging 


To notify a team member, type "@" in the comment and enter the first letters of the person’s name. The person you tag will be sent a notification in the notification center, along with an email with a direct link to your comment.



Create a private conversation


By default, all conversations created are public, meaning that everyone will be able to see the content of the conversation, assuming they have access to the board.

You can restrict the people who have access to a given conversation by setting it as Private before you post. The user who creates the first comment is the owner of the conversation. They can add any member of your application to the private conversation, during the creation step or even after.


Step 1. Click on the comment icon to post on a widget, or right-click to post on an individual cell.  

Step 2. Click on the comment visibility dropdown and select Private.  

Step 3. Add members to the conversation by using the @ symbol and entering their name, or by clicking the Members dropdown below the title of the comment. This dropdown will allow you to add members without tagging them.

Step 4. Write your message then hit Post when you are ready to send. Tagged or added members will get 



Adding Members to Private conversations


The Member that posts the original comment in a conversation is the conversation owner.  They control who can access private comments.  Using the member dropdown from the conversation, they can add new members. 

If a Member in the private conversation tags someone not in the restricted group of users allowed to see the conversation, they will see an inline message after sending the comment stating that the mentioned user is not in the conversation.  If the user is the conversation owner, they will have the ability to invite them by hitting “Invite them”. Otherwise, they will need to ask the owner of the conversation.



Members must have access to a Board to be invited into any conversations on that board, including Private conversations. 




When a user not having access to the conversation is mentioned, they don’t receive an email stating that they were mentioned. However, if they are added later on to the conversation, they will receive an email stating that they were mentioned in the conversation.


View all open conversations in a Board


You can click on the number of comments displayed on the top right-hand side of the board to see all the open conversations.  



The number of conversations shown at the board or widget level includes the number of conversations to which the user has access. If a comment is private and the user does not have access to it, it will not be included in their count.


Once you click, widgets with comments at either the cell or widget level are highlighted in yellow. comments made at the cell level are highlighted with a blue triangle in the upper-left corner..  If another widget or comment is selected, the blue triangle will turn gray.



Within the conversation side panel, you can also find details on the location of comments. If a comment is made at the widget level, you will just see the name of the widget. If a comment is made at the cell level, you’ll see the name of the grid, along with an icon next to it. If you hover over that cell, you’ll get the information on the specific dimensionality where the comment is located. This is important because depending on the page selection, the comment might not be visible.


Look at the example below.  The top comment was made at the cell level, you can see all the specifics on which cell was commented in.  The second comment was made on a grid widget so you will only see the widget name.


What happens to comments when a widget changes 


Comments at both the widget and cell levels are linked to a specific widget of a Board and not to a specific cell of a block. Here’s what happens to a comment when a widget changes::

  • If a widget is deleted and added again, the comment won’t appear on the new widget.

  • If a widget’s view changes so that it no longer shows the same cell coordinates, the blue triangle indicating a comment won’t be shown on that view. Clicking the comment in the conversation panel will trigger a message indicating that the cell can’t be shown

  • If the commented cell no longer exists because its coordinates are not compatible anymore, a message indicating the comment can’t be retrieved will be displayed instead of the cell’s coordinates.  For example, if you delete an item and there was a comment related to that item, you will get an error message. 

  • A comment on a deleted block will display a messager indicating that the block was deleted.



Comments are made on the cell’s coordinates, not on the value associated with the cell.  Because of this, if the cell’s value has changed, that information won’t be displayed to the user.


Resolve a comment or conversation


To resolve a conversation, click on the checkbox next to your comment. No need to worry about losing the conversation thread, it’s possible to see resolved conversations in a Board and also re-open a conversation.





To edit your comment, click on the 3 dots next to your comment and click "Edit message".


You can also use the "Copy link" feature available in the 3 dots next to the title of the conversation at the top.  This can be used to send to someone in Slack, Email or any other collaborative tool.



When a link of a private message is shared with someone not having access to the conversation, the user won’t be able to see the content of the conversation, nor the cell or widget it relates to. 

See also:

Create and Edit a Board in an Application



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