ShareFile

Comment capability at Data Tables record level

May 14, 2026

Contributed by:

You can access comment capability at record level to enable seamless collaboration between customers using table for storing structured data such as Timesheet, Client Billings, Asset Repositories etc.

All data tables created within a project will have comment capability available at every record level. Once a user adds a title to a record, indicating it is an active record, the comment icon gets active. User can click on the Comment icon next to each record in the data table or can open the record and user can navigate to the Comments section by clicking on the comment icon to add their comment.
Anyone with whom a project has been shared can view and add comments.
In case a record in a data table is assigned to a client, then the client will get an option to add or view comments from their client portal.
When a comment is added by a user, it will get updated in the Comments tab and appear in the shortcut widget on the Home tab. User can click the hyperlink to quickly navigate to the Comment section.

NOTE:

Client contacts cannot comment in table view.

Add comments to a data table record

Click on the Project that you have created.
Select an existing project or create a data table. In these instructions, we selected an existing project and navigate to the already created data table view.
To create a new table, you can select the ’+’ icon or choose from the available templates.
Navigate to Employee Onboarding, then click on existing record or add a new record by providing the necessary details.
To view or add a new comment, click on the comment icon available in the first column and it will redirect to the comments section of a selected project.
Users can also open the record and navigate to the comments section in the right- side drawer.
You can add a comment at the record level and click the Comment button. Users can also view and edit comments next to each record in the data table by clicking on the three- dot icon.
After the comment has been posted, it will automatically get updated in the Comments tab, allowing users to view comments, access hyperlinks and navigate to the comment section by clicking on it.

The functionality mentioned above also ensures that users have visibility to any conversation and collaboration taking place at the project level or a record level in the data table. The hyperlinks help users keep track of the context of the comments made in the project.

NOTE:

Users who are part of a project can access both the data table and the comments section.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

Was this article helpful

Comment capability at Data Tables record level

May 14, 2026

Contributed by:

May 14, 2026

Contributed by:

Comment capability at Data Tables record level

Add comments to a data table record

In this article