How to add and view comments in Affinity

Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

Use this file to discover all available pages before exploring further.

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Who can add and view comments in Affinity?

• Commenting is available for all internal Users and external Collaborators across all Affinity subscription tiers.

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When to use comments vs notes in Affinity

• We suggest using comments for quick Q&A regarding a given list entry and for conversations with external Collaborators.
  • Commenting is available for all internal Users and external Collaborators.
• We suggest using notes for adding important information that should be viewed within the context of your team’s relationship with the given entity.
  • Adding notes is available for all internal Users only.

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Create and view comments within saved views

1. Click into the sheet view that contains the relevant list entries that you’d like to discuss with your team members and/or external Collaborators.
2. Given that comments added to this sheet view will be visible to all external Collaborators who have access to this specific view, we highly recommend removing certain Collaborators from this view and only keep the Collaborators that are comfortable with seeing each other’s comments.
3. Example: I have changed the saved view name from “All organizations” to “Collaborators - Prescient” and removed two other Collaborators so that only the Collaborators from Prescient will be able to access and see comments added to this view.
4. Then, you can click the Save icon and click Duplicate this view in order to add back the Collaborators you removed from the previous view.
5. Once you’ve made sure that all Collaborators in this view are comfortable with seeing each other’s comments, click on the Comment icon that appears when hovering over the list entry. Once you’re done typing out your comment, click the Submit icon.
6. You can start a thread within any comment by replying. You can also click the 3-dotted icon to Edit or Delete the comment itself.
7. You will receive notifications in the Notifications section on your global navigation bar whenever a comment is added to a comment thread that you’re involved in. Note: Email notifications are not supported for commenting at this time, only in-app web notifications.
8. Now that a comment has been added, the Comment icon will remain visible (even without hovering) so you can easily tell which list entries have existing conversations.
9. If there is a reply or a new comment added to a given list entry, you will see the blue dot to indicate that there are unread comments. Click on the Comment icon, then click on the new comments to mark them as read.

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Who can view these comments?

• Internal team members and external Collaborators alike will be able to see any and all comments that have been added to the sheet view, as long as they have been given access to that sheet view.
• If you have previously set up saved views to share with multiple external Collaborators, but would like to prevent Collaborators from different organizations from seeing each other’s comments, we’d highly suggest the following:
  • Click the Save icon, then click Duplicate this view.
  • Dedicate each saved view for the group of collaborators who are comfortable with viewing each other’s comments. This should result in you adding some Collaborators to the new saved view you just duplicated, while removing them from the previous saved view.

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What happens to comments attached to list entries that get deleted?

• Comments attached to list entries that get deleted will also get deleted.

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Important Callouts

• You can only add comments in sheet view, not in board view or dashboard view (Affinity Analytics).
• Comments added to list entries on a specific sheet view will only be available on that view - these comments will not appear on other sheet views within that same list.