Expanded Record

Ask NocoAI

Copy a prompt, paste it into NocoAI in any base, and replace the words in [brackets] with your own.

  • Summarise this record
  • What looks incomplete or inconsistent in this record?
  • Show me the records linked to this one
  • Update [Status] on this record to [In Review]

Overview

An expanded record opens as a modal over the grid. The fields are on the left and the comments thread on the right, so you can edit a record and discuss it in the same place.

The header switches the modal between three layouts: Fields, File Preview and Discussion. Refer to Record view modes.

An expanded record, with its fields and comments

On mobile, expanded records open as a full-screen drawer.

Expanding a Record

To expand a record in a grid view, hover over the index column (the first column) and click the expand icon.

Expand record icon on grid

Shortcut: select a cell and press Space to expand its record.

Edit record

The Fields tab shows all fields of the record in one column. Each field has a label and the editor for its type.

  1. Click a field to edit it. When you have unsaved changes, the Save button in the header becomes active.
  2. Hidden fields go into a Show hidden fields toggle at the bottom of the list. This helps when most fields are hidden in the grid.
  3. To move through records without closing the modal, use the Previous / Next buttons in the header.
  4. NocoDB keeps edits to links (link / unlink) and to Smart Text fields with your field-value edits. It saves them all together when you click Save. Nothing is saved before you save the record. If you close the modal with unsaved edits, NocoDB asks you to save or discard them. (When you edit links inline in the grid, the change still applies immediately.)

Record header

The header at the top of the modal has all record-level controls:

The header of an expanded record

ControlBehavior
Record titleShows the display value of the open record. Shows New Record when you create a new record.
SaveSaves edits. In new-record mode, creates the record.
Previous / NextGoes to the previous or next record in the current view. Uses the filters, sorts, and grouping of the view.
Fields / File Preview / DiscussionChanges the layout of the modal. Refer to Record view modes.
Copy record URLCopies a direct link to this record. Refer to Copy Record URL.
More options (...)Per-record actions, plus the Compact view toggle. Refer to Record Actions.
CloseCloses the modal.

The pane on the right has its own dropdown. It switches between the comments thread and the revision history, filters the thread (All comments, Record comments, Comments on attachments, Comments with attachments) and toggles resolved comments. The notification bell sits beside it.

Record Audit

The Revision History tab shows every change to the record. It shows who made each change and when.

  1. At the top of the right pane, open the dropdown and select Revision history. The audit trail replaces the comments thread, newest first.

An expanded record showing its revision history

  • Revision history is read-only. You cannot edit or delete entries.
  • Your workspace plan sets how much history NocoDB keeps.

Record Comment

The pane on the right of an expanded record holds the comments thread, so you can discuss a record while you edit it. You can also get notifications for updates, so everyone knows about changes in real time.

@mentions and the comment-resolve workflow are available on NocoDB Cloud (Plus plan and above) and licensed self-hosted deployments (Business plan and above).

Add Comment

  1. Open a record. The thread is on the right, with the composer at the bottom.
  2. Type a comment.
  3. Press Enter. NocoDB posts the comment.

An expanded record with its comments thread

A comment can have a maximum of 10,000 characters.

Edit Comment

Hover over a comment that you posted. The ... options menu shows on the right. It has Edit, Copy URL, and Delete.

Comment options menu

To edit:

  1. Click Edit from the menu.
  2. Update the text.
  3. Click Save, or press Enter. NocoDB saves the change.

Copy URL copies a direct link to the comment. The link opens the record and scrolls the thread to this comment. Delete removes the comment after you confirm.

You can edit or delete only your own comments. The revision history records comment edits.

Resolve Comment ☁

Resolving comments is available on NocoDB Cloud (Plus plan and above) and licensed self-hosted deployments (Business plan and above).

To mark a thread as resolved, hover over a comment and click the green tick icon. A resolved comment shows a tooltip with the user who resolved it (for example, Resolved by Amelia Johnson). To unresolve the thread, click the tick again.

Resolved comment tooltip

Attach Files to a Comment ☁

Comment attachments are available on NocoDB Cloud (Plus plan and above) and licensed self-hosted deployments (Business plan and above).

You can attach files to a comment, such as screenshots, documents, or other context for your message.

  1. In the comment composer, click the Attach File (paperclip) icon and select files. You can also paste an image from your clipboard, or drag files onto the composer. The files show in a strip above the composer. Each file shows a thumbnail or file-type icon and its size.
  2. To remove a file before you send, click the remove icon on the file.
  3. Post the comment. NocoDB uploads and attaches the files.

NocoDB serves comment attachments through an authenticated link. Only members who can read the comments of the record can see them.

Comment with an attachment and a pending file in the composer

Annotate an Image ☁

Image annotations are available on all NocoDB Cloud plans and licensed self-hosted deployments (Business plan and above).

Use image annotations to attach a comment to an exact point or region on an image attachment. Your feedback then points to exactly what you mean.

To add an annotation:

  1. Open an image attachment in the full-screen carousel.
  2. Click one time to put a pin on a point, or drag to draw a rectangle around a region. A comment box opens.
  3. Type your comment in the box.
  4. Post the comment.

Dropping a pin annotation on an image

Each annotation has a letter (A, B, C, ...) in the order that you created it on that image. The pin or rectangle stays on the same spot at all zoom levels. Your replies stay in a thread under the original annotation.

Replying to a rectangle annotation thread

Annotations are ordinary comments. They also show in the Comments tab of the record, with a thumbnail and the file name. To open the carousel again at that region, click View on an annotation comment.

You can edit or delete an annotation comment like any other comment. You set the region when you create the annotation. You cannot move or resize the region after that.

Annotation comments in the record's Comments tab

Annotations apply to image attachments only.

Comment Notifications

Use the bell at the top of the comments pane to select when you get notifications about comments on the record:

OptionYou get a notification
Notify me only for @mentions (default)Only when someone mentions you in a comment.
Notify me about all commentsFor every new comment on this record, as an in-app notification.

Comment notification bell with its two options

When you post a comment, NocoDB subscribes you to all comments on that record. This does not happen if you selected mentions-only. The setting is per record.

Record Actions

To use per-record actions, open the More options (...) menu in the header.

The More options menu on an expanded record

Copy Record URL

The header has a Copy record URL button beside Save record. It copies a direct link to this record. The link takes other authorized users straight to the same record, with the modal open.

Send Record ☁

Sending a record by email is available on all NocoDB Cloud plans and licensed self-hosted deployments (Business plan and above).

Select Send record to email the record to one or more workspace members. You can:

  • Select the recipients.
  • Change the subject and the message (optional).
  • Send a copy to yourself (optional).

Duplicate record

Select Duplicate record to make a copy of the current record. The copy opens in the modal as an unsaved new record. Edit the fields and click Save to save it.

Delete record

Select Delete record, and then confirm. NocoDB deletes the record.

Delete confirmation

Compact view

Select Compact view to tighten the field list. Each field becomes a label and plain text instead of a label and a bordered input, the rows sit closer together, and an empty field shows --. Use it to read a long record without scrolling as far. A check mark shows beside the entry while compact view is on, and selecting it again restores the full layout.

Reload record

Select Reload record to fetch the record again from the server, which is useful when someone else has changed it. This entry is in Community Edition only.

Record view modes

The three icons in the header set the layout of the modal:

ModeUse it for
Field ModeStructured data entry and editing
File Preview ModeLooking at attachments
Discussion ModeCollaboration and conversations with context

Each mode helps you focus on one task.

Field Mode

Field Mode is the default layout. The main area shows all fields of the record, each with its label and editor. The pane on the right holds the comments thread, and its dropdown switches to the revision history, so you can see activity while you edit.

Field Mode

File Preview Mode ☁

File Preview Mode is available on all NocoDB Cloud plans and licensed self-hosted deployments (Business plan and above).

File Preview Mode shows attachments in the center of the screen. Use it for records with many images or documents.

File Preview Mode

  1. Configure attachment field: by default, the first attachment field shows. If the record has more than one attachment field, select the field in the dropdown at the top left of the preview panel.
  2. Navigate through files: by default, the first attachment shows. The thumbnails on the left show every file of the record. Click a thumbnail to open the file.
  3. Add files: to upload new attachments from the preview, click Add file(s) at the bottom of the thumbnail list.

Supported files

File Preview Mode supports these media types:

PDF
Image Files
.jpeg, .jpg, .png, .gif, .svg, .bmp, .ico, .webp, .avif, .heif, .heifs, .heic, .heic-sequence
Audio Files
.mp3, .flac, .wav, .m4a
Video Files
.webm, .mpg, .mp2, .mpeg, .ogg, .mp4, .m4v, .avi, .wmv, .mov, .qt, .flv, .mkv, .3gp, .3g2, .vob, .ts, .mp4a

Discussion mode ☁

Discussion Mode is available on all NocoDB Cloud plans and licensed self-hosted deployments (Business plan and above).

Discussion Mode puts the conversation in the center of the screen. The full comment thread and the revision history fill the main area. A short, read-only summary of the field values is on the right, so you can see the context while you discuss.

Discussion Mode

Switching between modes

  1. Open a record.
  2. In the header, click the icon for the mode you want.
  3. The record stays open and on the same record as you change between layouts.

Closing the record takes you back to the grid.

Last updated on

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