Working with Records

Records are rows in your table. The grid helps you find records quickly; the record screen helps you view, edit, discuss, and connect them.

Grid view

Open a table to see records in a grid. Click a row to open the record.

Search

Type in the search box to filter rows across all fields. The search matches any word in any visible column.

Filters

Click the filter icon next to the search box to open the filter panel. Filters let you narrow records by specific field conditions.

Each filter row has three parts: the field, a comparison (equals, contains, greater than, is empty, etc.), and a value. The available comparisons depend on the field type — for example, text fields offer "contains" and "starts with", while number fields offer numeric comparisons.

• Select fields show a dropdown of the field's options.
• Lookup and user fields provide a searchable dropdown.
• Date fields offer presets (Today, Yesterday, Start of this month, etc.), relative options (7 days ago, 1 year ago), custom relative (N days/weeks/months/years ago), or a specific date picker.

Add multiple filters to combine conditions. Click Apply to update the grid. Click Clear all to remove all filters.

Active filters are shown as a badge count on the filter icon. Filters persist in the URL and in your browser, so refreshing or revisiting the table restores them. Share the URL to give others the same filtered view.

Admins can use the table menu for configuration, web forms, import, and export options.

Layouts

The layout icon next to the views icon switches the table between four layouts:

• Table — the default grid.
• Calendar — month or week view of records by a date field. Optionally pick a select field whose option colors paint each event, and an end-date field to span events across days.
• Gallery — a tile grid keyed off a file field. The first image in the field becomes the tile; an optional secondary line shows below the title.
• Kanban — one column per option of a single-value select field. Drag cards between columns to update the record. Records with no category appear in an "(uncategorised)" lane at the end (only when at least one card has no category).

Saving a view also saves its chosen layout, so applying the view later restores the same calendar/gallery/kanban configuration. The Default view always uses the table layout.

Read-only members don't see the layout picker. They still see the layout that an admin saved on a view when they apply that view through the views picker — they just can't switch to a different layout themselves.

If a layout would render more than 1000 records the page falls back to the table view with a banner — narrow the result set with filters, or save a view with stricter filters before switching layout.

Record form

The record screen shows fields, file attachments, related records, and comments. Users with write access can edit and save. Read-only users can view records but cannot change them.

Record history

Every record also has an Activity tab next to Comments. It shows the full history for that record: who changed it, when, and what changed.

Use this when you need to audit edits, confirm who changed a field, or review before/after values.

Related records

When tables are connected with lookup fields, related records appear in tabs below the form. Open a related row to navigate to it, or use the add button to create a related record.

Record menu

Depending on your role, the record menu can include clone and delete options.