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. Use search to filter visible rows. Click a row to open the record.

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

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.