Working with Records

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Viewing Records

Your dataset displays in a spreadsheet-like grid. Use pagination, sorting, and filtering to navigate large datasets. View Modes: Table view (default), Card view (detailed single records), List view (compact mobile-friendly) Selection: Click rows to select, Ctrl/Cmd+Click for multiple, Shift+Click for ranges

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Editing Records

Inline Editing: Double-click any cell, edit, press Enter to save or Escape to cancel. Form Editing: Click Edit Record for dedicated form with all fields. Best for comprehensive updates. Bulk Editing: Select multiple records → Apply changes to all:

• Find and Replace across selected records
• Set same value for all selected records
• Clear values from selected records
• Apply formulas to calculate new values

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Filtering and Search

Quick Search: Search across all visible columns or within specific columns. Use quotes for exact matches. Advanced Filters:

• Text: Contains, Starts with, Ends with, Equals, Is empty
• Number: Equals, Greater than, Less than, Between ranges
• Date: Before, After, Between, Relative dates (last 30 days, this month)
• Boolean: True/False values

Combine filters with AND/OR/NOT logic. Save frequently used filter combinations. Sorting: Click column headers to sort. Hold Shift to sort by multiple columns.

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Creating and Deleting Records

Create: Click Add Record → Fill required fields → Save. Validation runs as you type. Duplicate: Select record → Duplicate → Modify values → Save Copy Delete: Select records → Delete → Confirm. Deleted records move to trash (recoverable for 30 days).

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Exporting Data

Export to CSV, Excel, JSON, or PDF. Choose to export all records, filtered records, or selected records only. Select which columns to include.

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Next Steps