> ## Documentation Index
> Fetch the complete documentation index at: https://docs.radicalwhale.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Working with Records

> View, edit, filter, and manage data records

## 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

## 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

<Warning>
  Preview bulk changes before applying. Bulk edits support undo.
</Warning>

## 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.

## 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).

## 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.

## Next Steps

<CardGroup cols={2}>
  <Card title="Creating Agents" icon="robot" href="/guides/agents/creating-agents">
    Set up AI agents to process records
  </Card>

  <Card title="Managing Columns" icon="columns" href="/guides/datasets/managing-columns">
    Configure column settings
  </Card>

  <Card title="Importing Data" icon="upload" href="/guides/datasets/importing-data">
    Import more data into datasets
  </Card>

  <Card title="API Reference" icon="code" href="/api-reference/datasets/records">
    Technical documentation for records
  </Card>
</CardGroup>