Tables and records

Work with records day to day: views, filters, tabs, the record panel, imports and exports.

• Customise your table viewChoose which columns show, pin and reorder them, add column totals and highlights, or switch a table to a board.
• Filter, sort and groupNarrow a table to the records you need, order the rows, group them under headings and search quickly.
• Create and manage tabsSave a table layout as a tab, rename, reorder and delete your tabs, and understand the tabs your admin provides.
• Share a link to any viewSend a colleague a link to a tab (also called a view) or an open record, and know what they will see.
• Create, edit and delete recordsAdd a record, change its values in the table or the panel, duplicate it and delete it, including what else a delete takes with it.
• The record panelOpen a record beside your table to read and edit everything about it, move between its tabs and drill into related records.
• Comment on a recordDiscuss a record in a thread beside its panel: post, reply, mention a colleague, edit, delete and search comments.
• Link recordsUse the Links tab to see how a record connects to others: its parent, its children and typed links such as blocks and relates to.
• Field typesEvery kind of field you will meet on a record, how to fill each one in and how it looks in the table and the panel.
• StatusesWhat a status shows, how to change it, and what the empty, error and no-access screens mean when a page has nothing to show.
• Import from CSVBring records into a module from a CSV file, check the result with a preview, and fix any rows that fail.
• Export dataDownload a table as CSV or Excel, or build a PowerPoint deck from your records.
• Activity historySee who changed a record, what they changed and when, and search or filter the history.