Records and data

Create a Record

Add a new record to any app in your workspace.

How to duplicate a record

How to delete a record

How to delete one or more records from an app

Filter Records and Create Custom Views

Use filters to quickly find records and save frequently used filter combinations as custom views.

Edit Multiple Records at Once

Use In-line Editing to quickly update one or more records directly from List View.

How to lock your records to prevent editing (video)

Use Tabs to manage linked information

Connect applications  and view linked records by using the Tabs customization feature