Work with records
A record is one row of your data, such as one product or one deal. You and your agents work on the same records, so a change is visible at once to everyone who can see the module.
How do I find records?
Open the module from Data in the left rail. Then narrow the table:
- Search finds records by any text in them.
- Filter keeps the records that meet your conditions. See Filters.
- A space in the spaces bar shows only its records. See Spaces.
- A segment applies a saved filter. See Segments.
Group and Color in the toolbar help you see patterns at a glance. See Work in the table.
How do I add a record?
Click New above the table and choose New record. Fill in the fields and save.
An empty module offers two cards instead: New record to fill in the fields yourself, and Upload a file to bring in a whole file. See Import and export.
How do I edit a record?
To change one value, click its cell and type. To open the whole record, click its ID or Name. The record opens with these tabs:
| Tab | What it holds |
|---|---|
| Basic information | Status, Labels, Created time, Created by user and the main fields. A record that came from another app also shows its Remote ID there. |
| Attachments | The record's files. The first image you upload becomes the record's picture. To choose another, pick it in the Default column. |
| Additional information, Other information | Field groups that an admin placed on their own tab. |
| Linked records | The records of other modules linked to this one. |
On a wide screen, turn on split view in the toolbar. The record then opens beside the table, so you move from record to record without losing your place.
How do I share a record or a file?
- A record. Open it and click Share (Get link) in its menu. The link is copied. Your colleague opens it after signing in.
- A file. In Attachments, open the file's menu. Besides Download, Rename and Delete, Share copies a public link. Anyone with that link opens the file without signing in, so send it only to people who may see it.
How do I change many records at once?
Tick the records in the table. The New button turns into Bulk actions. Click it and choose:
| Action | What it does |
|---|---|
| Status | Sets one status on every selected record. |
| Labels | Adds or removes labels, shared ones under Labels and your own under Personal labels. |
| Move to | Moves the records to another space. Choose the Target Space. When that space lacks some of their fields, Field warning asks before it moves them. |
| Bulk edit | Writes the same value into the fields you choose. Click Add field, pick the Field and type the Value. |
| Download & print | Exports the records to a file. See Import and export. |
| Fields, Data validation, Data transformation | Runs an AI field, check or rewrite on the selected records. Each item shows how many records it runs on. These appear when the module has them. See AI features. |
| Ask an agent (<count>) | Hands the records to an agent. See below. |
| Delete | Removes the records, after you confirm. |
Status, Labels, Bulk edit and Delete work on records of one space at a time. To use them across spaces, filter the table to one space first.
How do I hand records to an agent?
Select the records, click Bulk actions and choose Ask an agent (<count>). The action appears once you have an agent.
Chat with Boosty opens. The message box already says which records you mean, for example For the records with ID 12, 15, 18 in the module "Products" (module ID 4):. Finish the sentence, such as "write a product description for each", and send it. Boosty hands the job to the agent that fits it.
The agent works on records only in modules it has access to. See Connections and security.
Next: Work in the table, or ACT automations to have records handled the moment they change.
