Work in the table
Every module opens as a table. You edit, sort and read your data right there, without opening each record.
How do I edit a value?
Click a cell and type. The change is saved for everyone, people and agents. The ID and Name cells open the whole record instead. See Work with records.
What is in the toolbar?
| Button | What it does |
|---|---|
| Filter | Keeps the records that meet your conditions. See Filters. |
| Group | Groups the rows into sections by a field you choose, such as status or owner. The button then shows that field. Choose Do not group to go back. |
| Color | Colors cells or rows by their values, so what needs attention stands out. |
| Fields | Chooses which columns the table shows. |
| AI tools | Fills, checks or rewrites a column with AI. Each use spends AI Credits. See AI features. |
| Split view | Opens a record beside the table, on a wide screen. |
| Search | Finds records by any text in them. |
| New | Adds a New record or a New field. Admins also find Import data from a file here. With records selected, it turns into Bulk actions. See Work with records. |
What does a column's menu offer?
Open the menu in a column header. Field Actions lists:
| Item | What it does |
|---|---|
| Edit field | Opens the field's settings. For admins. |
| Filter by this field | Starts a filter on this column. |
| Conditional coloring | Colors this column by its values. |
| Sort by color | Sorts the rows by their color, once the column has conditional coloring. |
| Find duplicates | Shows the records that share a value in this column. |
| Group by this field | Groups the rows by this column. Do not group ends it. |
| Data transformation, Data validation | Rewrites or checks this column with AI. See AI features. |
| Pin field | Keeps the column in view while you scroll sideways. Unpin field releases it. |
| Move to start, Move to end | Moves the column to the first or the last place. |
| Sort A → Z, Sort Z → A | Sorts the table by this column. |
| Wrap column | Shows long values on several lines. |
| Hide field | Hides the column. Bring it back with Fields in the toolbar. |
| Delete field | Deletes the field, after you confirm. For admins. |
How do I calculate a column?
Hover under a column, at the bottom of the table, and click Calculate. Pick what to show. This browser remembers the choice for that column.
| Column type | What you can calculate |
|---|---|
| Text, numbers, dates, files | Empty, Filled, Unique, Percent Empty, Percent Filled, Percent Unique |
| Number, price, time | Sum, Average, Min, Max, Range, Median, Standard Deviation |
| Date | Earliest Date, Latest Date, Date Range (days), Date Range (months) |
| Checkbox | Checked, Unchecked, Percent Checked, Percent Unchecked |
Percent Filled is a quick check of how complete your data is.
Next: Filters.
