Adding & Managing Records

What You'll Learn

In this overview, you'll discover the essential skills for managing your data records. We'll cover creating new entries, saving changes properly, handling validation requirements, and removing records when needed—foundational skills that help you maintain accurate and organized data.

Adding Records

To add a new record to your table:

1. Navigate to the Records tab in the DataTable
2. Click the "Add Record" button in the Records top toolbar
3. The record will be placed at the bottom of the table
4. Fill out the record details inline
5. Click "Save" to create the record

For adding multiple records at once, try the data import feature which supports .CSV, .XLS, .XLSX & Google files. See our Importing documentation for detailed instructions.

⭐ Remember that records can also be created, edited, and deleted via the Live App, Tasks, Rules, API and Flows.

Saving Records

Save Options

When working with records, you have flexible options for saving your changes:

You can choose to:

1. Save changes for one record at a time by clicking the checkmark on the record
2. Save all changes with the "Save Changes" button in the bottom footer

Discarding Changes

If you need to undo your changes:

Discard a single change by selecting the cancel icon on that record:

Or discard all pending changes by selecting Discard Changes in the bottom footer area:

Validation Override Options

Bypassing Field Validation

Sometimes you may need to save records that don't meet all validation requirements:

Watch for errors in the footer, record, or cell.

If you press Save Changes with unresolved errors, you'll see options to Continue Editing, or to Save with Errors (bypassing Validation Rules).

Note: The option to bypass Validation Rules is only available in the DataTable. When editing records in the Live App, all validation requirements must be met.

Editing Records in a Form Element

For an alternative to inline editing, especially with larger tables:

Click on the ellipses in the left-most field and select Edit Records. This opens a form element that provides a more comprehensive view when working with tables containing many fields.

Deleting Records

Single Record Deletion

To remove an individual record:

1. Locate the record you want to delete
2. Select the ellipses next to the record
3. Click the "Delete" button
4. Confirm the deletion in the pop-up dialog

Multiple Record Deletion (Coming Soon)

The upcoming bulk deletion feature will allow you to:

1. Select multiple records using the checkboxes
2. Click the "Delete" button that appears in the toolbar
3. Review the selected records
4. Confirm deletion in the confirmation dialog

Warning: Record deletion is permanent and cannot be undone. Consider exporting important data before deleting records.

Record History

Some plan types include a history feature that tracks changes for each record. This allows you to monitor modifications made to your data over time, providing valuable insight into how your records have evolved.