Records

What is a record

A record is a combination of data inside one or more fields saved as a single row in the database.

As you can see below, each row in our Jobs table is a single record:

Each of our records above contain several columns of data such as Job Name and Job Status which are stored in fields.

Searching Records in the builder

To search for records from the builder, enter a search term in the search bar and press the magnifying glass icon. You can also use this button to refresh the current records on the page.

 

Sorting records in the builder

To sort records using a specified column/field, click the up/down icon to choose if values should be sorted by ascending or descending order.

Adding and updating records

You can add or update records in several ways, each method has its own unique capabilities.

  1. From the builder

  2. Using forms

  3. Importing CSV

  4. Pasting from clipboard

  5. Using record rules

  6. Using Tasks

  7. API

  8. Zapier and Integromat

In the builder

To add new records from the builder you must first select the data table you wish the records to be saved into. Then press the “Add New Record” button which will open a modal window where you can input all your record values.

To edit record click on the pencil icon next to the record or hover over the cell you wish to edit and edit values in the pop up.

Using forms 

The primary method for records to be added is via forms in your app. Please see this section to jump to working with forms.

Importing CSV's

Importing CSVs enables you to add many records or even update many records with new values at the same time. You can also import using Import Template which you can read more about here.

CSV Record Matching

If the purpose of this import is to find records based on a value and update it, then you can enable record matching. With record matching you can choose a unique field and if a record exists that contains that unique field value, the record will be updated with the new values in the spreadsheet. If it doesn't exist a new record will be created. 

Its best to use a unique field for record matching. Something like an Auto Increment or other unique values.  When doing record matching, only the first record that matches will be updated. For example, if you have in your CSV a record with ID 1 and in your table you have five records with the ID 1 - only the first record will be matched. 

To enable record matching, after selecting the CSV to be imported select the field to be used in matching the records. 

 

Pasting from clipboard

You can copy paste values from an open spreadsheet and press Ctrl + V or (cmd + v on mac) and then choose to either map the values or create new fields from the columns.

Pasting while a table is selected will add the records into the selected table. When no table is selected, a new table will be created. 

Record rules

Record rules are a way to automate record creation when forms are submitted in the app. Record rules are not available in the Builder and are part of form functionality. Learn more about forms here. 

 

Using Tasks


Tasks enable you to create a task that can insert or update records either on demand or during specified times.

Tasks are currently in Alpha mode, please check back soon for a full detailed article on using tasks. 

API

Each app includes a custom API access which can enable you to access your data using your own code from outside the application. Learn more about API here.

 

Deleting Records

Deleting records can be done using:

  1. Batch delete

  2. Single delete in builder

  3. Delete link in app

Batch delete‌
To delete many records at once, hover over “Batch Operations” and select Delete.

Not adding any conditions will delete all records. You can add any conditions you wish to include in the batch delete as well.
Single delete

To delete a single record from the builder click the trash icon next to the record you wish to delete.

Delete in the app

To give your users the ability to delete from the app, please see this section the Page Builder section of this guide. Click here to learn more.