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Creating Your First Recordset

Updated over 2 months ago

Step 1: Choose Starting Point

Option A: Use Template

  1. Click "Create Recordset" button

  2. Browse Template Gallery

  3. Select template (CRM, Project Tracker, etc.)

  4. Customize to your needs

Option B: Start from Scratch

  1. Click "Create Recordset"

  2. Choose "Build Custom"

  3. Name your recordset

  4. Add fields one by one

Step 2: Design Your Schema

Add Fields:

  1. Click "+ Add Field" button

  2. Name the field

  3. Select field type from 17 options

  4. Set as required or optional

  5. Configure field options (for select/rating fields)

Configure Field Options:

  • Select fields - Define dropdown options

  • Rating fields - Set maximum rating (default 5)

  • Relationship fields - Choose which recordset to link

  • File fields - Set accepted file types (optional)

Customize Appearance:

  • Choose icon emoji for recordset (📋 📊 🎯 👥)

  • Pick color theme for visual identification

  • Reorder fields by dragging

Step 3: Set Relationship Fields

Important: Every recordset must have at least one relationship field (User, Record, or Recordset). This enables:

  • Connecting data across recordsets

  • Assigning ownership

  • Building relational databases

  • Advanced querying

Common relationship patterns:

  • Customer records → Link to User (account manager)

  • Project records → Link to Customer recordset

  • Task records → Link to Project recordset + User (assignee)

Step 4: Save and Start Adding Records

Once schema is defined, you can:

  • Add records manually

  • Import data (if available)

  • Let integration recordsets populate automatically

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