Manual Record Creation
Open Recordset - Navigate to your recordset
Click "New Record" - Button in top right
Fill Required Fields:
Title - Every record needs a title (required)
Context/Description - Optional details about the record
Custom fields - Based on your schema
Set Status - Choose Draft, Active, or Archived
Add Tags - Organize with custom tags
Attach Files - Drag and drop or click to upload
Save - Click "Create Record"
Record Fields Explained
Title (Required)
Primary identifier for the record
Appears in lists and searches
Examples: "John Doe", "Q4 Marketing Campaign", "Product Launch"
Context/Description
Optional text field for additional details
Use for notes, descriptions, or context
Supports multi-line text
Status (System field)
Draft - Work in progress, not finalized
Active - Current, in use
Archived - Completed or inactive
Tags (Optional)
Add multiple tags for organization
Filter by tags in record list
Examples: "high-priority", "q4-2024", "marketing"
Attachments
Drag and drop files directly into the form
Support for any file type
Maximum 50MB per file
Image files show preview thumbnails
Attach contracts, images, documents, spreadsheets, etc.