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Viewing and Managing Records

Updated over 2 months ago

Record List View

Filter Records:

  • Search by title or content

  • Filter by status (Draft/Active/Archived)

  • Filter by tags

  • Filter by recordset type (Manual/Integration)

View Options:

  • List view with key fields

  • Sort by date created, updated, or custom fields

  • Pagination (100 records per page)

Quick Actions:

  • Click record to open detail modal

  • View all custom fields

  • See attachments

  • Edit or update

  • Change status

  • Archive record

Record Detail Modal

Opens when clicking a record, showing:

  • Full record information

  • All custom field values

  • Attached files with previews

  • Related records (if relationships exist)

  • Creation and update timestamps

  • Created by user

Actions in detail view:

  • Edit field values

  • Update status

  • Add/remove tags

  • Upload additional files

  • Delete record (if permitted)

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