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Best Practices

Updated over 2 months ago

Schema Design

  • Start simple, add fields as needed

  • Use descriptive field names

  • Make only essential fields required

  • Use select fields (not text) for consistent values

  • Plan relationships between recordsets

Data Entry

  • Use consistent formatting

  • Fill required fields completely

  • Add context/notes for future reference

  • Tag immediately for easier finding

  • Attach relevant files at creation

Organization

  • Create separate recordsets for distinct data types

  • Use tags for cross-cutting categories

  • Archive old records rather than deleting

  • Keep active recordsets focused and clean

Relationships

  • Link related data via relationship fields

  • Use User fields for ownership and assignment

  • Connect recordsets to build relational database

  • Don't duplicate data—link to it instead

Maintenance

  • Regularly review and archive old records

  • Update statuses as work progresses

  • Clean up unused tags periodically

  • Verify integration recordsets are syncing

Team Collaboration

  • Use User fields to assign ownership

  • Add context so others understand the record

  • Tag records by team or department

  • Share recordsets relevant to team members

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