Skip to main content
A project collects its data as records — rows of a record type such as Invoice or Vendor. This page shows you how to open that data in a table, shape what you see with saved Views, and add or edit records by hand. People enter records by hand, and Florent writes them when it extracts data from documents — but AI-written values always wait for your review before they count (see Reviewing AI work). This page covers the table, views, and manual editing. For what a record type is, where it lives, and the field types it can hold, see Record types.

​
Open the records table

Each record type in a project has its own table of records.
1

Open the project's Record types tab

In a project, click the Record types tab. You’ll see a table of the project’s record types, each showing its Name and Fields count.
2

Click a record type

Click a record type’s name to open its records table — one row per record.
The table header shows the record type’s icon and name, an Edit fields button (which opens the schema editor — see Build a record type), and a New record button. Below the header sits the view toolbar, then the table itself.

​
How to read the table

  • The columns come from the active view: which fields show, and in what order. The Title field is always pinned first.
  • Cells show formatted values — dates and currency formatted, Select and Multi-select shown as colored badges, Boolean as Yes/No, an address as a small block.
  • Click any row to open that record in a full panel.
  • A Load more button appears at the bottom when there are more records than the current page shows.
Fields that Florent wrote may show a small status dot next to the value — Approved or Rejected — and a review control in the column header. That’s field review, which is where you approve or correct AI output. This page is about the table itself.
If a record type has no records yet, the table shows No records yet with an Add the first record button.

​
Shape the table with views

A view is a saved table layout: which columns show and in what order, plus filters and sorts. Set up a view once and the whole team gets it — every view is shared with everyone who has access to the project. There are no private, per-person views. The toolbar across the top of the table holds everything you need to switch and shape views.

​
Switch views

The view switcher on the left shows the active view’s name. Open it to pick another view. Every project starts with one default view, always named All records, plus any custom views the team has created. Picking one re-lays the table instantly.

​
Filter to the records you need

Click Filter to open the filter builder. It shows a count when filters are set, like Filter (2).
1

Add a condition

Click Add filter, pick a field, pick a condition, then enter a value. Conditions include Is, Is not, Is empty, Is not empty, Contains, Does not contain, Greater than, Less than, Is before, Is after, and more — the list adapts to the field’s type.
2

Combine conditions

Add more rows for more conditions. With more than one, a Match dropdown appears: choose All conditions (AND) to require every condition, or Any condition (OR) to match any of them.
3

Remove a condition

Click the trash icon on a row to drop it.
Some field types — currency, email, phone, URL, and address — can’t be filtered or sorted in this version. They won’t appear in the field picker.

​
Sort the rows

Click Sort to order the rows. Click Add sort, pick a field, then a direction — Ascending or Descending. Add more sorts to break ties; they apply in order. With no sort set, records show newest first.

​
Show, hide, and reorder columns

Open the ”…” options menu and choose Fields to open the columns panel.
  • Each visible field has a checkbox — uncheck it to hide that column — and a drag handle to reorder it. The order here is the order columns appear in the table.
  • Open Hidden fields to bring a hidden column back.
  • The Title field is pinned first and can’t be hidden or moved.
Filter, sort, and column changes save to the active view automatically as you make them — there’s no separate save step.

​
The ”…” options menu

The ”…” button next to the toolbar opens a few more actions:
  • Default View — jump back to the All records view.
  • Fields — open the columns panel above.
  • Create custom view — start a new saved view.
  • Copy link to view — copy a link that opens the table on the exact view you’re looking at.
  • Delete view — delete the current custom view (the default view can’t be deleted).

​
Create a custom view

To save a layout your team can return to, create a custom view.
1

Open Create custom view

From the ”…” menu, choose Create custom view. The new view starts from your current columns, filters, and sorts, so set those up first if you can.
2

Name it and create

Give the view a Name — something like Open this week — then click Create view. You’re switched straight into the new view, where you can keep adjusting its filters, sorts, and columns.

​
Share a specific layout

There’s no separate share step — views are already shared with everyone on the project. To point a teammate at a particular layout, open that view and use Copy link to view. The link opens the table on that exact view.
Switching views and copying links are open to everyone. Creating, editing, or deleting views needs the right permission — Members can browse views but can’t change them. See Roles and permissions.
The default All records view can’t be renamed or deleted. You can still change which columns it shows.

​
Add a record by hand

You can enter records directly, without waiting for Florent.
1

Open the new record dialog

From the records table, click New record (or Add the first record on the empty state). A New record dialog opens.
2

Fill the fields

Each field uses the control that fits its type — a text box, a number, a currency amount, a Yes/No switch, a date picker, a Select dropdown, Multi-select tags, and so on. Required fields are marked with a red asterisk (*).
3

Create the record

Click Create record. If something’s wrong — a required field is empty, or a value isn’t valid — an inline error points you to it. Once it saves, the new record opens in its panel.

​
View and edit a record

Click any row to open the record in a full panel. The header shows the record’s Title value (or Untitled if it’s blank). Fields are grouped into sections, and the panel has two panes: the Fields pane on the right, and a Source document pane on the left that shows the source behind AI-extracted values. For a record you entered by hand, the left pane just says “Select a field’s cited source to preview it here.”

​
Edit a field

1

Click the field

Click a field to edit it in place. Its control appears with Save (check) and Cancel (X) buttons.
2

Save your change

Click Save. Only that field is updated — every other field is left untouched.
To empty an optional field that holds a value, use the Clear (trash) button on it. Required fields have no Clear button — they must always hold a value.
Fields that Florent wrote carry a citation and per-field review controls so you can check the AI’s value against its source before approving it. That’s covered in Reviewing AI work.
Deleting a record is a separate permission from editing. Members can add and edit records but can’t delete them. See Roles and permissions.

​
Where to go next

Record types

What a record type is and where it lives.

Build a record type

Shape the fields each record captures.

Reviewing AI work

Approve and correct the values Florent extracts.

Roles and permissions

Who can edit records, delete them, and manage views.