Project data
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.
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).
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.
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.
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.
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.
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
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.