Lists, filters & bulk actions

Every record type has a list page — the working view of your data. Lists show the columns configured for the type, and give you sorting, filtering, search, bulk actions and export. What you see always respects your permissions: hidden types, records and fields simply aren’t there.

Previewing a record

Click anywhere on a row to open the record in a preview panel on the right — its full view (the type’s configured View form, or all its fields when none is assigned) without leaving the list. From the panel you can jump to the full record, edit it, or press Esc / ✕ to close and keep browsing. The ID column and the ↗ icon still open the full record page directly.

Changes made from the panel are live: saving editable fields or firing a workflow transition refreshes the list behind it in place — same page, filters and sorting — so the row reflects the update immediately.

Columns and sorting

• Columns are the fields an administrator marked “show in list”, in the configured order. Reference fields show the linked record’s name as a clickable link; state fields show colored pills.
• Click a column header to sort — once for ascending, again for descending, a third time to clear. The active sort shows an arrow.
• Your current filter and sort are kept in the page address, so you can bookmark or share exactly what you’re looking at.

Filtering

Click Filter to open the filter editor and build conditions row by row:

1. Pick a field (including system fields like Created at, and even relationships — “has a relationship of type X”).
2. Pick an operator — equals, contains, greater than, between, is empty…
3. Enter a value. Value inputs match the field: date pickers for dates, option lists for choices, record lookups for references.
4. Add more rows — they combine with AND. Click Apply.

For fields that point at users or people, an ”= me” shortcut filters to the signed-in user — perfect for “my records” views.

The Advanced text filter

Power users can click ⌗ Advanced and type the filter as text instead — with AND, OR, NOT and parentheses for logic the visual rows can’t express, plus operators like CONTAINS and IS EMPTY:

city = 'Paris' AND (profile IN ('VIP', 'Sponsor') OR email IS NOT EMPTY)

The text is validated as you type, and simple filters convert back to the visual rows.

Default filters

A list can open pre-filtered — administrators choose a landing report per type (for example, “active members only”). The default filter appears in the filter editor, visible and editable: you always see why the list shows what it shows, and you can change or clear it. Clearing it shows everything you’re allowed to see.

Each type can carry up to three landing-list variants (Admin → Entity types → edit): the default report, an optional narrower one used while the record preview pane is open (fewer columns fit better beside the pane), and an optional one for small screens. Both fall back to the default when unset. And if you can edit the report behind the list you’re viewing (owner, admin, or shared with edit rights), an Edit shortcut appears in the list header — the same builder you’d reach from the Reports menu.

Pagination and selection

• Lists page through large data sets; the pager shows the total count.
• Each row has a checkbox; the header checkbox selects the current page.
• Select all N selects every record matching the current filter and search — across all pages — so bulk actions can cover thousands of records in one go.

Bulk actions

With records selected, the action bar offers:

• Bulk edit — set one or more field values on all selected records. Each record is updated individually, so validation, permissions and automations all apply.
• Bulk transition — fire a workflow transition on all selected records. The picker shows how many records are eligible for each transition; records in the wrong state are skipped, and if the transition collects fields, you fill them once and they apply to all.
• Bulk delete — delete the selected records (a reversible soft delete — see Records, types & fields).

Exporting

Use Export on any list to download the current view — the visible columns, filtered and sorted exactly as on screen — for use in Excel or elsewhere. For richer extracts (grouping, cross-type joins), build a report and export that instead.