Records usability improvements

Records and dashboards |

We've added several usability improvements to make working with records smoother and more intuitive.

Add a description to a record type 

Document what your records are used for with descriptions. Keep your team aligned on the purpose of each record type. These descriptions are displayed:

  • At the top of the record details page

  • In the list of record types

Expand all fields 

Toggle to expand all fields in a specific column or across your entire table. Perfect for quickly reviewing detailed data without clicking through individual records.

Add filter from a record's value 

Click any value in a record to instantly add to the current filter rules, or clear and create a new filter.

Parent records now display directly in the records table, giving you better context at a glance.

  • The field value displays the Record Type name of the parent

  • Clicking the blue pill opens a view of the parent record

Filter by parent record ID 

Use parent IDs to filter records in LIST mode. This makes it easier to navigate hierarchical data and find related records.

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