Manage Data Records
Manage live database records in the Data tab → Database — read, create, update, and delete rows without writing code.
Concept: How Data Flows. Bulk data: Import and Export Data.
CRUD operations
System tables cannot be deleted. Only the account table supports adding custom fields among system tables. System-managed fields (id, created_at, updated_at) are not editable.
| Operation | How |
|---|---|
| Read | Select a table or view in the left sidebar. Expand rows for details; filter and sort columns. Filters persist locally until the browser closes. |
| Create | Click Insert row to add a record. |
| Update | Click a cell to edit inline. |
| Delete | Select one or more rows and press Delete to confirm. |
Custom views
Custom views join related tables into a single read-only display — useful for cross-table analysis and export.
- Custom views are read-only. Edit data in the source tables.
- Too many joined tables affects query performance.
- Deleting a source table invalidates dependent views.
Use cases:
- Display order and customer details together
- Export multi-table data in one batch
Create a view
Click + under Custom Views in the Database sidebar. Name the view (e.g. “Order customer details”) and select a base table.
Select tables and fields
- Related tables — tables to join
- Fields — columns from base and related tables
- Aliases — readable labels (e.g.
customer_name→ “Customer Name”); avoid duplicate names
Save
Confirm and save the view.
Custom database
A custom database is a filtered subset of the main database — project owners or administrators create it for scoped access (e.g. a partner portal with limited tables).
Available on Pro and Enterprise plans.
Create
- Click Create in the database management interface (Owner or Manager only)
- Set a unique name
- Select tables, fields, and filter conditions
Select original tables only — not existing custom views.
Use
After creation (or when assigned access), the custom database appears in the database list. Perform CRUD, create custom views, and manage data within the authorized scope.
Permissions
- Inherits project permissions on creation
- Permissions can be modified independently after creation
- Generate sharing links for external users