Create Record

Tables consist of individual records, in other words, rows that you can easily add, edit or delete.

How to add a new record to the table

In order to add a new record to the table, import your excel or you can start from scratch by creating a new table and filling it in with data by clicking on "+Add new record".

How to add a new record to a table

Manage your records

In the main menu above your data, you can find these options:

How to manage your records in a table

Add - add a new record to your table.
Edit - edit your records whenever needed. Click on the record you want to edit and select this option (you can also click twice on the selected record).
Delete - to delete a record, select it and click the "Delete" icon. If you want to delete multiple records, use the Ctrl or Shift keyboard shortcuts.

Note: The newly added record will be visible in the table, but it may be affected by filters or active views (e.g. not shown immediately if sorting or filtering excludes it).

Edit your data directly in the table

Did you know that in Tabidoo you can directly edit your records as you know it from Excel?

You have two main options to edit existing records:

Using the Form

Double-click a record or use the Edit icon to open the form.
All validation rules, field settings, and business logic apply.
Recommended for complex records or when accuracy is essential.

Using Inline Edit

Inline edit allows you to edit values directly in the table view, similar to a spreadsheet.

Advantages:

Quick updates
Great for editing multiple rows manually

Limitations:

Some field types (e.g. files, multi-selects) may not be editable inline
No validation or form logic is applied

Inline editing must be explicitly enabled in the table settings. Learn how to enable it: Inline Edit Documentation

Add Record vs Inline Edit – Key Differences

Feature	Add Record Form	Inline Edit	Notes
Field validation and rules	Yes	Partially	Inline editing also triggers validations, scripts, and conditional logic. However, the behavior may be limited – for example, you won’t see helper texts, visibility rules, or full field formatting as in the form.
Form-based experience	Yes	No	Only the form provides full context: field descriptions, tooltips, calculated fields, and conditional visibility. Inline edit works at the cell level only.
Quickness	Medium	Fast	The form requires opening a modal window. Inline editing happens directly in the table, making it faster for quick edits.
Supports all field types	Yes	No	Some field types (e.g. attachments, multi-selects, connected records) cannot be edited inline and must be changed via the form.
Good for bulk changes	No	Yes	Inline editing is useful for manually changing values across many records. However, for structured batch changes, use the Multi-edit feature.
Requires configuration	No	Yes	Inline edit must be enabled in the table settings by the application designer. The form is always available to users with appropriate permissions.

Just open the settings of the selected table and click on the option "Allow direct (inline) edit in the grid"

How to edit your data directly in a table

Afterward, you can turn on and off the direct edit whenever needed by clicking on "EDIT" in the right-down corner of the table.

What Happens After Saving a Record?

When you save a record using the form:

The form closes automatically
The new or updated record is added to the table
If you don’t see it immediately, check whether a filter or sorting condition is hiding it

Bulk Editing Multiple Records

If you need to update multiple records at once (e.g. change the status for several rows), use the Multi-edit feature.

Deleting Records

To delete records:

Select the record(s) using checkboxes or Ctrl / Shift to select multiple
Click the Delete icon in the top bar

Deleted records cannot be restored unless versioning or audit trail is enabled.