Datasets are built from rows and columns — rows hold individual records, and columns define the fields that structure your data. Here's how to add, edit, and manage both.

Working with rows

Add a row

Click + Add Row at the bottom left of the dataset to create a new record.

View and edit a row

Hover over any row to reveal the eye icon . Click it to open the Edit Row panel, where you can view and edit all fields for that record in one place.

Inside the Edit Row panel you can also:

1. Rename the row — click the pencil icon next to "Edit Row" at the top

2. Connect to other datasets — click the settings icon ⚙ in the top-right of the Edit Row panel to open the Connected Datasets panel. From here, select which views from related datasets appear as tabs — for example, Sales Pipeline, Communication Log, or Task & Activity Tracking entries linked to that record.

Select and bulk-edit rows

Click the checkbox on any row to select it. You can select multiple rows, or use the header checkbox to select all.

When one or more rows are selected, a toolbar appears at the bottom with two actions:

• Duplicate — creates a copy of each selected row

• Delete — removes the selected rows

When rows are selected, a toolbar appears at the bottom of the dataset. Click × on the right side of the toolbar to deselect all rows.

Working with columns

Add a column

Click + Add Column in the column header row to open the column selector.

It has two options:

1. Use Recommended Displays pre-configured column templates for common business scenarios — project tracking, task management, and more. Each suggestion shows the column name and type. Click Use to add it immediately with default settings, or Review to customize the configuration before adding.

2. Design Gives you access to the full column catalog for custom configurations. Browse all available column types organized by category — Basic, Interactive, and App Columns. Use this when the recommended templates don't match your needs.

Reorder columns

Hover over any column header to reveal the drag handle (⠿) on the left side. Click and drag it to reorder the column.

Column settings

Hover over a column header and click the ⋮ icon to open the column menu.

Every column has these options:

• Edit — opens the column editor to update its name, type, validation, and logic

• Duplicate — creates a copy of the column

• Freeze up to column — pins this column and all columns to its left so they stay visible when scrolling horizontally

• Delete — removes the column and all its data.

• Quick Fill —use it to populate values for multiple rows at once using one of four modes:

Enter your value and row count, then click Generate to preview before applying

Note: Not all column types support Quick Fill. It’s available to column types such as text, number, and phone number where fixed, random, or sequential values make sense.