Use Gallery View New/Delete Records with 2 how-to topics, including 2 free topics and 0 membership-related topics, and jump from the index to the steps you need.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a Record | Free |
| 2 | 2. Delete a Record | Free |
How-to Guide
1. Create a Record
Entry: Top toolbar → + Add Record
- In Gallery View, click + Add Record on the top toolbar.
- The Add Record detail panel opens on the right side.
- Enter the field values you need, such as text or numbers.
- If you need to view more fields, click Hidden Fields to expand them.
- If you want to keep adding records, select Submit and continue adding.
- Click OK to create the new record card in Gallery View.
Success Criteria
- Interface result: The detail panel opens and shows the available fields.
- Next action available: After you click OK, the new card appears in the gallery.
- No side effect: Existing cards stay unchanged.
Tips While Using
- Common mistake: Leaving required fields incomplete may result in missing record information.
- Environment note: In shared tables, new records may sync to other collaborators.
2. Delete a Record
Entry: Gallery card → right-click menu → Delete Record
- In Gallery View, find the card you want to remove.
- Right-click the card to open the shortcut menu.
- Click Delete Record.
- The card is removed from the current gallery view.
Success Criteria
- Interface result: The deleted card no longer appears in the current gallery view.
- Next action available: You can continue browsing, editing, or adding other cards.
- No side effect: Other records remain unchanged.
Tips While Using
- Common mistake: Confirm that you selected the correct card before deleting it.
- Environment note: In shared data, deletion can affect all collaborators.