This how-to guide covers 3 operation topics for adding and deleting records in table view, including toolbar entry, bottom quick entry, and record deletion; 3 topics are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Add a Record from the Toolbar | Free |
| 2 | 2. Add a Record from the Bottom of the Table | Free |
| 3 | 3. Delete a Record | Free |
How-to Guide
1. Add a Record from the Toolbar
Entry point: Top toolbar → + Add Record
- In table view, click the
+ Add Recordbutton on the top toolbar. - In the Add Record panel on the right, review the available input fields for the current table.
- Enter the content for each field.
- If you want to keep adding records, select
Continue adding after submit. - Click
OKto finish. If continuous entry is enabled, the panel stays open for the next record.
Success Criteria
- Interface result: The new record appears in the current table after submission.
- Next action: You can continue editing the record or add another one.
Tips While Using
- Use this entry point when the record has many fields and you want to review them in one place.
- For repeated entry, keeping the panel open can improve efficiency.
2. Add a Record from the Bottom of the Table
Entry point: Bottom of the table → + button
- In table view, scroll to the bottom of the table.
- Click the
+button below the last row. - Enter content in the new blank row.
- Press Tab to move to the next field.
- Press Enter after finishing the row to confirm the entry.
Success Criteria
- Interface result: A new row appears at the bottom of the table with the entered content.
- Next action: You can continue entering the next row or return to edit the current one.
Tips While Using
- This method is better for quick entry of multiple short records.
- Using Tab and Enter can reduce mouse switching.
3. Delete a Record
Entry point: Target row → right-click menu → Delete Record
- In table view, find the row that you want to remove.
- Right-click the target row.
- In the shortcut menu, click
Delete Record. - Confirm the deletion if prompted.
Success Criteria
- Interface result: The target row disappears from the table.
- Next action: You can continue organizing other records or use undo to restore a row removed by mistake.
Tips While Using
- Confirm the target row before deleting it, especially in shared tables.
- If you delete the wrong row, use undo as soon as possible.