Record features
What every table can offer in addition to its fields - files, notes, tags, following, sharing, export, views and tasks.
In addition to its fields and actions, a table can offer common features. Each feature behaves the same on every table that has it. Each table in Domains says which ones it has.
| Feature | What it does |
|---|---|
| Files | Attaches documents to a record. A table can ask for named files, such as the tax certificate of a supplier, with type and count. |
| Notes | Comments from people about a record. |
| Tags | Classifies records with the tags of your organization, grouped by topic (Administration → Personalization). |
| Follow | A person follows a record and gets a notification when it changes. On some tables, following a document also reports the changes on its lines. |
| Share | Gives someone outside your organization access to a record with a link. See Public links. |
| Export | Downloads the records of a list as CSV. |
| History | Shows each change of the record: field, previous value, new value, who and when. See Events. |
| Documents | Generates the PDF of a record, such as an invoice. See Documents. |
| Labels | Prints QR labels of items and locations. See Labels. |
Organization features
These features do not belong to a table. The whole organization uses them:
| Feature | What it does |
|---|---|
| Views | Saves a layout, filter and sort for a list: table, cards, kanban, calendar, Gantt or preview. See Analytics. |
| Tasks | Assigns work to a person, with a due date and an optional related record. |
| Options | The lists of values that your organization manages (Administration → Personalization). |