> ## Documentation Index
> Fetch the complete documentation index at: https://docs.devias.io/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> The docs are served at https://docs.devias.io. Every path in these docs is relative to that root: /llms.txt is https://docs.devias.io/llms.txt.
> Devias is an open-source platform that works as an operating system for a business: a core (records, views, workflows, agents, permissions) with installable modules.
> Pages are typed by folder. concepts/ explains what things are, guides/ gives procedures, reference/ is exhaustive (SDK, CLI, HTTP API), operate/ covers hosting. Use /start/glossary for exact terms.
> Every id in a module (module, object, field, view, action, workflow, step, connection, variable, event, policy) is a uuid. Generate them with `devias id <count>`. Never invent dotted or readable ids.
> Run `devias plan` and read its output before `devias apply`. Apply only what the plan says.
> The OpenAPI document, including the routes of the modules in the reference setup, is at /reference/api/openapi.json.
> Devias is young and changes quickly. If a page and the source repository (github.com/devias-io/devias) disagree, the repository is right.

# Records and views

> How to work with records in the studio. Covers the toolbar of a view (views, search, filters, sort, fields, group by, import, create), editing in place, the row menu, table, board and calendar views, creating a view, and the record page with its Actions menu.

A **record** is one row of an object, such as one person or one deal. The sidebar leads to an object, and the studio shows its records in a **view**. A view is a table, a board or a calendar.

## Toolbar of a view

Every view has the same toolbar.

![A table of open deals with the view tabs Pipeline, All deals, Open deals, No next step, Won, Lost and Calendar, the search, Filters, Sort and Fields controls, and a chip showing the filter Stage is any of New, Screening, Meeting and Proposal](https://mintcdn.com/devias/TzMNPlq81mH0Qrj7/images/records-table.webp?fit=max\&auto=format\&n=TzMNPlq81mH0Qrj7\&q=85\&s=244c910da8e6066f51fd5a7f4382a853)

The Open deals view of the deals table. The views, search, filter, sort and fields controls sit above the table.

| Control | Effect |
| - | - |
| Views | Switch between the saved views of the object. |
| Search | Find records by typing. |
| Filters | Keep only the records that match a condition, such as stage is *Proposal*. |
| Sort | Order the records by one or more fields. |
| Fields | Show, hide and reorder columns. |
| Group by | On a board, choose the field that makes the columns. |
| Import | Bring in records from a CSV file. See [Import records](https://docs.devias.io/guides/studio/import.md). |
| Create | Add a record. The button names the object, such as **Create deal**. |

## Edit and select records

* Click a cell to edit it in place.
* Tick the box at the start of a row to select it. A bar appears with **Delete** for the selected records.
* Each row has a **⋯** menu at its end with the same choices as a record page's Actions menu: copy the record's link, run a workflow made to be run by hand on that record, or delete it. Deleting asks first.
* While a workflow is working on a row, a spinner turns beside the record's name. A message appears when a run started from the menu ends.

## Filter records

1. Choose **Filters**.
2. Pick a field, choose how it should match, and enter a value.
3. Press **Apply**. Only matching records stay.

Active filters show as chips under the toolbar. The **×** on a chip removes that filter, and **Clear** removes all of them.

## Table, board and calendar views

| View | Shows | Interaction |
| - | - | - |
| Table | One record per row | Best for scanning and editing. |
| Board | Cards in columns, grouped by a field such as a deal's stage | Dragging a card to another column changes that field. |
| Calendar | Records placed on a date field, such as a close date | |

To create a view:

1. Open **Settings → Views** and choose the object.
2. Add a view of the kind wanted.
3. Set the filter, the sort, the fields, and the field to group by for a board.

The view then appears in the object's view switcher for everyone in the workspace.

## Record page

Clicking a record opens its page. The page shows the record's fields, the records linked to it, its comments, an activity timeline, and any tasks about it. A change to a field saves as it is made.

The **Actions** menu on a record page can:

* copy a link to the record;
* run workflows made to be run by hand;
* run actions that modules add, such as recalculating an invoice;
* delete the record.

A workflow started from the menu runs in the background, so editing can continue. While a workflow is working on the record, a **Running…** mark shows at the top of the page, and that workflow stays disabled in the menu until it is done. A message appears when a run started from the menu ends, saying how it went.

## Related

* [Import records](https://docs.devias.io/guides/studio/import.md): bring in records from a CSV file.
* [Views, layouts and navigation](https://docs.devias.io/concepts/views-and-layouts.md): how views and record pages are defined.
* [Workflows](https://docs.devias.io/guides/studio/workflows.md): create the workflows that appear in the Actions menu.


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