---
title: "Manage records"
description: "Browse a table's records, and create, edit, and delete them in the record view."
canonical: https://ocho.bot/docs/data-manager/manage-records
last_updated: 2026-07-12
---

# Manage records

> Browse a table's records, and create, edit, and delete them in the record view.

## Browse and search records

Opening a table shows its record list: a heading with the table's plural label, the first columns of each record (at most 6, plus an **Updated** column), and a **Search…** box.

- **Search…** narrows the list as you type. It matches each record's display

value only, and only within the rows already loaded (the first 50).

- Column headers are labels only — there is no click-to-sort and no filter

bar.

- If the table has no records yet, you'll see an empty state such as

"No crewss yet."

## Create a record

1. Click the **New** button — it's labeled with the table's singular name,    for example **New Crews**. 2. A sheet opens on the right with one field per column. Required fields are    marked with a red asterisk (*). 3. Fill in the fields and click **Save**, or **Cancel** to discard.

Each field uses a control that matches its type: text or number inputs, date and date-time pickers, a switch for yes/no, a dropdown for choice fields, and a record picker for reference fields.

## Edit a record

1. Click anywhere on a row — a single click opens the full record view. 2. Change any fields in the form. 3. Click **Save** to apply your changes. Nothing is saved until you do.

Use the **← Back to** button at the top of the record view (labeled with the table's plural name, for example **← Back to Crewss**) to return to the list.

## Delete a record

Open the record and click **Delete**. Your browser asks "Delete this record?" before it's removed. Records are deleted one at a time — there is no row selection or bulk delete in the list.

## Activity

The record view includes an **Activity** panel listing one entry per event — the event type (such as created or updated), when it happened, and who acted: USER, AI, AUTOMATION, SYSTEM, or IMPORT. A record with no history shows "No activity yet."

## Who can do this

- On company-visible tables, creating and editing records requires one of

the roles in the table's write roles list. If that list is empty, nobody   can edit the table's records.

- Deleting records is gated separately by the table's delete roles list —

you can have edit rights without delete rights, and the other way around.

- Bulk operations through Data chat follow the same rules: batch creates and

updates need your write role (plus the table's AI-write setting), and bulk   deletes need your delete role. Only archiving or restoring a table is   limited to the table's admins.

## Good to know

- The required-field asterisk is a visual marker only — the form doesn't

block submission, but the server rejects records missing mandatory values.

- Multiple-choice, JSON, and attachment fields are edited as raw JSON text

(for example `["a","b"]`) in a plain text box.

- Bulk writes are rate-limited (batches of up to 200 rows, 60 writes per

minute), so large batch operations through Data chat take time.

All docs: https://ocho.bot/docs

---

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