Adding a new record (row) in the Grid View is straightforward, and there are several methods available to suit different workflows.
Plan Availability | All plan types |
Permissions | Administrator, Solution Manager, General Access with Full Access, Editor, or Contributor access |
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Adding Records in Grid View
In Grid View, you are able to add a new record in multiple different ways.
Option 1: Add in Grid
Simply click the + beneath the last row of data in the grid and enter information like you would with a new row in a spreadsheet. You'll be entering data faster than ever!
Option 2 : Add Between Records
You can also add records in a specific position by clicking on the small plus icon that appears on hover in between two records.
Option 3 : Add by Button
You can also add records by clicking the button in the top right that says “+ New Record”, or whatever you use for your record terminology.
Pro tip: If you change the title to “not required” you can add multiple empty rows.