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Right-Click Actions within Grid View
Right-Click Actions within Grid View

Quick record actions from right-click

Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

Another feature to help you save time while working in Grid View! Quickly perform record actions by right-clicking on the Record's cell.

You can now right-click (Control right-click on Mac) within any cell in the grid to open a menu that will let you open the record, insert a new row, share via email, copy the record URL, print, export or delete the record.

You have the following options on the right-click menu:

  • Open Record

  • Insert Record Above

  • Insert Record Below

  • Share by Email

  • Copy Link

  • Duplicate Record

  • Add Comment

  • Print

  • Export

  • Delete Record

Open Record

Selecting the Open Record option will display the Record View of the selected row.

Insert Record

The Insert Record options allow you to easily create a new record above or below the one selected.

Share by Email/Copy Link

The Share by Email selection allows you to send an email including the record to an email of your choice. You can include a personal email message and have the option to include the link to the record or the record's file attachment in the form of PDF, CSV, or Excel.

The Copy Link selection will simply copy the link to your clipboard and share the direct record's link.

Duplicate Record

The Duplicate Record selection allows you to easily create a copy of the selected record.

Add Comment

The Add Comment selection allows you to quickly open the record to the comments panel without needing the Open Comments field to be displayed.


Print or export the record directly from this right click menu.

Delete Record

Finally, you have the option to delete the record from the right-click.

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