Plan Availability | All plan types |
Permissions | General Access: Perform right-click actions within accessible records. |
Related Reading |
Overview
The Right-Click Actions feature in Grid View allows users to quickly interact with records without opening them fully. By right-clicking (or Control + right-click on Mac) within any cell, users can access a menu with various options to streamline workflow actions.
Available Right-Click Actions
Open Record – Opens the record in full Record View.
Insert Record Above – Creates a new record above the selected row.
Insert Record Below – Creates a new record below the selected row.
Share by Email – Sends the record via email with optional message and attachments.
Copy Link – Copies a direct link to the record for easy sharing.
Copy Record - Copies a record for quick replication.
Duplicate Record – Creates an identical copy of the selected record.
Add Comment – Opens the comments panel for quick note entry.
Print – Prints the record directly from the menu.
Export – Exports the record in PDF, CSV, or Excel format.
Delete Record – Removes the record from the table.
How to Use Right-Click Actions
Opening a Record
Select Open Record to view the full Record Display for the selected row.
Inserting a Record
Insert Record Above / Below creates a new entry above or below the selected row.
Sharing & Copying Links
Share by Email allows users to send records via email with attachments or direct links.
Copy Link copies the record URL for easy sharing.
Duplicating a Record
Duplicate Record creates an identical copy of the selected record for quick data replication.
Copy a Record
Copy a record allows for easy replication of existing data while preserving key details.
Adding Comments
Add Comment opens the comments panel directly, without needing to display the Open Comments field.
Printing & Exporting Records
Print allows direct printing of the record.
Export enables saving the record in PDF, CSV, Google Sheets or Excel format.
Deleting a Record
Delete Record removes the record permanently from the table.
Practical Use Cases and Scenarios
1. Efficient Data Entry
Scenario: A data entry specialist needs to quickly add multiple records.
Solution: Use Insert Record Above/Below to create new entries without navigating away.
Outcome: Faster record creation and reduced workflow interruptions.
2. Streamlining Collaboration
Scenario: A project manager needs to share important records with their team.
Solution: Use Share by Email or Copy Link to send records instantly.
Outcome: Improves collaboration and ensures quick access to critical information.
3. Managing Record Modifications
Scenario: A team lead wants to duplicate an existing record to create a similar entry.
Solution: Use Duplicate Record to copy data and make quick modifications.
Outcome: Saves time and prevents manual re-entry of similar records.