Introduction

Data Source holds the records of your data types: your list of customers, stores, products and so on. Flows can fill their fields from these records, so the people creating tasks on the web app and field workers in the field app pick a record from the list instead of typing the same details again. That’s set up on the flow, see Configuration › Data source. Open Data Source in the menu.

The record list

1. Data type list: which data type’s records to show, with a search box above it. The page opens on the first of your own data types, after Master Data.
2. Search by name or field value: find records. The search matches what the table shows for every field of the record: text, numbers, option names, the name of a linked record, and the records listed in a related records column. It also matches who created the record and the date it was created or last updated, written as the table shows it, such as 2026-10-12. To find records by a checkbox, type exactly Yes or No in your own language (for example Ya or Tidak in Indonesian): checked or unchecked records come up, and a checkbox left empty matches neither. A code typed with one separator also finds it written with another, so PT-001 finds PT_001 and PT 001.
3. Export: download the records as a spreadsheet. See Export.
4. Columns: choose which fields, and whether Created by, Created at, Updated at, Hub and Scope Data by User, are shown as columns, and their order.
5. New: add one record. The arrow beside it (More create options) opens Bulk, to add or edit many records at once. See Adding records and Bulk add and edit.
6. The table. Its columns are:
   • A checkbox, to select records for bulk delete.
   • No.: row number.
   • One column for each field that is shown on the table. Here Customer Name, City and SalesOrder.
   • Hub: the hub the record belongs to. Only for data types with Scope Data by Hub on.
   • Scope Data by User: who can see the record. Only for data types with Scope Data by User on.
   • Updated at: when the record was last changed. Shown until you turn it off in Columns.
7. More actions (⋯): View, Edit and Delete the record. This column stays at the right edge when the table scrolls sideways.

The list shows the records of the hub you are working in, chosen at the top of the page, unless the data type is shared by all hubs. A record belongs to one hub, the hub you are working in when you add it.

Pick a data type

The data types are listed beside the records. Click one to show its records. Type in the search box above the list to find a data type by name. The address of the page names the data type, so you can bookmark it or share the link. The Master Data types are listed first, then your own data types from A to Z.

• All hubs: the data type is shared by all hubs.
• Master Data: a built-in data type (User, Hub, Vehicle, Role). All four are always listed, even before you add fields to them. Its records hold your extra information about each user, hub and so on. See Linked records.

Choose the columns

Click Columns. Turn a column on to show it on the table, and drag the handles to reorder. Every column can be hidden and moved, the Title included. Checkbox and No. are listed first, Created by, Created at and Updated at after the fields. Hub appears on a data type with Scope Data by Hub on, and Scope Data by User on one with Scope Data by User on. Updated at starts on for a data type nobody has configured yet; Created by and Created at start off. There is no limit on how many columns are shown: when they don’t fit, the table scrolls sideways. Hiding Checkbox also hides selecting records for bulk delete. Click Save: the choice applies to everyone, because it changes the data type’s Show on table settings. It needs the Edit data type permission.

A data type with links

This Store data type links each store to a Customer and scopes each store to chosen users:

1. Customer: a Relation field. It shows the linked customer. See Linked records.
2. Scope Data by User: Everyone, or the number of users who can see the record, for example 2 users.

In this section

• Adding records
• Bulk add and edit
• Editing and deleting
• Linked records
• Export