> ## Documentation Index
> Fetch the complete documentation index at: https://docsy3.mile.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction

> Browse, search and manage the records of each data type.

**Data Source** holds the records of your [data types](https://docsy3.mile.app/pages/workflow/data-type/introduction.md): 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](https://docsy3.mile.app/pages/workflow/flow/configuration.md#data-source).

Open **Data Source** in the menu.

> [!NOTE]
>
> Required permission:
>
> * View data source and View data type
> * Create data, Edit data source, Delete data source to change records
> * Export Data Source to export

## The record list

![Data Source with the data type list beside the records](https://mintcdn.com/mile-app/JlYib2YfcGFk65pR/images/v4/workflow/data/data-source-list.png?fit=max\&auto=format\&n=JlYib2YfcGFk65pR\&q=85\&s=e45387caa54654f9d461da7a86c71dfe)

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](https://docsy3.mile.app/pages/workflow/data-source/export.md).
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](https://docsy3.mile.app/pages/workflow/data-source/adding-records.md) and [Bulk add and edit](https://docsy3.mile.app/pages/workflow/data-source/bulk-add-and-edit.md).
6. The table. Its columns are:
   * A checkbox, to select records for [bulk delete](https://docsy3.mile.app/pages/workflow/data-source/editing-and-deleting.md#delete-several-records).
   * **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.

![Data type list filtered by a search](https://mintcdn.com/mile-app/JlYib2YfcGFk65pR/images/v4/workflow/data/data-source-type-picker.png?fit=max\&auto=format\&n=JlYib2YfcGFk65pR\&q=85\&s=67527ec608d475383a92452ed09f75c9)

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](https://docsy3.mile.app/pages/workflow/data-source/linked-records.md#extra-information-on-built-in-data).

## Choose the columns

Click **Columns**.

![Manage columns](https://mintcdn.com/mile-app/JlYib2YfcGFk65pR/images/v4/workflow/data/data-source-columns.png?fit=max\&auto=format\&n=JlYib2YfcGFk65pR\&q=85\&s=e59e6389d49a5df9d682a6bee84f2cba)

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:

![Store records](https://mintcdn.com/mile-app/JlYib2YfcGFk65pR/images/v4/workflow/data/data-source-store-list.png?fit=max\&auto=format\&n=JlYib2YfcGFk65pR\&q=85\&s=308c44f56c70c837d1dbe9732383205e)

1. **Customer**: a Relation field. It shows the linked customer. See [Linked records](https://docsy3.mile.app/pages/workflow/data-source/linked-records.md).
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](https://docsy3.mile.app/pages/workflow/data-source/adding-records.md)
* [Bulk add and edit](https://docsy3.mile.app/pages/workflow/data-source/bulk-add-and-edit.md)
* [Editing and deleting](https://docsy3.mile.app/pages/workflow/data-source/editing-and-deleting.md)
* [Linked records](https://docsy3.mile.app/pages/workflow/data-source/linked-records.md)
* [Export](https://docsy3.mile.app/pages/workflow/data-source/export.md)


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