Onboarding Steps
1WelcomeUnderstand the platform2Create AccountRegister and verify access3Workspace TourLearn the main navigation4Create DatasetBuild your first Dataset5Dataset ElementsChoose the right field types6Manage RecordsAdd, edit and organise data7Preset DropdownsReuse searchable option lists8Child DataCapture repeating sub-records9SharingCollaborate with clear ownership10RemindersTrack important dates11AnalyticsVisualise and calculate data12Plans & LimitsUnderstand plan allowances13Best PracticesBuild reliable Datasets14FAQAnswers to common questions15CompleteStart building with confidence
Step 6 of 15
40%
Quiixo DataPro

Add and manage records

Records are the individual entries stored inside a Dataset.

Add Record

Complete the Dataset fields and optionally pin an important record to Home.

Edit carefully

Review existing values before replacing them, especially uploaded files and Child Data rows.

Use search and filters

Narrow large record lists and find the information you need quickly.

Practical tip

Imported Excel/CSV records and manually entered records both count toward the owner’s record allowance.

Key points

  • Add Record: Complete the Dataset fields and optionally pin an important record to Home.
  • Edit carefully: Review existing values before replacing them, especially uploaded files and Child Data rows.
  • Use search and filters: Narrow large record lists and find the information you need quickly.
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