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Comments, history & assigning people — Comment on any record Every row carries a speech-bubble at its right-hand end. It shows a number when the record has discussion, and turns accent-colour…
Comments, history & assigning people — Comment on any record (2) Commenting automatically starts watching the record, so replies come back to you. Everyone in the workspace can comment — includin…
Comments, history & assigning people — Ask a question about a whole table Some questions aren't about one row — "where are all the US orders?", "should this table have a region field?". Those go in the ta…
Comments, history & assigning people — Read the record's history The same Activity tab is the record's memory: who created it, every edit with the field name and the old → new values, moves to an…
Comments, history & assigning people — Assign people with a People field Add a People field (Fields → add a field → People) to put teammates on records — an assignee on tasks, an owner on deals. Its cell…
Comments, history & assigning people — One shared view, everyone’s own list Filter a People field by @me and the view answers per person who opens it. One saved view called Assigned to me serves the whole t…
Comments, history & assigning people — Everything waiting on you My Work gathers what is assigned to you, what you are watching, what is waiting on your approval and your watchpoints — across eve…
Comments, history & assigning people — What a Contributor can edit The Contributor role reads everything and creates records — and can edit and delete the records they created, nobody else's. It's …
Docs: a document inside every record — Add a Doc field In the field editor, add a field and choose Doc. Every record then has a doc of its own. The grid shows how each one starts, or Wr…
Docs: a document inside every record — Writing and formatting Type / at the start of a line to insert anything: a heading, a list, a checklist, a quote, a callout, a table, an image, a divider…
Docs: a document inside every record — Field values and mentions Type {{ to put one of the record's own fields into the text. It shows the current value and keeps up with it: change the fee on th…
Docs: a document inside every record — Saving and version history A doc saves as you type. Each stretch of editing is kept as a version: when you have been idle for ten minutes, when you leave the…
Docs: a document inside every record — When two people open the same doc If someone saved the doc in the last minute and a half, it opens for you read-only, and their changes appear as they save. Edit an…
Docs: a document inside every record — Starting content A Doc field can have starting content: in the field editor, choose Set starting content on the Doc field's row. Every doc with not…
Docs: a document inside every record — Turn a Long text field into a Doc In the field editor, change a Text or Long text field's type to Doc. Each record's text becomes the start of its doc, one paragrap…
Docs: a document inside every record — Import a Word, Markdown or Excel file Choose Import at the top of a doc, pick Import a file from / or the Insert menu, or drop a file onto the doc. A doc can import: • …
Docs: a document inside every record — Import a Word, Markdown or Excel file (2) • An image: PNG, JPEG, GIF or WebP. An empty doc simply fills with the file. If the doc already has something in it, you choose. R…
Docs: a document inside every record — Automations, search and exports A doc's cell holds how it starts (about its first 280 characters), and that is what filters and search in the table see. When an e…
Docs: a document inside every record — Who can do what • Anyone who can see a Doc field can read its doc. Writing needs permission to edit that field, and the doc is read-only on a post…
Docs: a document inside every record — Good to know • A Doc holds a whole document, not a value, so it cannot be used in formulas, lookups, rollups, grouping or reports. Keep anythin…
Docs: a document inside every record — Tips • Put the facts that change, such as the fee or the start date, in fields and bring them into the doc with {{. The doc can then ne…
Printing records to PDF — A template is a stack of blocks Templates are built from a handful of blocks, in the order you want them on the page: • Header — your logo and organisation name f…
Printing records to PDF — Line items come from your relations The line-items block walks the same link as subitems: a Relation field on the child table pointing back at this record. Point an i…
Printing records to PDF — Getting the PDF out From a record you can download it, or save it onto the record in an attachment field, where it behaves exactly like a file someone…
Printing records to PDF — What it looks like The PDF wears your brand, not RowFold's — the logo, organisation name and accent colour come from account branding, and there is n…
Printing records to PDF — Who can do what • Anyone who can see a record can make a PDF from it; saving one onto the record also needs permission to edit that attachment fie…
Printing records to PDF — Good to know • A template belongs to one table. It cannot render a record from another table, and the picker only offers templates that fit. • …
Printing records to PDF — Tips • Preview against a record that has line items and a filled-in address — an empty record makes every layout look fine. • Give the …
Record history: attribution, batches and retention — One cell's history Right-click any cell in the grid and choose History of this cell… to see every change to that one field on that one record: what i…
Record history: attribution, batches and retention — Where history comes from History is written centrally, at the single point every save already passes through. That is why the grid, the peek drawer, an imp…
Record history: attribution, batches and retention — Attribution is honest A change made by an automation is recorded as that automation — not as the person who configured the rule months ago. Attributing …
Record history: attribution, batches and retention — What kind of thing wrote it Alongside the displayed label, every entry stores the kind of actor — a person, an automation, the AI, an import, a system write, …
Record history: attribution, batches and retention — Batch references A bulk operation stamps every row it touches with one batch reference. The four thousand rows a single import wrote are therefore …
Record history: attribution, batches and retention — Retention History is kept for 24 months by default, changeable in Settings, or set to keep forever. A nightly pass enforces it, on the same …
Record history: attribution, batches and retention — Who can do what • Seeing a record's history needs view access to that record; entries never reveal fields the reader cannot see. • Changing the re…
Record history: attribution, batches and retention — Good to know • Field keys and ids are stored raw and resolved to names when you READ the feed — so history shows what things are called NOW, no…
Record history: attribution, batches and retention — Tips • Leave retention long unless you have a policy reason not to — you cannot get back what the prune removes. • When a value looks w…
Record history: attribution, batches and retention What the per-record history records, why it names an automation rather than the person who configured it, how bulk operations are …
Printing records to PDF Turn a record into a branded PDF — an invoice, a quote, a work order, a certificate. You design a template once against a table, t…
Docs: a document inside every record A Doc field gives every record a document of its own — a client brief, a scope of work, meeting notes, a job spec — written on its…
Comments, history & assigning people Working on records together: the comment thread with @mentions, the per-record history of who changed what, watching, the People f…

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