Search, navigation & shortcuts
How to move through RowFold: the rail and topbar, switching workspaces, the ⌘K palette for searching or asking questions, the New button, starring, the peek drawer, and the complete keyboard shortcut catalogue.
Get around with the rail and topbar
The left rail is home base. The RowFold mark at the top takes you to Home, and just beneath it sits your workspace. Then four destinations — Home, Inbox, Bookings and Reports & dashboards — and the Tables list: every table in the workspace you can open, with its color, emoji and record count, in folders when you file them. The list is the only part of the rail that scrolls, so nothing below it ever moves off screen, and a filter appears above it once there are more than a handful. ⭐ Starred sits at the top of the list once you star something.
Pinned at the foot, Manage workspace opens a panel with the workspace's own pages — Reports & dashboards, People & access, Permissions, Import data and Audit log to run it; Schema & relations, Automations, Channels, Integrations and Developers to build it (super admins also get Admin). Below it, click your name for Settings, Security and sign out.
The topbar carries the breadcrumbs (Home, the workspace, then the folder, table and view you are on), Ask RowFold — the field that opens the palette to ask a question or find anything — Help, the notification bell with Approvals and My Work at the top of its menu, and the New button.
Switch workspaces
Click the workspace card under the RowFold mark — it shows the current workspace's icon, name, kind, and how many workspaces you have in total. It opens the workspace list, where you can switch between the workspaces you belong to — your account's own, plus any you have been invited to.
The rail lists only workspaces you're a member of, and everything in it — the table list, the palette, search results — stays scoped to the active workspace. If you don't belong to any workspace yet, the card reads Create workspace instead.
Search or ask from the palette
Press Ctrl/⌘ + K anywhere, or click Search or ask… in the topbar. Before you type, the palette offers your most recently starred records, every table with its record count, and a Navigate group with jumps to Home, Schema graph, Ask AI (labeled Ask your data when no AI model is connected), and Import data. Start typing and results refresh a beat after you pause — tables matched by name, plus records from the current workspace.
Move with ↑ ↓, open the highlighted item with Enter, and close with Esc. The top row always offers to turn your words into a question — click it to get an answer instead of a list of matches.
You can also go straight to asking: press Ctrl/⌘ + / to open the ask panel, type a question, and press Enter. With an AI model connected the response is headed AI Answer; without one you get an Instant Answer, honestly labeled built-in analyzer — no AI used. When the answer draws on your records, citation cards appear beneath it — click one to jump to that record.
Create things with the New button
The New button in the topbar opens a menu of starting points:
• Build with AI — describe what you're tracking in plain words and review a proposed set of tables, fields, and relations before anything is created. Press Ctrl/⌘ + Enter in the description box to generate. Admins only.
• New record — jumps to a table's grid, where the quick-add row is waiting. Appears once the workspace has at least one table.
• New table — add a table to this workspace. Admins only.
• New workspace — start from a template or blank.
• Import workspace — bring in CSVs or Excel; relations are detected for you.
Star tables and records
Star a record with the ☆ Star button in its peek drawer, and star a table with the star icon at the top of its page. A toast confirms each toggle.
Starred items surface in two places: the ⭐ Starred section of the rail (the first six, tables first) and the top of the ⌘K palette (your four most recently starred records). Stars are saved in this browser, so they're personal to you — and to this device.
Peek at records without leaving your view
In the grid, click a cell once to select it, then press Space — or click the expand icon that appears on the Name cell — and the record slides open in a peek drawer, no page change. In the Board and Gallery views, clicking a card opens the same drawer.
The drawer has three tabs: Fields shows every value, Activity shows what changed and when, and Graph draws a small map of related records — click any outer node to open its peek on top of the current one. Relation chips and Records that use this cards do the same, building a breadcrumb trail; click a crumb or ← Back to retrace, or press Esc to step back one record at a time.
When you want the whole page, Open full record is always in the drawer's header.
Build and govern from Manage workspace
Everything structural lives behind Manage workspace, the pinned row at the foot of the rail — no mode-switch required. Schema & relations opens the live schema map, where dragging between tables creates Relation fields; the Tables list higher up is where you design a table's fields, and a record's own detail page is where you add one-off links between two specific records. Automations builds trigger-and-step rules, and Developers manages API keys and webhooks.
Governance sits in the same panel: People & access and Permissions control who can do what, Import data brings in CSVs and Excel, and Audit log shows who changed what. Super admins also see an Admin entry for the operator console.
Back out with Esc
Esc always closes the topmost thing first: the palette, the ask panel, the Build with AI dialog, the navigation drawer, then the peek drawer one stacked record at a time, then a cell edit, and finally the cell selection itself. Press it repeatedly to unwind all the way back to the page.
On small screens the rail tucks away into a slide-out drawer. Open it with the menu button at the left of the topbar; tapping the dimmed backdrop, choosing any link, or pressing Esc closes it again.
Tips
• A toast briefly confirms many actions — starring, adding a record, copying a cell — and turns red when something fails; it fades on its own after about three seconds.
• Press <kbd>Ctrl/⌘ + K</kbd> again while the palette is open to close it.
• The palette searches as soon as you pause typing — no need to press <kbd>Enter</kbd> to run a search.
• Board and Gallery cards open the peek drawer with a single click — links and buttons inside a card still act on their own.
• In the peek drawer's <strong>Graph</strong> tab, click any outer circle to open that record's peek on top of the current one.
• Arrow down past the last grid row and you land in the quick-add box, ready to type the next record's name.
Good to know
• Stars live in this browser's local storage, not your account — they won't follow you to another device or browser, and clearing site data removes them.
• Palette search is scoped to the active workspace; records in your other workspaces never show up in results.
• The palette shows at most 8 matching records — type a longer piece of the name if yours is missing.
• Grid shortcuts pause while your cursor is in a text box (the palette, quick-add, filter values), so keystrokes there never edit cells.
• After drilling through related records in the peek drawer, Esc steps back one record at a time before it finally closes.
• Asking a question needs an open workspace — with none active, the panel replies "Open a workspace first."
Who can do what
• The rail lists only workspaces you are a member of — other workspaces and their tables never appear.
• New table (on the Tables page and in the New menu), the + beside the Tables label, Add first table, and the AI design and build entries appear only for workspace Admins; the server enforces the same rule.
• The Admin and Admin console rail links appear only for super admins.
• New record appears in the New menu only once the workspace has at least one table.