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A record represents one business item inside a collection—for example one investment, invoice, company, or project.

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What a record can contain

A record can bring together:
  • business facts such as names, dates, values, and statuses
  • relationships to other records
  • linked files and supporting evidence
  • changes prepared by an agent for review
  • published information used in reports and dashboards

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Create or update a record

Open a collection and select New record to enter information manually. Open an existing record to review details, correct information, manage relationships, or attach relevant files. When an agent prepares new information, review the proposed values and source material before approving the run. Approved work can then become trusted workspace data.

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Keep records useful

  • use consistent names and business terminology
  • complete important dates, owners, and relationships
  • attach the source files needed to understand the record
  • correct inaccurate data instead of working around it in reports
  • avoid duplicate records for the same real-world item
Deleting a record can affect connected views, reports, dashboards, and relationships. Confirm the impact before removing it.

Fields and relationships

See how a collection defines the information each record stores.

Files

Organize the documents that support your records and agent work.