Record Manager - An Overview
Updated
A Record Manager is a configurable, tabular interface used to display and manage records for a specific entity in a structured, user-friendly format. It acts as a central workspace where teams can view, filter, and act on entity data in real time—tailored to their specific business roles and workflows.
Unlike a Record Page (which is used to view individual records), the Record Manager presents a list of records with capabilities to take bulk or row-level actions directly from the table.
With the Record Manager, users can define which fields appear as columns, configure header and row-level actions, apply filtering criteria, and set global call-to-action (CTA) buttons.
This flexibility allows teams to tailor the Record Manager to fit their workflow, ensuring relevant data is accessible and actionable across the organization.
Key Features
Default Sorting: Records in the Record Manager are automatically sorted based on pre-selected columns. Sorting order is indicated by an arrow on the column header, which users can click to adjust. However, the default sorting arrangement itself cannot be changed by individual users.
Default Filtering: A default filter is applied to display only certain records based on pre-selected field criteria, which ensures that users only access relevant records.
Default Group By: The records visible in the record manager will be grouped basis default group by field selected by default. These can't be changed by the user accessing the record manager.
Row-Level Action: "Row actions" refer to the buttons or options that are available for each row in the record manager. These can include options such as "edit", "delete", or "view details" etc. These buttons appear for the user on hovering over the 3 dots next to the first column. These can be configured for each record manager. For specific actions such as macro or initiate workflow, further specifications such as which all workflows to allow are available for selection.
Header Actions: The table header includes call-to-action buttons for specific standard activities such as refresh, filter, etc. These buttons allow the user to perform actions on the entire table. You can hover over the button
to see a tooltip with more information about the action.Global CTA: The table header includes customizable call-to-action buttons that trigger a specific action selected when enabled. These CTAs allow the user to perform actions on the entire table. You can also add, remove or rearrange the order of these CTAs while modifying the icon and label for the same.
Search: Search lets you filter records and view the results in Record Manager based on the fields that are enabled for search.
Header Actions: Refresh, Export, Column Manager, Freeze, etc.
Inline Edit & Summary Bar: Quickly update values or view roll-up summaries of numeric data.
Common Use Cases
Use a Record Manager when:
You need to view multiple records at once in a structured grid.
Teams must quickly filter, search, or sort through records without going into each one.
Users require in-place actions like Edit, View Details, or Run Workflow.
You want to offer role-specific layouts, filters, and CTAs per user group.
Bulk actions or entity-specific dashboards are needed across departments (e.g., Sales, Support, Operations).
Summary
The Record Manager provides an actionable, high-level view of all records in a single pane — empowering users to interact with data efficiently. Whether it's prioritizing leads, reviewing issues, or launching workflows, Record Manager ensures your teams can take informed actions without friction.
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