Records & Data#
Records are the individual data entries stored within a module — the equivalent of rows in a database table. Every record belongs to exactly one module and conforms to that module’s field definitions. Novaza Office provides a rich set of tools for viewing, searching, editing, and managing records at scale.
Viewing Records#
Records are displayed in the Record List view by default. You can switch to a Grid view (spreadsheet-style), Kanban board, Calendar, or Map view depending on what field types the module contains. The active view preference is saved per user per module.
Click any record row to open the Record Detail panel on the right side. From here you can edit field values, view the record’s activity timeline, add comments, and see related records from linked modules.
Searching and Filtering#
Use the Search bar at the top of any record list to perform a full-text search across all text fields. For more precise queries, open the Filter panel by clicking the filter icon. Filters support:
- Equality (
is,is not) - Text matching (
contains,starts with,ends with) - Numeric ranges (
greater than,less than,between) - Date ranges (
before,after,this week,this month, custom range) - Null checks (
is empty,is not empty)
Multiple filters can be combined with AND/OR logic. Save a filter configuration as a View to quickly return to it later.
Sorting#
Click any column header to sort records by that field in ascending or descending order. Hold Shift and click a second column to apply a multi-column sort. Sort preferences are preserved per view.
Bulk Actions#
Select multiple records using the checkbox column, then use the Bulk Actions toolbar that appears at the top of the list:
- Edit — update a specific field value on all selected records simultaneously
- Delete — permanently remove selected records (requires the Delete permission on the module)
- Export — download selected records as CSV or JSON
- Assign — set a user or team field on all selected records in one step
- Run workflow — manually trigger a workflow on all selected records
Record Import#
To import records from an external source, click Import in the top-right corner of any record list. Novaza Office accepts CSV and JSON files. During import you will map source columns to module fields, preview the first 10 rows, and choose whether to create new records only or also update existing ones based on a matching field (e.g., email address or external ID).
Audit History#
Every change to a record is logged in the Activity Timeline tab on the record detail panel. Each entry shows the field name, previous value, new value, the user who made the change, and the timestamp. Audit data is retained for the duration of your subscription plan.