The data grid
Sort, filter, search, and edit records in one grid. Field validation checks each value as you save, helping your team keep product data consistent.
In the APIRecords and the grid
Find the right part, keep recurring work in saved views, and update records in bulk. Governed edits go through the same review process as individual changes.
Records and the grid
Click to enlarge Saved grid views
Save the columns, filters, sort order, and search you use regularly. Give each view a name so you can return to the same setup.
Faceted search
A facet band over the current result set with a live count on every value. Narrow by status, category, supplier or expiry without writing a filter by hand.
Aggregates
Put a sum, average, minimum, maximum or count under any numeric column. The figure follows the filters, so it answers the question you are actually looking at.
Multi-field bulk edit
Select rows, set several fields at once, apply. Governed types route the whole batch through a single change request instead of blocking the edit.
In the APIBulk apply template
Push a template — a size spec, a milestone plan, a cost sheet — onto every selected record in one pass, and see exactly which records it skipped and why.
Project-wide search
One search box across every type in the project. Archived and draft records are returned but labelled, so you find the thing without mistaking its state.
In the APICSV import
Map your columns, preview the result, then upload in chunks. Import is a merge: it updates the records it matches and creates the ones it does not, and it can clear a field on purpose.
In the APIExport that does not truncate
Export any grid, filters included. Past the ten-thousand row cap the export continues from where it stopped and the browser follows it automatically.
In the APIDraft, live, archived, trashed
Four states, each with its own rules. Drafts still enforce required fields, archived records stay searchable and labelled, and trash holds a deleted record until it is purged.
In the APIAdvanced duplicate
Copy a record and choose what comes with it: which field groups, which relationships, and whether the bill of materials is carried over.
In the APIKeep reading
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Want this for your product data?
Start with your product model, connect the records, and bring your team into the same workflow.