Customize
Change views, page layouts and plugins for yourself or for everyone, by hand or by asking, and undo any of it.
Three things are yours to change: an object's views, the layout of a page (the sidebar, home, a record page) and the workspace plugins. Each has layers:
- Defaults: what its plugins put there.
- Everyone: changes an owner or admin saved for the whole workspace.
- Just me: your own changes, on top. Nobody else sees them.
Each layer holds only what it changes, so a change for everyone still reaches you unless you changed the same part yourself. A change you make goes to Just me at once: there's no Save. Anyone can change their own; Save for everyone and Reset for everyone are for owners and admins.
By asking
The fastest way is to ask the copilot (⌘J): "group this board by owner", "hide Tags on company pages", "add a panel to deal pages with the company's other deals". It makes the change for you only, unless you ask for everyone and may save for everyone. Every change it makes shows in the activity, ready to undo.
Views
Change a view's filters, sorts, columns or type and it changes for you only: the tab's tooltip says "You changed this view: only you see your changes", and the toolbar marks each part you changed Yours (click it to see everyone's).
The tab's menu:
- Save for everyone (owners and admins) and Reset my changes;
- Change to another type (table, board, chart), for you;
- Rename, Duplicate, Move left / Move right, Delete view (owners and admins; the last view can't be deleted).
New view after the tabs adds one (owners and admins). A type whose plugin is off offers Turn on; a type that needs a field the object lacks (a board needs a select) says so.
Page layouts
Customize (top of the home page or a record page) or Customize sidebar (bottom of the sidebar) puts that layout in edit mode. A record page's layout belongs to its object. Each change saves at once, for you: the toolbar says "Your changes apply to you only", with Undo, Reset (Reset mine; Reset for everyone for owners and admins), Save for everyone (owners and admins) and Done (or Escape). Edit mode needs a wider screen.
Each section's menu, or its drag handle:
- Move up / Move down (Move left / Move right for tabs), and on a record page Move to sidebar / Move to tabs;
- Hide / Show, Configure… when it has options (which fields, which objects);
- Reset this section, and for owners and admins Save for everyone / Reset for everyone of that section.
Badges say what you're looking at: Hidden, Plugin off, Doesn't apply here, and Set by You or Set by Everyone. Add section (Add tab) lists the sections not showing. In the sidebar's edit mode, Show side panel turns the copilot's panel on or off.
Outside edit mode, a page you changed shows Just me · Save for everyone · Reset (Save for everyone only for owners and admins).
| Page | Sections it ships with |
|---|---|
| Sidebar | Home, Objects, SQL console, Settings |
| Home | Objects, Get started, Recent activity |
| Record page | Fields and Related records beside; Activity tab |
| Side panel | Copilot |
Plugins
A workspace plugin (how) starts as its maker's own: only they see its sections. Save for everyone (owners and admins) gives it to the workspace; Reset puts back everyone's version, or removes it if only you have it. Its card says which version you see: everyone's, only yours, or yours over everyone's, which the others still see. Its sections are then placed like any other, per layout.
Undo
Every change made through Dataembed, by a person or an agent, to your data or how it's shown is in the activity log: record edits, imports, views, layouts, workspace plugins, and object and field settings. Admin settings (turning plugins on or off, their settings, a data source's name and schemas) aren't. Undo it from:
- the toast right after you make it;
- Recent activity on home, or a record's Activity tab, one entry at a time;
- Undo in a layout's edit mode.
An undo writes the values from before back, all or none, never over a change made since. A record edit with a value changed since is refused (CONFLICT) and nothing is undone. A view, layout, workspace plugin, field or object change gets back only what wasn't changed since, and is refused (CONFLICT) only when all of it was. Undoing an undo redoes it. You undo your own changes; owners and admins anyone's.
Some changes are final: creating or deleting records, the records an import added, creating a view, schema changes and deleting a plugin. Deleting a view can be undone. Values in the log are cleared after 90 days, and an entry can't be undone after that. Just me changes are listed only to the person who made them.