Docs/Using Plugins/Manage Data

Manage Data

Once a table has columns defined, you can populate it with rows. Each row stores one record of data, with a value for each active column.

Navigate to Actions → Plugins → Dynamic Table → Tables, then open the table you want to manage and go to the Data tab.

Adding a Row

Click Add Row to open the row editor. Fill in the values for each column:

  • Required columns must have a value. Saving will fail if any required field is empty.
  • Primary key columns must be unique across all rows. Saving will fail if the value already exists.
  • Type validation is applied automatically — for example, a number column will reject text input.

After saving, the row is indexed and becomes immediately searchable.

Editing a Row

Click the edit icon on any row to open the editor with the current values pre-filled. Change the values you need and save.

Editing a row that has searchable column values will regenerate the vector embedding for that row automatically.

Deleting a Row

Click the delete icon on a row to remove it permanently. Deleted rows are removed from the search index.

Bulk Delete

To delete multiple rows at once:

  1. Select the rows using the checkboxes.
  2. Click Delete Selected.
  3. Confirm the deletion.

This is useful for clearing stale or outdated records without removing the table.

Bulk Update

To update a set of rows with new values at once:

  1. Select the rows using the checkboxes.
  2. Click Bulk Update.
  3. Choose the column you want to update and enter the new value.
  4. Confirm.

All selected rows will have the chosen column overwritten with the new value. Use this to apply a status change, category reassignment, or any field update across many records simultaneously.

Bulk update applies the same new value to all selected rows for the chosen column. If you need different values per row, edit each row individually or use the import feature with Replace duplicate handling.

Searching and Filtering Rows

The data panel includes a search bar for finding rows by keyword. Enter a term and select the column to search in. Results are filtered using an exact text match on the selected column.

This is distinct from the AI-facing semantic search — this filter is for navigating rows in the management UI only.

Sorting Rows

Click any column header to sort rows ascending or descending by that column's value. Sorting is applied to all rows in the table, not just the current page.

Pagination

The data panel loads rows in pages. Use the Load More button to fetch the next page. The plugin uses a continuation token internally, so pages are consistent even if rows are added between loads.

Row Number

Each row has an auto-assigned row number (sequential, 1-indexed). Row numbers are not editable and are assigned in insertion order. They appear in the data panel and in export files.

Next Steps

PreviousCreate a Table
NextImport and Export