Editing and Adding Records

A sheet’s records are managed directly from the table view. Every change goes through real-time validation and creates a new version when saved.

Prerequisites

To edit data in a sheet you need:

• The Admin, Modeller or Contributor role.
• No other user currently holding a lock on the sheet.

The Data Explorer and Data Viewer roles can only view records, not modify them.

Locking

Mind One uses pessimistic locking to prevent concurrent edits: when a user opens a sheet for editing, they acquire the lock automatically.

• While the lock is active, other users can see who holds it and when it expires.
• The lock renews automatically via heartbeat while the user is active.
• If the user closes the tab or loses the connection, the lock releases on its own.
• Administrators can force an unlock from the sheet view.

Adding records

1. Open the sheet and click Add record (or the empty row at the bottom of the table).
2. Fill in the fields. Required fields are marked visually.
3. Fields with a value list show a dropdown with the available options.
4. Click Save to confirm the changes.

You can add several records before saving. They’re all validated and persisted in the same save.

Editing records

1. Click directly on the cell you want to modify.
2. Edit the value. Validation runs in real time:
   • If the value is valid, the cell updates with no error indicators.
   • If the value doesn’t meet the field’s rules (format, range, required, uniqueness), the cell shows the specific error.
3. Click Save to apply all pending changes.

Cross-field validation

Some sheets have cross-field or cross-sheet validation rules. These rules are evaluated on save and block the operation if any record fails them.

Deleting records

1. Select the record or records you want to delete.
2. Use the Delete action available in the record’s menu or the action bar.
3. Confirm the operation.
4. Deleted records are reflected in the sheet’s new version.

Saving and versioning

Every time changes are saved, Mind One:

1. Validates every modified record.
2. If validation passes, persists the changes.
3. Automatically increases the sheet’s version number.
4. If the sheet has autosync configured, triggers the sync with the data warehouse.

If there are validation errors, saving is blocked until they’re fixed.

Workflow: draft and approved

Sheets can have an approval workflow with two states:

The standard flow is: edit → save (draft) → approve. Only the Admin and Modeller roles can approve changes.

Clicking Save and Approve opens a dialog where you can add an optional comment that’s recorded with the approved version. The full history (version, author, date and comment) is available in the sheet’s ⋯ → Versions menu, from where you can also restore a previous version.

Importing from Excel

To add or replace records in bulk, use the Excel import:

1. Download the template: get the Excel file with the sheet’s structure.
2. Fill in the data in the template.
3. Import the file and select the mode:
   • Replace: replaces all existing data.
   • Append: adds the new records without removing existing ones.
4. Mind One validates the data before applying it. Errors are shown per cell.
5. If validation passes, confirm the import.

For large volumes, the import runs as an asynchronous job and you can check its progress.

Permissions

Related

• Querying Data — Browsing and filtering existing records.
• Sheets — Configuring fields, validations and partitions.
• Connections — Automatic syncing when changes are saved.