Basic actions you need to know

Learn the core actions users perform every day in Ninox.

Most daily work in Ninox comes down to a few simple actions. Once these feel familiar, moving around the product becomes much easier.

Find where you need to work

You usually start in the navigation on the left.

Use the Global menu 1️⃣ if you need to switch to a different workspace or organization. Use Home 2️⃣ to return to the current workspace, and open the app you need from the app list. Inside the app, move between tables or pages with the navigation in the app itself.

Exactly how this looks depends on how the builder of the app you use has designed it, but the basic flow stays the same: first open the right workspace, then open the right app, then go to the table or page where your work is waiting.

Find, review, and update records

Often you work in a table. This is where you search for records, scan lists, and update information.

The tools above the table help you find, organize, and update records:

• Search in records is best for quick lookups.
• Hidden columns helps when the table feels too busy.
• Filter lets you display only the relevant records.
• Inline editing switches between editing in the grid and in the form view.
• More actions contains Bulk edit, Import data, and Export data.
• Add record creates a new record, if your role allows it.

When you open a record, you either work directly in the table or in the form view at the side. If Inline editing is turned on, you can edit directly in the grid. If it is turned off, Ninox opens the record in the form view instead. The form view gives you more space and context, so it is often easier when you want to focus on one item properly.

Use the table context menu

Right-click anywhere in the table to open the context menu. Use it for quick clipboard and selection actions without leaving the grid.

The menu includes:

• Copy to copy the current selection
• Paste to paste copied content into the table
• Select all to select all data in the current table view
• Clear selection to remove the current selection
• Invert selection to invert which cells are selected

This is useful when you want to copy values, prepare a larger selection, or adjust a selection before editing.

Use actions for selected records

When you select one or more records, Ninox shows extra actions above the table. Use these actions to work with the current record selection.

Depending on your permissions and setup, this can include:

• Clear selection to unselect the current records
• Bookmark records to add the selected records to your bookmarks
• Delete records to remove the selected records

These actions help when you want to manage several records at once without opening them one by one.

What you can open, edit, create, or delete depends on your permissions and on how your workspace is set up.

Keep important things close

Some areas in Ninox help you stay organized beyond the current table. Access them from the Home button.

Use bookmarks

Use Bookmarks to keep important records close and get back to them fast.

On the Bookmarks screen, bookmarked records appear as cards.

Open a card to open the form view and keep working. Remove a bookmark with the X on the card or by clicking the star icon again in the form view. This removes only the bookmark. The record stays in your database.

To bookmark a record while working in a table:

1. Open the record in the form view.
2. Click the star icon at the top.
3. Open Home and select Bookmarks to find it again.

Learn more in Bookmarks.

Keep track of your documents

Open Documents from Home when you need one place to store, find, and reuse files in the current workspace.

This screen helps you keep workspace files organized, easy to search, and available to everyone who needs them. You can upload files, organize them in folders, search by file name, and download files again when you need them. The file list helps you scan what is stored in the workspace.

You can also move files, rename them, and delete them when they are no longer needed. Deleted files move to the Trash, where you can restore them or remove them permanently.

Learn more in Documents.

Check the history

Open History from Home when you need one place to review recent changes across the workspace.

This screen helps you follow activity, understand who changed what, and check when it happened.

You can search entries and narrow the list by date or user. The newest activity appears first, which makes recent changes easy to review.

History shows when records were created, updated, or deleted. Open an entry to review the record in the form view without leaving History.

Learn more in History.