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Common questions

Questions that come up often, answered in a line.

Can I change the template after the workspace is created?

The template is a starting point, not a cage. Edit or delete any module, field or button, and add what you like, from the Module Builder.

Why can't I see a page my colleague can?

The admin pages — Modules, Workflows, Roles and Dashboard Config — need a capability on your role. See roles.

Why is a field missing from a record?

It may be hidden from your role. See field visibility.

I pressed the button and nothing happened

Its workflow is most likely inactive. You switch it on in the studio. See how a workflow runs.

A run failed and everything was lost

That is on purpose: a run is all or nothing, so a failed step rolls the whole thing back rather than leaving your data half-way through a process.

Can I export my data to Excel?

There is no export today. Import exists: import from Excel.

I hit the record limit

Read limits and usage to see which project eats the most, then delete what you do not need or upgrade.

Can my team work in English while I work in Arabic?

Yes. The language is a personal choice per account and the data is the same. See language and settings.

How do I protect something sensitive?

Hiding the field is enough within a team. For truly sensitive data, put it in a separate module the role has no View permission on.

I couldn't find my answer

Open a support ticket from inside your workspace.