HelpCore workflow
Records
The full record table with tabbed views, server-side sort, a create form that stamps source: manual, and a one-click Undo for the record you just made. · 2 min read
Records is the table surface. It shows every record with its company, title, industry, lifecycle stage, score, and source — and lets you create new ones.
How to use it
- Switch between the tabbed views — All records, Customers, Qualified, Leads, Visitors — to filter the table.
- Use the Sort menu to order by Lead score, Name, or Company.
- Click New record to open the form at /records/new, fill in name, email, company, title, industry, lead score, and lifecycle stage, then Create record.
- You'll land back on Records with a confirmation flash for the record you just created.
When you create a record by hand it is stamped source: manual — even your own typing carries provenance. The confirmation flash shows that stamp inline.
Forgiveness: the create flash includes an Undo button (it posts to
/records/undo) that removes the record you just added. Any action is easy to recover from — you are never one click away from a mess you can't reverse.At a glance
| Route | /records |
| Create | /records/new (POST), stamps source: manual |
| Undo | POST /records/undo from the create flash |
| Module | app/workspace.py |