Workspaces

Collaborative digital environment. Organize, manage, and access data, templates, and content to streamline workflows and improve productivity.

• Pitchly Tour (Non-admin)
• Filter Search
• Duplicate a Record(s)
• Edit an Existing Workspace
• Save a View
• Table Search
• Edit a Record
• Delete a Record
• Add a New Record
• Reorder Fields
• Add a New Field
• Select a Range of Records
• Sort Fields
• Update All
• Hide Fields
• Default View
• Move to the Next Record in an Expanded Record
• Add a Table to a Workspace
• Add a Created At / Updated At Field
• Sort or Filter By a Created At or Updated At Field
• Bulk Import
• Formula Field Use Cases
• Create A Formula Field
• Lookup Fields
• Create a New Record from within a Reference Field or Reference Multiple Field 
• Show Selected Records
• Manage Dropdown Choice Options
• All Things Images
• Assign Accepted Currency Types
• Select/Unselect All
• Rearrange Reference Multiple Selections
• Rollup Fields
• Find What You Need Faster Using Pitchly's AI Search
• Record Revision Manager
• Reference Multiple/Dropdown Multiple Filter Criteria
• Show or Hide a Table in a Workspace