> ## Documentation Index
> Fetch the complete documentation index at: https://docs.terminus.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Work with records

> Find existing links and records, save views, export to CSV, build a new URL, clone one you already have, and change or delete records through a submission.

A record is one approved campaign row: the UTM values, tagged URL, short URL, and QR code your team already created. The **Records** page is where you find them, reuse them, and start changes to them. Records are read-only on the page itself. Every create, edit, clone, or delete goes through a submission, so the same validation and review rules apply as when the record was first made.

<Info>
  This page covers the tasks. For the grid's column behavior, the 1,000-row load limit, record IDs, and the CSV file format, see the [Records reference](/reference/records).
</Info>

## Open the Records page

In the sidebar, open a workspace and click **Records**. The page shows one taxonomy at a time. When the workspace has more than one taxonomy, pick another from the taxonomy name at the top of the page.

**All Records** under the dashboard menu shows records across the workspaces you can access. It is read-only: to build, clone, edit, or delete, open **Records** from inside a workspace.

## Find a record

* **Search:** type in **Search records...** to filter across every column.
* **Sort:** click a column header.
* **Filter:** click **Filters** to open the filter panel, or use a column's own filter.
* **Group:** drag a column header onto the bar above the grid to group rows by that field.
* **Show or hide columns:** click **Columns** to show, hide, and reorder columns.

The count at the top shows how many records match, for example `12 of 340` when a search or filter is active.

## Save a view

A saved view remembers the grid's layout (column order, visibility, pinning, sort, and grouping) and its active filters, under a name you choose, for one taxonomy.

<Steps>
  <Step title="Arrange the grid">
    Set up the columns, filters, sort, and grouping you want to come back to.
  </Step>

  <Step title="Save it">
    Open the **Views** menu and choose **Save as new\...**, then enter a **View name**.
  </Step>
</Steps>

From the same menu you can apply a saved view, **Save** changes back to the active view, **Rename** or **Delete** it, and **Reset to default** to clear it along with every filter. The button shows the active view's name, with **(modified)** added when the grid no longer matches it. The last view you used on a taxonomy is applied again when you come back.

<Warning>
  Saved views live in your browser only. They don't sync to other browsers, devices, or teammates, and clearing your site data removes them.
</Warning>

## Export to CSV

Click the download button (**Download CSV**) at the end of the toolbar. The export covers the whole taxonomy, not just the rows loaded in the grid, but it uses only the columns you have visible and applies your current filters and sort. To export everything, reset the view first.

## Build a new URL or record

Click **Build URL** at the top right of the Records page. The button reads **New record** for a taxonomy that has no tagged URL, short URL, or QR code field.

<Steps>
  <Step title="Fill in the quick form">
    The submission builder opens in **Quick** mode for the taxonomy you were looking at. You can switch to another mode if you prefer.
  </Step>

  <Step title="Create it">
    Click the main button (**Create URL** or **Create record**). If the taxonomy requires review in this workspace, the button reads **Submit for review** instead; see [Review and approve submissions](/guides/review-and-approve-submissions).
  </Step>

  <Step title="Back to Records">
    Once the record is created, you land back on the Records page with the new row scrolled into view, selected, and highlighted.
  </Step>
</Steps>

The button appears only inside a workspace, and only if you can create submissions there (workspace Admin or Member). Terminus Hub also remembers this taxonomy as your last-used one in the workspace, so the **Build URL** (or **New record**) button on the Submissions tab points at it next time. That memory is kept in your browser.

## Clone a record

Cloning makes brand-new records from existing ones. The originals are not changed.

<Steps>
  <Step title="Select the records">
    Tick the checkbox on each row you want to copy. A bar at the bottom of the grid shows **Selected: N records**.
  </Step>

  <Step title="Click Clone">
    Click **Clone URL** (or **Clone**, for a taxonomy that does not produce links). One selected record opens in **Quick** mode; several open in the grid.
  </Step>

  <Step title="Adjust and create">
    Change what should differ (for example the campaign name or content), then create the records. You return to the Records page with the new row selected.
  </Step>
</Steps>

Because a new record gets selected when you come back, "one more like this" is a single click on **Clone URL** (or **Clone**) again.

You can also clone from the **Submissions** tab: an approved submission that created records has a **Clone URL** (or **Clone**) button in its row. It copies all of that submission's entries into a new draft and opens it, in **Quick** mode when there was only one.

## Change a record

<Steps>
  <Step title="Select the records">
    Tick the rows you want to change.
  </Step>

  <Step title="Click Edit">
    Terminus Hub creates a submission containing those records and opens it in the builder.
  </Step>

  <Step title="Make your changes and update">
    Edit the values, then click **Update URL** or **Update record** (or **Submit for review** when review is on). Once approved, the existing records are updated in place and you return to the Records page.
  </Step>
</Steps>

## Delete a record

Select the rows, click **Delete**, and confirm ("This will create a submission to delete the selected records."). You land on the Submissions tab with the new delete submission highlighted. The records disappear from the Records page once that submission is approved.

## Gotchas

* **Nothing changes until approval.** Build, clone, edit, and delete all create a submission. Until it is approved (or reviewed and approved), the Records page still shows the old data.
* **Review applies here too.** If the taxonomy requires review in the workspace, your submission waits for a workspace admin, and you land on the Submissions tab instead of back on Records.
* **Workspace Admins and Members only.** Viewers can browse, search, save views, and export, but they don't see **Build URL** (or **New record**) or the **Edit**, **Clone**, and **Delete** buttons.
* **Plan checks apply when a submission goes live** (submitted for review or approved). Your plan sets how many records a single submission can carry. See [Plans and limits](/reference/plans-and-limits).

## Related

* [Records reference](/reference/records): columns, limits, record IDs, and export format.
* [Review and approve submissions](/guides/review-and-approve-submissions)
* [Submissions](/reference/submissions): statuses and validation rules.
* [Analytics](/guides/analytics): click and scan data for your short URLs.