Record Detail Panel

The record detail panel lets you view and edit a single record in a docked right-side panel — without leaving the view you're in. You can open it from the grid, kanban, gallery, calendar, and timeline views, then edit fields, attach files, and navigate between records while the parent view stays fully interactive behind it.

Opening the panel

How you open the panel depends on which view you're working in.

Grid view

Right-click any row and select Expand row to open the record detail panel.

Kanban and Gallery views

Double-click a card body. The panel opens for that record.

Calendar and Timeline views

Click an event block. The panel opens for that record.

Closing the panel

To close the panel:

Press Escape (scoped to the panel — if a dropdown or popover is open inside the panel, Escape closes that first, then closes the panel on the next press)
Click the X button in the panel header

Navigating between records

Once the panel is open, you can move through records without closing it.

Cmd/Ctrl + ↓ — next record
Cmd/Ctrl + ↑ — previous record
← → arrows in the panel header — previous / next record

The panel header shows a position counter (for example, 3 / 12) so you know where you are in the set. The arrows disable at the first and last record.

Editing fields

All editable fields appear in the panel as labeled rows. The field name is on the left; the input is on the right.

Changes save automatically as you type — there's no need to click a save button while editing an existing record. You'll see a brief Saving... → Saved indicator in the header when a save completes.

Field types supported in the panel include text, number, date, boolean toggle, single-select, multi-select, long text, and more. Each renders its native input — date fields open a calendar picker, enum fields open a dropdown, and so on.

Tip: If a record has no fields beyond its title, the panel shows "No properties to display." Add fields to the sheet's schema to populate the panel.

Attachments

The panel includes an Attachments section below your field rows. It's always visible, even if no files are attached yet.

To add files:

Drag files directly onto the upload zone, or click the zone to open a file picker.
Files appear in the list once uploaded. Each shows the filename and file size.
Click × next to any file to remove it.

Each file can be up to 50 MB.

Resizing the panel

Drag the left edge of the panel to resize it. The panel snaps between 400px and 800px wide, and your preferred width is saved automatically.

When the panel is open, the URL updates to include a ?record=rec_xxx parameter. That URL opens the panel directly to that record — useful for sharing with a teammate or bookmarking a specific row.

The URL state also survives a page refresh: if you reload with a record param in the URL, the panel reopens automatically.

Keyboard shortcuts

Shortcut	Action
Escape	Close panel (or close open dropdown first)
Cmd/Ctrl + ↓	Next record
Cmd/Ctrl + ↑	Previous record

Troubleshooting

The panel closes as soon as I stop typing. If the panel closes unexpectedly while typing, try refreshing the page.

I opened a record via a shared link but the panel didn't open. Make sure the URL includes the ?record=rec_xxx parameter intact. If the link was truncated or the record ID was removed, the panel won't open on load.

The panel isn't showing all my fields. The panel displays all fields configured in the sheet's schema. If a field is missing, check that it's been added to the sheet — open the workbook, go to the sheet, and confirm the field exists in the column header row.

I can't resize the panel. The resize handle is the left edge of the panel. Click and drag it horizontally. If the panel feels stuck, try refreshing — the stored width is occasionally reset if it falls outside the 400–800px range.

Something else isn't working. Reach out to help@obvious.ai with a description of what you're seeing and which view you were in.