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How to create a record

How to create a record in Tines.

Written by Yanni Hajioannou
Updated today

Records are a powerful feature in Tines used to introduce structured data into your team's stories, which is particularly useful for performing trend analysis to monitor when specific actions or events occur.

The below video demonstrates create a record in Tines.

Creating a record

To capture and store structured data from your story actions, follow these steps:

1. Add the record action: Go to tools on the left-hand side and drag a record action onto your story canvas.

2. Connect actions: Connect the action preceding where you want to store the data to the Record action.

3. Define the record type:

  • In the record action configuration, choose your record type.

  • To create a new type, click create new at the bottom.

  • Give your record a name, such as "malicious IP".

4. Configure columns: By default, timestamp and story name are stored. Add any custom values (columns) you need, such as IP (as text). You can change the data type of a column from text to a number if necessary.

5. Click save.

Setting the value for data storage

Next, set the values for the custom columns using data from previous actions in your story.

Viewing and managing records

Once the event has passed through the record action, the data is stored.

Accessing records

  1. Go back to your team view.

  2. Scroll down to records.

  3. Search for your record type (e.g., "malicious IP").

The records view displays all associated columns: story name, timestamp, IP, and scan.

Filtering and reporting

You can manage the stored data directly from the records view:

  • Filter: In the top right-hand corner, you can filter your data by date, choosing specific dates or ranges like yesterday, the last seven days, or the last 365 days.

  • Customize view: You can remove the view for certain columns.

  • Export: Export the data as a CSV file to create reports for leadership.

Reviewing a single record

To view the data associated with a single event:

  • Click the arrow on the left-hand side of a record entry.

  • This pulls up the data and payload from the story that generated the record.

  • From this detailed view, you can click a link to view the story it originated from or copy the link to the record to share internally.

Read more about records in our docs here.

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