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Adding Data in AnyDB

Adding data in AnyDB is fast, flexible, and built to match how your team works. Whether you’re starting from scratch or using a prebuilt template, this guide walks you through the process.

You can store anything in AnyDB, including:

  • Structured data documents – Store and organize your business records
  • Freeform pages – Add unstructured notes or documentation (just like this one)
  • Files and folders – Upload files and organize them your way
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🧠 Key Concept: Data Documents

A data document is the core structured unit in AnyDB. It can represent anything your business tracks—like a customer, an asset, or a project milestone. Data documents are flexible, relational, and can be combined with other item types in any database.

🏁 Step 1: Start from a Database​

Every item you create in AnyDB must belong to a Database. Before creating a new item, ensure you're inside the correct database.

To create a new item:

  • Click the [+] New button or the [+] icon next to the database name:

    New AnyDB Item Side View

  • Or from the listing view, click the [+] New link at the top:

    New AnyDB Item List View

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You can create any kind of item—data document, page, file, or folder—within a database. Think of the database as the container for everything your team works on.

🧩 Step 2: Use the New Data Creation Dialog​

After clicking to create a new item, the New Data Creation Dialog appears. You can:

  • Browse available templates
  • Search by name or description

The dialog is organized into these sections:

🔹 Core Items​

  • Data Document – A structured, customizable record
  • Page – A freeform text page for notes or documentation
  • File – Upload and store any file
  • Folder – Organize related items into logical groups

🔹 Recent​

Quick access to templates you’ve recently used.

🔹 In Your Database​

Templates specific to your current database.

🔹 Built-in Templates​

A growing library of 100+ ready-to-use templates across business functions. Use them as-is or customize for your needs.

🔹 Community-Created (Coming Soon)​

In the future, you’ll be able to explore templates shared by the broader AnyDB user community.

🔍 Step 3: Select a Template​

Click any template to preview it.

You'll see:

  • A live preview of the data document structure
  • A short description explaining its use
  • A “Learn More” link to view full documentation
  • An expand icon to view a larger version

This helps confirm you're choosing the right structure for your needs.

✏️ Step 4: Create and Customize​

Once you've selected a template, click to create the item. It will open in edit mode immediately.

From here, you can:

  • Fill in your data
  • Modify fields or structure
  • Add relationships, automation, or reminders

Your new item is now part of the database and can be used in dashboards, filters, and workflows.

💡 Tips & Best Practices​

  • Search Smart – Use descriptive keywords when looking for templates
  • Customize Freely – All templates are editable after creation
  • Save Your Own – Turn a customized item into a reusable template for your team