Embed a database in a document
Read the latest list inside the document and edit it right there, and use the database screen for full features such as import and export.
Patterns that suit an embed
- Meeting notes + next-steps table — put the action list at the end of the notes page
- Project page + goal metrics — put goal status in the project document
- Team handbook + member table — embed the member directory on the onboarding page
- Issue page + related bugs — put the related list in the troubleshooting document
Step 1 — insert the database block
Edit a Wiki page
Open a Wiki page and type a slash ('/') on an empty line in the body.
Choose Database
Choose from the Databases group of the slash menu. New database creates a new database linked to this page (with Name, Status, and Tags fields and a Table view) and puts it in as a block right away; Load an existing database opens a picker.
Pick the database
The Select a database window lists every database in the current project. Find one with Search database names…, click the one to put in the document, and it appears right away. Put the same database in several documents and they all show the same data.
Step 2 — reading it inside the document
- Switch to another view such as table, board, or gallery with the view tabs on top — the view you pick changes only on your screen and isn't saved to the document
- Open details on a row, or a card on a board or gallery, opens the record's detail window
- With edit permission you can edit cells and add records right there, and fix or add views with the gear (View settings) and + View — in a document opened read-only you can only look
- Search, import, export, the archive, and record templates aren't in the embed — use them on the Databases screen in the project menu
- Records load in pages — Showing M of N appears at the bottom, and Load more fetches the rest
An embed lets you see the database inside the document and edit it right there. It's a trimmed-down version without the header row that has the name, search, + Record, and More.
Step 3 — staying up to date
- Someone else edits the DB → reopen the Wiki page with the embed and you see the latest data
- Whatever you change in the embed is saved right away and shows the same way in other documents that show the same database and on the full screen
- An embed of a database that was deleted or you can't access shows This database (#number) was deleted, or you don't have access to it., and while editing you can take it out of the document with Remove block
- Deleting the block doesn't delete the database — it only leaves this document
When the database changes, what the document shows is up to date too.