Guide
Quick start for databases, tables, presets, calendar, and Cloud sync.
Quick start
Use these common workflows to get started without reading every detail first.
Create a new database from a template
Open the database screen and click Templates. Pick a template, click Create database, choose a version, enter a database name, and wait for the workspace to open.
Import an existing database
On the database screen, click Import, select a SuperAgent database file, then open the new database card.
Add a record to a table
Open the required table, click Add, and fill in the fields in the right-hand panel. Changes are saved automatically.
Find and filter data
Use the search field above the table. For a more precise filter, click a column header, choose Filter, then select an operator and value.
Customize a table view
Click Presets to choose columns, change their order, and create separate views for different tasks. You can also resize a column directly in the grid by dragging the edge of its header.
Connect Cloud sync
Open Settings → Cloud, then enter the API details, key, and account credentials. After that, you can upload a local database to Cloud or download a cloud copy to this device.
Database screen
This screen appears on first launch and when you switch databases. It lets you open a local database, create a new one, import a file, use templates, and manage cloud copies.
Open a database
Click a local database card. SuperAgent checks the file, prepares it for the current format if needed, and opens the workspace.
Rename
Click the pencil on a database card, enter a new display name, and save it. This helps distinguish several projects.
Export
Click the export icon on a database card and choose where to save the file. Use this for transfer or backup.
Delete
Click the trash icon and confirm the action. If the database is linked to Cloud, SuperAgent will ask what exactly should be deleted or unlinked.
Card order
Grab the drag icon on a local database and move the card. The order is saved for the next time you open the screen.
Cloud databases
A cloud card shows a database available on the server. You can download it to this device, delete it from Cloud, or re-upload a local copy after an error.
Main buttons
- Create — create a new database through Builder if it is available in your version.
- Import — add an existing SuperAgent database file.
- Templates — open the catalog of ready-made database templates.
- Settings — open appearance, updates, maintenance, Cloud, and support options.
Workspace: tables, grid, and form
The workspace contains the table list, the central grid or calendar, and the right-hand record panel.
Table navigation
- On desktop, the table list is on the left. Click a table name to load its records.
- On a narrow screen, click to open the table picker.
- The hidden tables button lets you remove rarely used tables from the main list.
Search, create, and import
- Search above the table quickly filters records by the text you enter.
- Add creates a new record and opens the form on the right.
- CSV import loads rows from a CSV/TXT file into the current table. Before importing, you map file columns to table fields.
- After import, SuperAgent shows how many rows were processed, added, and skipped. If there are errors, it shows the list and saves a log.
Table grid
Select a record
Click a row to open the record card on the right. The selected row is highlighted.
Column width
Drag the right edge of a column header. The new width is saved in the active preset.
Filter
Click a column header → Filter. Choose an operator and value. A filter icon appears in the header.
Sort
Click a column header and sort ascending or descending. You can reset sorting in the same menu.
Group
Choose Group in the header menu. Groups can be collapsed, expanded, and sorted.
Auto sum
Enable Auto sum for a numeric column. Totals appear in groups and in the table footer.
Record form
- Fields are saved automatically after changes, when focus is lost, or when editing is completed.
- Dates can be selected with . Date-time fields also support time selection and a “now” action.
- Links open with ; email fields open with .
- Password fields can be temporarily shown or hidden with .
- Lookup fields show a readable linked-record label instead of an ID. Click the arrow to choose a value, or click the displayed value to open the linked record.
- clears a lookup link.
- If a record was opened from a linked table or lookup, returns to the previous card.
- deletes the record after confirmation.
Linked records
A record card may include embedded related tables: client payments, contract tasks, project entries, and other relationships.
- creates a new linked record and attaches it to the current one.
- helps find an existing record and attach it to the current one.
- opens column setup for the related table.
- The embedded grid supports filters, sorting, grouping, totals, and column resizing just like the main table.
Bulk update and export
- Click the database name in the top bar and choose Bulk update data to change a selected field in many records at once. Use preview before applying.
- In the same menu, choose Export data to save the current table as CSV or all tables as a ZIP archive.
Table presets
A preset is a saved table view: columns, order, widths, filters, sorting, grouping, totals, and collapsed groups.
Quick switching
Click a preset chip above the table. The table immediately switches to that saved view.
Create a preset
Open Presets, click New, enter a name, and choose columns.
Columns
In the editor, select fields with checkboxes and drag them into the order you need.
Preset order
Use in the preset manager to change the order of views.
Preset templates
A ready-made preset template can be loaded into a new or existing preset. In Pro, you can also save your own templates.
Free version
In Free, you can select existing presets. Creating and editing presets is available in Pro.
Database templates
The template catalog helps you create a ready-to-use database for a specific task, such as clients, contracts, tasks, payments, or appointments.
- Use search and category filtering to find the right template.
- On a template card, review the description, version, category, status, and changelog.
- Create database installs the template as a new local database and opens it immediately.
- If a database is already open, Update structure helps update an existing database to a newer template version.
- Before a structure update, SuperAgent shows a preview. After a successful update, a backup is created.
Calendar
The calendar opens from the workspace using the grid/calendar switch. It shows records from configured calendar views.
Choose a calendar
Select a calendar view in the top bar. The number next to its name shows how many event sources it has.
Periods
Use and to move by day, week, month, or year.
Modes
Available modes are Day, Week, Month, and Year. Switch them with the segmented control.
Create from calendar
The button in a day, time slot, or resource column creates a record for the selected date.
Open a record
Click a calendar event to open the linked record in the right-hand card.
Refresh
reloads events for the current calendar.
Day mode shows time slots. Week mode can show a day list or a time grid. Month mode shows days and the first events in each cell. Year mode shows event counts by month.
Cloud and sync
Cloud sync lets you work with the same database on multiple devices.
- Open Settings → Cloud.
- Enter the API URL, API key, email, and Cloud account password.
- Check the subscription block: it shows the plan, device limits, and expiration date.
- On the database screen, upload a local database to Cloud or download a cloud database to this device.
- If a database is linked to Cloud, a sync indicator appears in the workspace top bar. Click it to see status and recent diagnostic data.
- If needed, you can unlink the current local database from its cloud copy in Settings.
Application settings
Appearance
Choose the language, light/dark theme, and interface color scheme.
Updates
View the current and latest version, run a manual check, and open the update download link.
Maintenance
Refresh relationships after imports or major data changes so related views stay up to date.
Cloud
Configure Cloud access, review subscription and device identity, and copy diagnostics for support.
Builder
In Pro, you can enable Builder to design your own database. A dedicated Builder guide will be published separately.
Support
The support button helps you quickly open a request about the application.
Free and Pro
- Free: work with one local database and use ready-made templates.
- Free: Builder is not available.
- Free: existing presets can be selected, but editing is limited.
- Free: the calendar can show events, while creating and opening records from the calendar may be limited.
- Pro: extended database management, Builder, preset editing, and more Cloud workflows are available.
Local work
Design databases and work with data without depending on the cloud.
Cloud mode
Connect devices, sync data and publish structure through the account.
Account
Manage licenses, subscriptions, users and environment diagnostics.