Lists

Lists are linear arrangements of items typically displayed vertically, with each item represented as an entry. They are used to display and manage data in a structured format.

1. Features and Benefits

The list view offers a range of features and benefits that enhance the display:

• Compact and space-efficient
• Easy scanning and reading
• Ideal for large datasets or long lists
• Sorting and filtering capabilities

2. Create a Lists View

Watch the guided demo below to create and apply lists view.

You can also follow the same steps using the written guide below.

1. Open the record and find the Views icon in the top-right corner of the screen.
2. Click on the "New View" button within the Views menu.
3. From the available options, choose the "Table View" option.
4. Provide the view name.
5. Select the "Show auto-incrementing IDs" checkbox to display an auto-incrementing ID column.
6. Specify the columns you want to display in the table by choosing the corresponding field that links the data to each column.
   1. Alternatively, you can click "Add all fields" to add all available fields to the table.
   2. If there is a field in the record that contains a value or references another record, and you want to display that value in the current record view, you can use the Joined fields feature. For example, a Quote record has a Sales Rep field, and you want to display the sales rep’s email in the Quote record view. To do this, select the Sales Rep field, click + Add joined, select Email, then click + Add Field.

7. [Optional] Set a field for Default Sorting. Specify whether it should be sorted in ascending or descending order.
8. [Optional] Utilise Quick Filters to pre-define specific filter criteria for easy data filtration.
9. [Optional] Utilise Advanced Settings to add configuration to your list view.
   1. Add Entries Using This feature lets you choose between two view options: Modal (default) or Fullscreen.
   2. Report Widgets are simple “number widgets” that can display a calculation over a list of entries. To add a report widget, insert a configuration. Here are sample configurations for reference: Link to the report widget.
10. Click on the Save button to save the changes.

2.1. (Optional) Add colours to a list view

Use colours to make records easier to identify at a glance. For example, you can colour-code records based on their Status so users can quickly distinguish between Open, In Progress, and Closed items.

To add colours to a list view:

1. Click the three-dot menu in the top-right corner.
2. Select Configure Record.
3. In the side navigation, select Fields.
4. Select the field you want to use for colour coding (for example, Status).
5. Under Options, select Colour for the Colour Field.
6. Click Save.
7. Return to the record and refresh the page or reapply the list view.
8. The rows in the list view are now colour-coded based on the values in the selected field.

3. Apply a Lists View

To use Lists view, follow these steps:

1. Open the record and locate the Views icon in the top-right corner of the screen.
2. Choose the desired view you wish to display from the available options.
3. To set the selected view as the record's default display, click on the "Set as default" option > Click "Save".
4. Alternatively, if you only want to apply the selected view without setting it as the default, click the "Apply" button.

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