A list is an essential part of your application. It is the place where you can design/enter/view/search/filter your data, and each application has one or more lists linked with each other.
A list consists of one or more fields, so it is essential to know what is your data, and how it is related together, to create and organize your lists. Each application has a sidebar that contains a link for the app dashboard, Lists, create a new list link.
How to create a new list:
To create a new list in a specific application, click on the "New List" link (shown in the image above), you would get a popup window that contains an input for a list name, description, and icon. After concluding this step, the app would take you to the design list page. Each field has a data type and many options. read more about data types
As usual, Workiom prefers to present an example to help you best understand how to play with its tools. Let's go!
We recommend to apply the following steps; feel free to delete or edit the fields as you add them or afterward.
We want to build a simple address book application to store contacts, and the first step is to create our center list.
In this example, each contact has many properties, such as Full Name, Mobile Number, Email, Profession, Photo, Birthday. You can add more social media links and others. So we need to create a list with these six fields:
- Full Name,
- Mobile Number,
The system first starts by automatically creating a primary field, named (Name) with the data type as text. read more about data types
You can change the name of this field by clicking on the field itself and editing it. You cannot change its data type or delete it. End each list must contain at least one field.
Note: You cannot change the data type after creating it. This restriction exists to protect the integrity of the data saved in the lists afterward.
Once added, if you click on a specific field (or any field), you will gain access to this editor view:
In our case, we are changing the field's name to "Full Name". Press the Save button to save changes.
Now let's create the Mobile Number field:
- Click on "New Field" button:
- Enter name: Mobile Number, and click on the dropdown list under "Field Type," read more about data types
- Choose the data type "Phone Number," (read more about phone number formatting)
- Keep the "Visible" checkbox checked.
The Visible checkbox option allows you to show/hide this field in data views, and the data entry form.
- Assuming that the phone number is unique for each contact, we check the "Unique" option. The option prevents data duplication.
- Don't forget to click the Save button,
Now, let's add the other fields with different options.
- Email: Field type "Email."
- Profession: Field type "Static List."
In static list data type, you can add two or more static values to the field. It will appear as a dropdown box in the data entry view. To add a new option, click on the Add button. After adding the name of the option, select its coded color. You can also choose a default value for the list if needed. Read more about the default value.
- Photo: Field type is "File."
You can check the "Main Picture" option to show a thumbnail of the photo in the grid and Kanban view.
- Birthday: Field type is "Date."
The "With time" option is to add a timestamp to the date. "Due Date" is to send a reminder to the record owner on the same day of the inserted date. Make sure you add a "User" field type in the list for him or her to receive the notification. You can set a default value for the date field.
Congratulations! You have successfully created your first list.
These are the actions you can perform in each field:
- Edit field: by clicking on the field.
- Change its order in data entry: drag and drop the field and move it up/down.
- Delete field: by clicking on the trash can button near to each field.
Edit existing list:
You can edit any existing list to add/delete/update/re-order the field by clicking on the edit list button.