Table of Contents

Lists

Danielle Kellogg Updated by Danielle Kellogg

What are Lists?

List views are used to display multiple records from an object in your database using a flexible layout of rows.

Any of the fields from that object can be used as details in the list. Each record in a list can be linked to a child scene to edit or view more details about that record.

List views are managed similarly to details views.

Manage List Views

Adding, editing and deleting views are managed the same regardless of view type. To learn how to add, edit, and delete list views from your app, see About Views

List Settings

To access the settings of a list view, hover your mouse over the view and click on the pencil icon that appears at the top left of the view. This will open options for Source, List Settings and List Details which can be edited in the toolbox to the left of the page preview.

Source

The source section is used to control which records the list will display and how they will be displayed. Here you can add filters to limit records, define the sorting and limit the number of records shown. 

  • Data: the table will display all the object's records by default. Use the data section to add rules to limit which records will be displayed.
  • Sort: control the default sort order of which records will be displayed first.
  • Limit: show all the available records or limit to a specific number.

Click here for more on working with the data source.

List Settings

The List Settings section provides options for formatting your list and how users will be able to interact with your list in the Live app. 

List Layout

The list layout allows you to display the records in your list in 1, 2, or 3 columns.

Options

Hide Fields Without Values

Enabling this option will hide any fields from the list view that do not have a value in that record.

Keyword Search

Displaying a keyword search will present a search field above the table for the user to enter keywords to filter which records will display. These keywords will search the entire record.

On the search results display, a “reset” link will appear. Clicking this will reset all search criteria to easily search again with new criteria.

The keyword search will be combined with any rules added to the Data Source section.

Exporting

Enabling exporting allows the user to export all the data from the list into another format. An export link will appear in the top left, with options for downloading in a CSV, Text, or JSON format.

The exported data will always reflect the exact data the list is displaying, including any sorting and filters.
Label Format

With this option you set the label formatting with the options: Left aligned, Right aligned, Top - above the value, and None - hide label. 

Empty List Text

Here you can customize the text that will display with there are no records in your list view. The default text is “no data”.

Pagination

Pagination determines how many records will show at one time. If the total number of records exceeds the number set here, then links will be added to the list to navigate to additional pages, displaying more records. 

The pagination section contains three features that you can enable to customize your list view:

  • Set how many records (10, 25, 50, or 100) to view at a time 
  • Let the user set how many records to view per page: This allows the user to change how many records they are viewing per page.
  • Show pagination controls at the bottom of the list: this will display pagination controls at the bottom of the list as well as at the top. By default this will be the "page X of X" display. If the feature to allow users to set how many records to view per page is enabled (see previous bullet point) this option will also show at the bottom of the list.
Filters

The options in the Filters section allow you enable or disable filters for your users. Filters give the user tools to further refine which records the list will show. 

  • Don’t allow records to be filtered: this option will remove filter options from the list view and your users will not be able to filter the records.
  • Allow users to add custom filters: this options will allow your users to add their own custom filters. You can refine this to allow all fields in the object to be filtered or only fields present in the list view. In addition you can add starting filters that will automatically be applied when the page is loaded. 
  • Use a filter menu: this allows you to set a predefined filter menu that your users can navigate through. With this option users can’t add their own custom filters.
Title & Description

This section allows you to customize the title and description for the list view. The title will be added directly above the view in your Live App. The description will be added above your view below the title. Descriptions can be used to give your users more context about how to use a view. 

List Details

The “List Details” section is where you control what content is available in the list view. Here you can add and remove fields, add action links and static elements to the list view. 

This section is split into four areas: 

  • Fields: Here you can add and remove fields from the primary object of the record being displayed.
  • Connections: Here you can add and remove fields from any connected objects which are connected to the primary object of the record being displayed. 
  • Actions: Here you can add links to perform actions like, editing, deleting, viewing more details, triggering an action or linking to another page. 
  • Static: Here you can add additional titles, instructions, or dividers within your list view.
Fields: Adding & Editing Fields

The “Fields” tab on the “List Details” section when editing a details view contains all fields available in the primary object which is being used for this view. 

Add Fields

To add a field to your list view, you can either click on the field in the list in the toolbox, or drag and drop the field into your details view in the preview. 

Edit Fields

To edit a field on the list view, hover over the field in the preview and click the pen icon. This will open the Item Properties for that field in the toolbox to the left. Here you can update the label format, label title and styling.

  • Label Format: use the label format set for the group or use "Hide Label" to hide the label and just show the field value.
  • Label: the label displayed with the field value. This defaults to the field name.
  • Style: this allows you to style the field with header 1, header 2, bold or italics.
  • Map: this option only appears for Address field types and will show a map of the address above the listed address. Once you’ve selected this option, you can customize the size of the map.

Fields can also be rearranged in the details view by clicking and dragging a field to a new place.

Remove Fields

To remove fields from your list view, hover over the field in the page preview and click the trash can icon.

Connections: Adding & Removing Connected Fields

The connections tab allows you to add fields from objects connected to the primary object being displayed. So you can display connected values without having to include those values directly in the primary object’s record. 

Adding Actions

The actions tab allows you to add links which trigger actions to your list view. Action links can be used to do things like add links to edit or delete the record, link to another page, or trigger an action. 

These are the following action links available:

  • Edit record: this will create a new child page with a form to edit this record. Clicking on the link will go to that page to edit the record.
  • View record details: this will create a new child page displaying all the details for this record. Clicking on the link will go to that page to view those details.
  • Delete record: this will add a link to delete a record. When the user clicks on the link they will be asked to confirm the delete. Clicking yes will then remove the record from the app.
  • Link to another page: reuse another page you've already created by linking to it. For example, if you already had a complex scene that was showing details about a contact record, we could link to that scene instead of recreating it.
  • Trigger an action: this option adds a link which will trigger an action, such as updating a record, updating a connected record, inserting a connected record or sending a custom email

Learn more about using action links here.

Adding Static Elements

In addition to fields from your objects, you can also add static elements to your list. This includes additional title/copy and dividers to help add more context to your list view. 

  • Title/Copy: This will add a section to display additional text content as either a section title or description. 
  • Divider: This will display a divider on the list view wherever this is placed. This is great for separating your list view into sections. 

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