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About lists

Lists are customizable visualization formats that display app records in organized, filterable views tailored to your specific needs.

List configuration​

Every list contains complete information about how to display data with these primary parameters:

Core settings​

  • List format - choose from Table, Cards, Boards, Calendar, Charts, or Pivot tables
  • Fields to show - select which record fields appear in the list
  • Filter applied - define criteria to show only relevant records
  • Sorting - arrange records by multiple fields in ascending or descending order
  • Grouping - organize records by common field values

Advanced settings​

  • Column widths - customize the display width of table columns
  • Date field - specify which field to use for Calendar format
  • Lookup field - choose the field that determines Board column organization
  • Additional formatting - apply specific display rules for different field types

Dynamic list management​

All list parameters can be modified on the fly:

  • Real-time changes - see modifications immediately as you make them
  • Save options - preserve your customizations for future use
  • Temporary views - experiment with different configurations without saving
  • Share settings - make your custom lists available to other users

Interactive features​

Lists provide powerful interaction capabilities:

Quick filter​

Type text in the quick filter to instantly narrow results:

  • Instant search - find records containing your search terms
  • Highlighted results - matching text is highlighted for easy identification
  • Cross-field search - searches across all visible fields simultaneously

Field details​

Hover over certain fields to see additional information:

  • Pop-over details - view extended field content without opening the record
  • Related information - see linked record details and relationships
  • Quick actions - access common actions directly from the list view

Linked records fields​

When apps reference other app records, you can leverage these relationships in list views:

Cross-app filtering​

Use linked record fields to create sophisticated filters:

  • Example: In a Deals list, show the deal's company information
  • Advanced filtering: Filter deals by company criteria (e.g., only companies with sales in the previous year)
  • Related data: Display and filter by fields from connected records

Benefits​

  • Unified views - see related information without switching between apps
  • Complex queries - create filters based on relationships between different record types
  • Data context - understand records in the context of their related data

Lists transform raw data into meaningful, actionable views that help you work more efficiently with your app records.