Understand Data List

Data List organizes business data with customization, supporting various views and permissions for efficient management and security.

Updated over a week ago

The data list is the database-like data repository, which is designed for you to manage your business data.

The data list is flexible and configurable, which is easily designed base on your business needs. To configure your data list, open an application and select a data list. Below is an example which is designed to manage tasks. This will give you a quick understanding about how the data list works.

1. Data List Name

Display the name of this data list. You can edit the list name from list settings.

2. Data Views

This is the place to display the current view, and all the existing data list views. A data list can contains multiple views. Each data view has individual view styles and access permission etc. Create multiple views to give users the flexible for viewing data from different aspects.

You can click to switch between data views. Or, click the "+ View" button at the end to add a new data view.

You can also drag the title of each data view to change the display order.

3. Add new item

If the current user has the editor/admin permission of this data list, or have the adding new item permission from the advanced permission settings of this list, the + Add button will show up. Click to open the new form to add add item.

4. More settings of Data List

Click the "More" button to see or the list-related settings.

Please Note: The items from list settings to delete data list are only visible for the administrator of this data list.

  1. Import - Import data from an excel file to this list. Yeeflow offers bulk import to add or update item(s).

  2. Export - Export current list view data to an excel file.

  3. List settings - The advanced settings of the data list which includes the fields management, customized list form, public form, list workflow and permission settings etc.

  4. Duplicate - Make a copy of the current data list.

  5. Move to - Move the current data list to another application.

  6. Edit data list - Edit the Name and Description for this data list.

  7. Delete data list - Delete this data list and all views of this data list will be deleted permanently. The associated data information, if any, will be lost.

The advanced settings of Data List

Click List settings from the more settings menu to find the advanced settings of Data Lists.

There are more features you can configure from here:

  • Fields - Manage all the fields of this list. You can add new fields, delete existing fields or edit the properties of a field.

  • Forms - Manage the list forms. Create customized forms for creating new records/items, editing existing(s) and viewing page(s).

  • Public forms - Create public forms to allow anonymous users to submit data without login.

  • Workflows - Create list workflow(s) which are associated to this list, set the start conditions to control when to run the workflows. Using the workflow designer to define the details of your workflow logic.

  • Permissions - Set the permissions of this list. By default, the list permission is inherited from the application. You can set the individual permission for this list. Using the "Advanced permissions" Settings function to assign permissions with records-related properties.

  • Notifications - Set notifications of this list, like when create a new item, send a notification to specific users, or when a field value equals to the conditions, send a notification out, etc.

  • Versions - Yeeflow allows you to track versions of your records. You can turn on the versioning function from the settings page, then any changes made to the data of this list will be tracked. The admins of this app can view the history info of versions.

5. Data view settings

This includes the quick settings of the current view, like filtering data, coloring data, and sorting data etc. This might be different based on the view types (Calendar, Gallery, Gantt etc.).

6. Data Search

Click the search button to search with keywords. This data source of this search is for the current data view only. You can search from all fields, or just from a specific field.


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