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Data list and document library
Create and manage different type of data, design the fields, forms, workflows and permissions
25 articles
Introduce Data ListData List manages business data efficiently with a drag-and-drop interface, offering various data types, search, sorting, and customization.
Understand Data ListData List organizes business data with customization, supporting various views and permissions for efficient management and security.
Create new data listCreate a Yeeflow data list by choosing an app, naming the list, and adding custom columns for tailored data management.
Create and manage data fieldsManage Yeeflow data fields in lists/forms: add, set properties, edit, or delete for tailored data management.
Understand data encryption for fieldsYeeflow's encryption secures text fields, removing certain feature compatibility. Adjustments needed for lookups and workflows.
Manage data encryption for fieldsManage Yeeflow field encryption for security; enable/disable on text fields, impacting data use.
Create and configure a Lookup field in a Data ListCreating and managing Lookup fields in data lists. Learn step-by-step how to add, configure, and utilize Lookup fields for data integration.
Autonumber field typeLearn to create unique identifiers in Yeeflow with the Autonumber field - ideal for data integrity and record management.
Adding a new itemClick "+ New item" in Yeeflow, enter details, hit "OK". Options to adjust form layout and window size are available for user convenience.
Editing itemsEdit Yeeflow items via "Edit item" button; form layout and pop-up size customizable for editors.
View an itemView Yeeflow item details by clicking it; see fields, values, attachments. Option to customize layout and sidebar.
Deleting itemsDelete Yeeflow items individually or in bulk with editor permissions. Deleted items are permanently removed.
Import Excel or CSV file to add and update dataImport/update data in Yeeflow using Excel or CSV files by mapping columns to fields and configuring settings for efficient management.
Export data items to Excel fileExport Yeeflow data items to Excel, choosing fields and their order for all or selected items, facilitating analysis and backup.
Search and filter data in data listSearch/filter in Yeeflow data lists via customizable user filters. Admins set up for efficient data navigation and analysis.
Understand Data viewsData views customize data list presentations (list, gallery, calendar) with filters and sorting for better organization and analysis.
Getting started with Yeeflow data viewsStart with Yeeflow data views to tailor list, gallery, calendar, kanban displays with filters, sorting for enhanced data presentation.
List ViewCustomize Yeeflow list views for applications like "Leave Management" by configuring fields, names, permissions, and user filters.
Gallery ViewTransform list records into visual cards with Gallery View, using images as covers. Customize titles and filters for a visual touch.
Create custom list formsCustomize list forms with unique layouts for creating, editing, and viewing items using its form designer for a tailored UI experience.
Create list workflowsSet up Yeeflow workflows to automate data list tasks with triggers, including notifications and updates, streamlining processes.
Create custom notifications for data listCustomize notifications for data lists with Yeeflow. Enhance communication and streamline workflows effortlessly.
Enable versioning controlTurn on Yeeflow list versioning to monitor and revert changes, with admin control over version history for improved data management.
Manage permissions of a data listControl access in data lists with permissions for viewing, editing, deletion, and sharing, tailored to specific user roles and groups.