Data list and document library
Create and manage different type of data, design the fields, forms, workflows and permissions
28 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 a Data List with AIUse AI to quickly generate a Data List structure by describing your requirements. AI automatically creates recommended fields and configurations to help you build lists faster.
- 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.
- Sub list field (Data list)Yeeflow's Sub List feature helps manage complex data structures by organizing multiple related records, supporting forms, workflow designer
- Create Data List Fields with AICreate Data List fields quickly using Create with AI by simply describing the fields you need.
- 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.