Records List
Introduction
Functions
Records List can display data in a list. It can also show the number of records. A Records List can display data from at most three forms.
Application Scenarios
Use Records List to display data to-dos, such as which customer to follow up and what meetings to join.
Preview
Setting Procedure
Before creating a records list, you have to prepare a form.
Creating a Dashboard
After visiting an app, click 
Adding Records List
Rename the dashboard, go to Chart, and click Records List.
Selecting Data Sources
Data sources will be displayed in the records list. Only data in forms can be added to the records list. Data in the aggregate table and data streams in data factory are not supported.
Setting a Records List
1. Rename & change data source
You can first rename the records list. If you select the wrong data source, you can change it.
2. Set display fields
Display fields are fields that need to be displayed in the records list. At most three display fields can be set in one form.
3. Sort display fields
Drag and drop display fields to sort them.
4. Sort forms & rename them
If you want to change the form order in the records list, you can sort them by dragging and dropping in Settings > List Name. You can also rename the forms.
5. Filters
You can set filters for data displayed in the records list. For example, you can just display data that need to be viewed today.
Drag the fields in the left panel to Filters.
Access
Access in the records list is the same as the permission set in the data source form. If you need to allow members to view data in the records list, you can go to Publish to set permissions for them.
Chart Color
Go to Style > General Style to set personalized styles.
Demonstration
1. On PC
Members can view data that published to them. They can also manage data if they are granted permissions to the data source form.
For example, members can view the customer's status. By clicking Edit, they can also modify the status. Customers who have been followed up will not be displayed in the records list.
2. On Mobile
Notes
1. At most three forms can be added in one records list.
2. At most three display fields can be added in one form. If there is no display field, the title in the form will be displayed by default.
3. Only forms/workflow forms in current app can be set as data sources of the records list. Data in the aggregate table, data streams in data factory, and data in a cross-app form cannot be set as data sources.
4. Permissions in the records list are based on the permission sets in the data source form. You need to make sure that members have permissions to view the form, otherwise they would not be able to view data. You can set permissions of the data source form in the editing page of the records list.
