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.

Use Records List to display data to-dos, such as which customers to follow up with and what meetings to join.

Before creating a records list, you have to prepare a form.

After visiting an app, click > New Dashboard to create a dashboard.

Rename the dashboard, go to Chart, and click Records List.

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 the data factory are not supported.

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 needs to be viewed today.

Drag the fields in the left panel to Filters.

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.

Go to Style > General Style to set personalized styles.

1. On PC

Members can view data published to them. They can also manage data if they are granted permission 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

1. At most three forms can be added to 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 the current app can be set as data sources of the records list. Data in the aggregate table, data streams in the 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 permission to view the form, otherwise they would not be able to view data. You can set permissions for the data source form on the editing page of the records list.

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