Edit List Layouts
Last updated
Last updated
Edit your list layouts to customize how data is presented to your users.
Select the list layout you want to edit
Select Edit Layout
Choose a photo or color to be the header of your List Layout, add a title and subtext, choose where to align the title and where the toolbar appears on the page.
Limit what role(s) can view a page.
You can apply filters to a List layout to limit which records will show in the layout based on details about the record or user types. You can limit a list layout to only show records that meet (or do not meet) specific conditions. Filters apply to all users including admins.
Filters can only use the 'AND' logic. If you have many conditions, then the records must meet all conditions.
You can filter currency, percentage, roll-up, and formula fields using number operators: =, <, <=, >, => and ≠.
Users must have 'read' permissions for the fields used in the filter.
You can filter using relative date filters (eg. tomorrow, this week, last quarter).
You can use filters along with duplicating layouts to create different layouts in your navigation.
Sort changes the order of your records in the List layout. You can sort alphabetically by a field's name, with ascending or descending values. We recommend only sorting by text or number fields.
Inline filters let your app users filter list layout records based on specific fields that you choose.
Select Inline filters and choose between Quick or Advanced filters.
Advanced Filters
Allow users to choose which fields they filter by or choose the filter displayed for the user.
Users can change operators in advanced filters.
Quick Filters
Quick option for filtering data that does not have operators.
Show all filters or choose which filters are displayed to the user.
Allow end users to choose how they sort by enabling "Inline sorting".
Toggling this setting on allows end users to download the list layout to a CSV. Only fields shown on the layout will download.
When using the spacious header, it is not possible to show the download button to end users
Give your new layout a name
Save
This will create a sub navigation item on your navigation.
Select the three dots on the top right to edit the layout name.
Delete your duplicated layout by selecting the three dots on the top right.
Calculations can show sums or averages of number fields or count how many records have an empty or not empty field.
Place action buttons on your list layouts allowing users to make record updates. Show actions as buttons or options in a drop down menu:
Click the Actions tab
Select to show as button or in the dropdown
Toggle the button on
Use the eye icon to set conditional visibility
The system buttons are the three dots that appear when hovering on a record and allow quick actions
Go to the List Layout
Click the three dots on the record
A drop down will appear
Select what field you want to update or other action buttons
Toggle the options that you want to appear on the system buttons menu and set up conditional visibility:
Choose what happens when a user clicks on a record by choosing from the Click Record Action dropdown.
Open Full Page
Open as Preview
Open in New Tab
None
Change how your data is viewed by selecting the Display title. Use a
Use theduplicate layout icon to duplicate a list layout to create multiple views of the same table.
Select theduplicate layout icon
Show all fields or choose fields to display, then toggle on the fields you want to display on your list layout. Use the pencil icon next to the field to change how it is displayed or to add as a calculation above the table.
First create an
