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Edit List Layouts

Edit your list layouts to customize how data is presented to your users.

  1. Select the list layout you want to edit

Header

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.

Display

Change how your data is viewed by selecting the Display title. Use a Table, Cards, Boards, or One Record Only view.

Roles

Limit what role(s) can view a page.

Filters and Duplicating Layouts

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

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

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.

Inline Sorting

Allow end users to choose how they sort by enabling "Inline sorting".

Advanced Settings

Advanced options: allow users to download data

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

Duplicating list layouts

  2. Give your new layout a name

  3. Save

This will create a sub navigation item on your navigation.

Edit layout name

Select the three dots on the top right to edit the layout name.

Delete Layout

Delete your duplicated layout by selecting the three dots on the top right.

Content

Calculations can show sums or averages of number fields or count how many records have an empty or not empty field.

Actions

Place action buttons on your list layouts allowing users to make record updates. Show actions as buttons or options in a drop down menu:

First create an Action button.

Enable Action Buttons

  1. Click the Actions tab

  2. Select to show as button or in the dropdown

  3. Toggle the button on

  4. Use the eye icon to set conditional visibility

Actions - System Buttons

The system buttons are the three dots that appear when hovering on a record and allow quick actions

  1. Go to the List Layout

  2. Click the three dots on the record

  3. A drop down will appear

  4. 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:

Click Record Action

Choose what happens when a user clicks on a record by choosing from the Click Record Action dropdown.

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