Lists are structures where records are displayed in table format and users can perform quick and practical operations on data.

Various customizations can be made on standard lists provided by the system.

On standard lists:

• Columns to be displayed can be edited
• Column widths can be adjusted
• Filtering and sorting rules can be defined
• New lists can be created

The following list types are automatically created by the system for each concept:

• Main List
• Search List
• Related List

For a concept, only one main list can be marked as the default list. Search lists and related lists cannot be defined as default lists.

Search Lists

Search lists are automatically created by the system when a concept is created.

These lists are used in;

• Lookup fields
• "More" selection screens

Rules for search lists:

• Cannot be deleted by user
• A new search list cannot be created
• The first column must always be Primary Field
• Primary field cannot be changed
• By default, the first 3 columns are displayed

Related Lists

Related lists are automatically created by the system when a concept is created and are used to display related records.

These lists are used in;

• Related record grids on forms
• Listing related records between concepts

Features of related lists:

• Automatically created systematically
• Only related lists are used in related record grids
• Cannot be deleted by user
• A new related list cannot be added

List Management

On the Concepts screen, lists belonging to the relevant concept are accessed via the "Lists" button on the far right of each concept row.

From here:

• Existing lists can be edited
• New lists can be created

Each list has:

• Display Name
• System Name

The system name is unique and is used in system references.

List Queries and Column Configuration

When creating or editing a list, two basic structures are used:

• List Query
• List Columns

List Query

List query is the area where rules that determine which records will be shown in the list are defined.
In this section;

• Through the concept's own fields
• Through relationship types such as Lookup, Multi Lookup, Multi Reference, Participant, Owner

queries can be created.

Filtering rules are defined through the user interface and multiple conditions can be used together for complex scenarios.

In addition, in lists, filtering can be done directly through column headers. This provides quick filtering without having to go to the List Query screen to create a query.

List Columns

List columns determine which fields will be displayed in the list.

Rules and features:

• A list must contain at least one field
• Some field types cannot be selected as columns
• In addition to concept fields:
• Lookup
• Multi Lookup
• Multi Reference
• Fields of concepts linked to Participant type fields

can be added as columns

For multi lookup fields, only concepts with multi lookup feature enabled are listed and fields of these concepts can be selected as columns.

For Participant type fields, depending on the related activity type:

• Company
• Contact
• Lead
• User
• Team

fields from these concepts can be added as columns.

Column Behaviors

The following operations can be performed on columns added to the list:

• Column order can be changed (drag-drop)
• Sorting can be done by selecting one or more columns
• Multi-column sorting can be defined with CTRL key
• Column widths can be adjusted by the user

List Publishing

All edits made on a list are kept as drafts.

• Save: Saves the changes as a draft
• Publish: Activates the list

Unpublished lists are not viewable by users.

Personal Lists

Apart from system lists, users can create personal lists for themselves.

Personal lists:

• Are configured only on the listing screen
• Are visible only to the relevant user
• Are not shared with other users