Lists can help you manage record-based data, such as suppliers' directories, product catalogs, expense items, etc. Moreover, you can process them automatically using workflows.

You can find lists in the Automation section. Click the Create New button to add a new list.

Settings

Specify the general list parameters: list name, description, sorting and add an image. The only required field is the List name. You can also enable Business Processes and Auto lock item when editing option.

The lower the number in the Sorting field, the higher the list.

Titles

Titles for list sections and elements can be configured on this page. The Titles section is useful when you need to have the names to be more accurate.

Access

Here you can grant access to list sections and elements. Click Add to select users, groups or departments and configure access permissions for the them.

• Access denied – you don't even see the list.
• Read – you can only view the list.
• View in Control panel – you can view the list elements.
• Add – you can add elements to the list.
• Create in Control panel – you can add elements to the list and view them.
• Edit – you can add elements, edit the list and run workflows based on the list.
• Limited edit – you can add elements, edit the list and run workflows, but you can't add or delete any sections in the list.
• Full access – you have all permissions.

Read also:

• Enable workflows in lists
• Workgroup lists