In this article, we will help you understand how to configure a List using Forms 2.0.

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Introduction

Configuring a List 

Behavior Differences: Form vs. List

Additional Resources

Introduction

A List is ideal if you want to display multiple records in a table-like format, making it perfect for use cases like an Employee List, Inventory Table, or Project Task Tracker. A List form is typically used for viewing, referencing, or reporting data without involving any workflow or execution. It functions similarly to a digital spreadsheet, where users can easily browse, search, and filter large datasets. Lists are designed to provide an overview of information, making it easy for users to quickly find and reference records.

Configuring a List

To configure a Form, navigate to the required project > Configure > Forms 2.0. Once you open the Forms 2.0 screen, perform the following steps to create a Form:

  1. Click the CREATE FORM button.
  2. Click the Get Started button.
  3. Select the Type of form, which can be:
    • Form Type (Standard Form):
      • A Form is a traditional, standalone structure used to collect and organize data. It includes multiple fields and blocks that can be customized and configured.
      • All configuration options are available when defining a form of this type, such as Menu Position, Form Color, Visibility Preferences, Time Tracking, and Percent Completion.
      • Examples: A User Registration Form, Project Form, or Contact Form, where various fields like text boxes, drop-downs, checkboxes, etc., are used to gather user input.
        To learn more about configuring a Form type, click here.
    • List Type (List Form):
      • A List is a simplified and structured form type for handling specific data sets, where each entry (or row) represents a unique data item. It is often used for forms where the goal is to manage multiple items in a list format (e.g., items in inventory or tasks in a project).
      • Examples: A Task List, Priority List, or Inventory List, where each row represents an individual task, priority, or item with minimal data input.
        If you select List type, follow steps 4 to 8 below:
  4. Enter the details such as the Form name, its short abbreviation (used for the generation of ID), and a description of the form.
  5. Click the NEXT button.
  6. Select the template for the Form. For now, you can create a form from scratch.
    Custom Form Templates
  7. Select the required layout for the form. You can create a form from a blank template.
    From Layout
  8. Click the CONFIGURE button.
    After you click the CONFIGURE button, you can configure your form. By default, the Name and ID are the two fields included in every form. You can select some more predefined (common) fields such as Due Date, Description, Priority, etc.
    Common Fields
    To select the predefined fields, select the required fields and click the SAVE button. To avoid these fields, click the CANCEL button. The default form is displayed with the form name, Name, and ID fields. Now you can configure your form’s field segments, fields, tabs, subblocks, and buttons as per the requirements.

Please note that when a form is published with Type = List, it does not appear in the main workspace menu. Instead, its instances are managed through a menu: Lists 2.0.

Behavior Differences: Form vs. List

Feature Form Type: Form Form Type: List
Use Use “Form” when you want users to enter or view one record at a time—ideal for detailed data entry such as a Purchase Order, Leave Request, or Incident Report. Forms are best suited for work that needs to be tracked, managed, and executed as a task or part of a workflow. These records can later be visualized using tools like a Kanban board or timeline view, enabling better status tracking and team collaboration. Use “List” when you want to display multiple records in a table-like format—ideal for overviews like a List of Employees, Inventory Table, or Project Task Tracker. A List form is used when the data is primarily for viewing, referencing, or reporting, and there is no workflow or execution involved. Think of it as a digital spreadsheet where users can quickly browse, search, or filter through large sets of information.
Tabs All Tabs + Custom tabs supported Only Details, System Fields, Activity Logs
Blocks All block types Only Field Segment and Tags
Add Tab option Available Not available
Advanced Config (color, visibility, etc.) Supported Not available
Sub-blocks Supported Not supported
To-Do Tab Supported Not supported
Post-Publish Location Visible under the selected menu Appears as an instance in Lists 2.0

Additional Resources

Note: Features in the List type are limited compared to the Form type.

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