Skip Ahead to:<\/strong><\/p>\n Introduction<\/a><\/p>\n Configuring a List\u00a0<\/a><\/a><\/p>\n Behavior Differences: Form vs. List<\/a><\/p>\n <\/a>Additional Resources<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n A List<\/strong> 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.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n To configure a Form, navigate to the required project > Configure <\/b>><\/strong> Forms 2.0<\/b>. Once you open the Forms 2.0 screen, perform the following steps to create a Form:<\/p>\n Please note that when a form is published with Type = List<\/strong>, it does not appear in the main workspace menu. Instead, its instances are managed through a menu: Lists 2.0<\/strong>.<\/p>\nIntroduction<\/h2>\n
<\/a>Configuring a List<\/h2>\n
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\nTo learn more about configuring a Form type, click here<\/a>.<\/em><\/li>\n<\/ul>\n<\/li>\n\n
\nIf you select List type, follow steps 4 to 8 below:<\/em><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n
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\nAfter you click the\u00a0CONFIGURE<\/b> 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.
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\nTo select the predefined fields, select the required fields and click the SAVE<\/b>\u00a0button. To avoid these fields, click the\u00a0CANCEL<\/b>\u00a0button. The default form is displayed with the form name, Name, and ID fields. Now you can configure your form\u2019s field segments, fields, tabs, subblocks, and buttons as per the requirements.<\/li>\n<\/ol>\n<\/a>Behavior Differences: Form vs. List<\/h3>\n