Lists

Lists organize similar data into structured groups. This guide explains how to create, list, edit, delete, and view lists, as well as how to handle their different types.

Creating a List

Users can create a list from an entity or other types such as text values, numbers, dates, times, or datetime values.

Creating a List from an Entity

Users can create a new list of type entity in two ways:

Method 1:

1. Go to the sidebar in the application.
2. Click on the "List" option.
3. Click on the "Create List" button.
4. A dialog box will appear, asking for the following information:
   • List Icon: Choose an icon from the available list to represent the list.
   • List Description: Write a description that explains this list.
   • Data Type: Select the list type (Entity-based list) from the dropdown menu.
   • Entity: Choose the entity from a dropdown menu containing all the system's entities.
5. After entering the information, click the "Create" button to create the new list.

Method 2:

1. Go to the sidebar in the application.
2. Click on the "Entity" option.
3. Click on the "List" tab within the entity.
4. Click on the "Create List" button.
5. Enter the required information as in Method 1.
6. After entering the information, click the "Create" button to create the new list.

Listing Lists

A list is a data structure that groups a set of items with similar characteristics in an organized way, making them easily accessible and usable by other system features. Creating lists is essential for organizing and storing data and separating similar items into logical groups.

Types of Lists:

1. Entity-based List: The records in this list are entries within the entity.
2. Text Values List: The records are text values and can be hierarchical.
3. Numbers List: The records are numbers and can be hierarchical.
4. Date List: The records are dates selected from the calendar and can be hierarchical.
5. Time List: The records are times that can be adjusted based on the time zone and can be hierarchical.
6. Datetime Values List: The records are datetime values and can be hierarchical.

Viewing a List

After creating the list, it can be accessed via the search button on the Lists page. The created lists will appear as clear and organized cards.

Each card includes:

1. The list name.
2. The icon.
3. The number of entries.
4. The selected data type.
5. The list management button for data actions.

If the entries within the list are viewed, they are displayed as records. If the list is hierarchical, each branch is counted within the records.

Editing a List

Adding/Removing Records from an Entity-based List:

1. Go to the sidebar in the application.
2. Click on the "List" option.
3. Click on the "Data Management Actions" button.
4. Select "Edit Entries".
5. Add the desired record from the specified entity and save the records for reuse with other entities.
6. Or remove the undesired record.

Adding/Removing Records from Lists of Other Types:

1. Go to the sidebar in the application.
2. Click on the "List" option.
3. Click on the "Data Management Actions" button.
4. Select "Edit Entries".
5. Add the desired value by clicking the "Add" button, entering the value based on the list type, and saving the records for reuse with other entities.
6. Or remove the undesired record.

Deleting a List

1. Go to the sidebar in the application.
2. Click on the "List" option.
3. Click on the "Data Management Actions" button.
4. Select "Delete" from the available actions.
5. If the list is linked to data entities, a message will appear: "Sorry, you cannot delete this list because it is linked to data entities".
6. If the list is not in use, a confirmation message will appear for the deletion process.
7. Upon confirming the deletion, the list will be successfully deleted.