A List interface gives your team a visual, card-based way to browse, manage, and act on records from a dataset. Use it when your team needs to scan records at a glance, seeing key details like names, statuses, dates, and amounts laid out as cards rather than rows. It's ideal for appointment books, supplier directories, contact lists, or any dataset where a visual overview matters more than dense column-by-column comparison.
Create a List interface
Click the + Add New button in the sidebar, then select List from the "Create a New" panel.
This opens the New Interface dialog, which walks you through three steps: Essentials, Additional, and Permissions.
Step 1 — Essentials
Enter Interface name — give your list a name so your team knows what it's for.
Choose Dataset — select the data source your list will display and manage.
Choose Mini Card Design Template — select a compact card layout that controls what fields appear on each card in the list view. This is what users see when browsing records.
Choose Card Design Template — select a full card layout that controls what fields are shown when a user opens a record to view or edit it in detail.
Items Per Row — set how many cards appear side by side. Adjust this to match your screen size and how much detail each card shows.
Click Next to continue.
Step 2 — Additional
Data Settings
Max Rows — sets how many records the list loads at once.
Sort By — choose which field the list is ordered by when it first loads.
Sort Order — set whether records appear in ascending or descending order.
Display Settings
Column filter — choose which fields are visible in this interface. Not every field needs to be shown, so focus on what's relevant for this list's purpose.
Row filter — set conditions that automatically limit which records appear, using the visual logic builder. For example, "Assigned To equals Logged in User" shows each person only their own records. Learn more in the Logic Composer guide.
Enable Interface Widget — attach another interface as an embedded widget for quick access from within this list.
Click Next to continue.
Step 3 — Permissions
Read Access — assign which roles can view this interface. If no roles are assigned, everyone in the workspace can see it; once a role is added, only that role has access.
Write Access — assign which roles can add, edit, or delete records in this interface.
Click Add View to save your interface.
Note: These settings are configured by admins and cannot be accessed by any other roles.
Working with your list
1. Slice your data
The filter panel lets you narrow down records by field values like Status, Doctor, or Category. Select one or more values to focus your view, and combine filters across fields for a more precise result. Click + Add Slice to build a custom filter using the Logic Builder and save it as a reusable slice.
2. Quick filters
Quick filters appear above the list as tabs, giving you one-click access to common views without opening the filter panel.
Show All — removes all active filters and shows every record in the list.
New — shows records created within the last N days; you set the day range in Manage Quick Filters.
Active — shows records modified within the last N days; you set the day range in Manage Quick Filters.
Mine — shows only records where you are included as a team member.
To toggle which quick filters are visible or adjust their day ranges, click the filter icon next to the tabs to open Manage Quick Filters.
Click + next to the tabs to create a custom filter using the Logic Builder. Combine multiple conditions with AND/OR logic and save them as a named tab for repeated use.
3. Search
Use the search bar in the top right to find records instantly by keyword across your list.
4. Open a record (Card View)
Click on any mini card to open the full Card View for that record. The card view displays all the fields defined in your Card Design Template.
From the card view you can:
View full details — see all fields for that record in a clean, readable layout.
Edit the record — update field values directly if you have Write Access.
Download — export the record details using the download icon in the top right of the card view.
Print — send the record to your printer using the print icon in the top right of the card view.