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Updated: Jan 30

A list allows you to store information, like a database, up to 100,000 items.


To create a list, go to the Parameters menu, then Lists and then + New:

First, you must enter the Name of the list & click Add:

The list has just been created, however it does not contain any data.


The part on the left of the web page lists the elements and the part on the right allows you to modify these elements.

  • Add an element: Creation of a list level in the selected element.

  • Save: Saving the entered data.

  • Delete: Deleting the data from the list.

  • Cancel: Cancel the last modification of the data.

It is possible to drag items in the list to change their position or level.

Import via CSV file

To import several list values efficiently, it is recommended to use a CSV file in UTF-8 format. The file must be correctly formatted to avoid any syntax errors when used in files.

Example of a simple list containing status:

Example of a list with tree structure:

In the following case all my child values Bolt will only be available via the parent Small tools.The use of ## corresponds to external id, this value can only be used via direct mail.As a reminder, an external id must not contain a special character in its value (example: the underscore "_").

Download CSV • 377B

  • Value: Enter the label

  • External identifier: Allows you to assign a hidden value, recoverable only via mail merge, export and formulas.

  • Functional status color: Allows you to assign a color to your list value.

  • URL: Allows you to enter a web address in the form of a hyperlink.

  • Image: Includes an image with 25x25 pixel format. Accepted extensions are .jpeg and .png

Access authorization

In certain cases it is interesting to be able to apply fine-grained rights management regarding list elements. Here is the following case, we would like to be able to make specific accesses from a single list according to a defined sector and then assign it to the group in charge of the zone. Consider the following example:

  1. Name of the access authorization: Naming of an authorization.

  2. List items: Selection of list items that will be accessible.

  3. Users: Assigning access authorization only to a user.

  4. User Groups: Assignment of access authorization to a user group.

In the example below, Technical Team access only authorize the 5 list elements contained in Small Tools which are linked to a group 'users who is Technical Access.

Special cases
  • When a list item is checked to become accessible to a set of users, they will also have access to all of the parents and children of that item.

  • Since a list has access permissions, if a user is not listed in any access permissions (either explicitly or by their groups), then they will not have access to any item in the list.

  • If a user appears in several access authorizations, their rights will be cumulative.

  • If a user can see a file whose list is populated with an option that does not fall within their access authorizations:

    • If the access option to all elements option is active:

      • He will be able to see the element.

      • He can modify the value of this list to one of the values for which he has access authorization.

      • If he does not have any access authorization, he can nevertheless remove the selected option.

  • If the access option to all elements option is inactive:

    • The choice in the list will be hidden

    • He can modify the value of this list to one of the values for which he has access authorization.

    • If he does not have any access authorization, he can however remove the selected option.

Access option to all elements option is set in the list of access permissions in the "Options" menu.


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