Tip: You can use filters for better results
How to configure lists
The lists menu inside the Admin Panel gives you the possibility to add lists, so you can reuse them for different purposes.
Lists can be useful for entering a bigger bulk of data into the system that you want to reuse or use for smart automation in various system parts.
For example, you could use the list menu to create site lists, device lists, address lists, etc.
You could also utilize lists for triggering workflow events, for enhancing system connections, and for almost any other automation that you want to achieve.
You can even version your lists, to keep maintaining all your lists convenient and straight forward.
Inside the Admin panel go to Process -> Lists
Expand the menu by clicking the expand arrow in the Navigation 
OR click directly on the Process symbol to reveal all options of process configuration.
You can add and edit lists in this menu.
How to add a new list
- Click on the plus button to open the list creation form.
- Select the Create new list button.
- Enter a name for your list item in the list name field.
Please note that the name cannot contain spaces or special characters. - Click on Add Column to be able to enter the first column of your new list.
- Enter a unique column name for the first column of your new list.
Please note that the name cannot contain spaces or special characters.
Please note that the first column always will be a mandatory and unique field.
This limitation ensures that the list can later be utilized by the system. - (Optional) – Add further columns.
Please note that you cannot delete columns, only rows.
If you enter a column incorrectly, you may need to redo your list. - (Optional) – Add rows with data. You can inline-edit data anytime by clicking directly inside a data field.
- (Optional) – After or while you are adding your list items, you can sort the data ascending or descending by clicking on the arrow inside a column.
- (Optional) – After or while you are adding your list items, you can decide if your column should be unique or mandatory by clicking on the three-dots menu.
Please note that unique fields are always also mandatory. - Click Save to save your new list.
How to create a new list via Excel Upload
- Click on the plus button to open the Excel upload form.
- Select the Create via excel upload button.
- Enter a name for your list item in the list name field.
Please note that the name cannot contain spaces or special characters. - Enter a unique column name in for the first column of your new list.
Please note that the name cannot contain spaces or special characters.
Please note that the first column always will be a mandatory and unique field.
This limitation ensures that the list can later be utilized by the system. - Click on the Choose File button and select the Excel File from your Explorer.
Alternatively, you can drag & drop a .xls file directly from your desktop. - Click on the Save button.
- Your new Excel List should now be visible as a new list inside the List overview.
Please note that the Upload process may take a while to finish!
It may help to use the Refresh button on the right side to make your new list item visible.
How to edit lists
- Select a list from the list menu for which you want to edit data.
- Click on the list.
- Inline-edit fields that you want to change.
Please note that the created by, created at, last modified by, and last modified at are auto-created when you create lists, and cannot be edited. - Click on Save to save your list changes.
How to version lists
Versioning a list is as easy as just uploading an updated Excel file version of your list that you want to update.
The updated list will be displayed at the top, while the older list will be displayed further down.
-
Click on the context menu of the list item for which you want to update the version.
-
Click on the Upload new version button. Proceed as explained in the How to create a new list via Excel Upload section.
How to activate a certain list version
If you have multiple list versions uploaded you can decide which one to set active. Only one list can be active at a time if you have multiple list versions uploaded.
-
Click on the context menu of the version that you would like to activate.
-
Click on the Activate button. The selected version will be your new active list.
How to delete lists
You can easily delete whole list items or versions of your list items by utilizing the correct context menu.
-
This is the context menu of the whole list item which allows you to delete all versions of a list at once.
-
This is the context menu of a particular version of your list, which allows you to delete particularly that version.
-
Click on the context menu of the list item or version that you would like to delete.
-
Click on the Delete list button. The list will be deleted and cannot be restored anymore. Therefore please make sure to backup first.