A list is a flexible, user-defined table. To manage all the lists in a given container, an administrator can select (Admin) > Manage Lists, or click Manage Lists in the Lists web part.

Manage Lists

An example list management page from an HIV study:

  • (Grid Views): Customize how this grid of lists is displayed and create custom grid views.
  • (Charts/Reports): Add a chart or report about the set of lists.
  • (Delete): Select one or more lists using the checkboxes to activate deletion. Both the data and the list design are removed permanently from your server.
  • (Export): Export to Excel, text, or script.
  • Create New List
  • Import List Archive
  • Export List Archive: Select one or more lists using the checkboxes and export as an archive.
  • (Print): Print the grid of lists.

Manage a Specific List

For each list shown in the Lists web part, you can:

  • Design: Click to view or edit the design, i.e. the set of fields and properties that define the list, including allowable actions and indexing. Learn more in this topic: Edit a List Design.
  • View History: See a record of all list events and design changes.
  • Click the Name of the list to see all contents of the list shown as a grid. Options offered for each list include:
    • (Grid Views): Create custom grid views of this list.
    • (Charts/Reports): Create charts or reports of the data in this list.
    • (Insert data): Single row or bulk insert into the list.
    • (Delete): Select one or more rows to delete.
    • (Export): Export the list to Excel, text, or script.
    • Click Design to see and edit the set of fields and properties that define the list.
    • Click Delete All Rows to empty the data from the list without actually deleting the list structure itself.
    • (Print): Print the list data.

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