Lists

Overview

A List is a custom table with a user-defined schema. The List can be used to persist custom automation data. Our Buddies can retrieve, insert, update, and delete the data inside List.

You can create a list inside Control Room based on your custom needs. Control Room provides a UI approach to define the Schema for your List. Every other List could be uniquely identified using their names.

Enabling Lists Feature

The Lists feature will not be activated inside your Control Room by default. Administrators need to activate the Lists feature to view, create and manage your custom lists.

tip

The lists feature is already activated if you see the Lists item under Assets.

To enable the List, follow the steps provided below:

• Login to IntelliBuddies Control Room with Admin role
• Go to Administrator > Features
• Activate the Lists feature by clicking on the Activate button associated with the Lists entry

Managing your Lists

You can then manage Lists from the Lists page. You can reach this page by selecting Assets > Lists option from the side-panel.

Creating a List

You can create a new list inside Control Room from the Lists page by following the steps provided below:

• Click on Grid-Menu > button
• Type in a name for this list.
• Optionally, type in a description for this list for future reference
• Click on to add a column into this list
• Click on Create

note

It is mandatory to add at least one column to the List.

Column Schema

Column Schema	Description
Display Name	The display name of the column
Is Primary	Check this box if the column is a primary key
Is Null	Check this box if the column accepts a null value
Column Type	Select the column data type
Description	Describe this column

note

You cannot delete a primary key column once a list has been created.

Column Types

Currently, the following column types are supported by the Lists.

Column Type	Description
Sequence Number	Use this type to automatically generate unique integer values in a specific sequence
Integer	Stores numeric integer values
Boolean	Stores a Boolean, True or False, value
Date	Stores a Date value
DateTime	Stores a Date and Time value
Numeric	Stores a numeric decimal value
Text	Stores a text value of upto 256 characters
Text Area	Stores a text value of upto 65KB (PostgreSQL) to 2GB (SQL Server)
Url	Stores a web URL
Guid	Stores a value of type GUID (Global Unique IDentifier)
Percentage	Stores a numeric decimal value with two decimal points representing a percentage
Phone	Stores a phone number with max 12 digits
Email	Stores an email id

Sharing a List

The List owner can share a List inside Control Room with other users. Lists could be shared across users with the following permission types:

Permission Type	Description
Viewer	Users with this permission type can view the Schema and data of the list
Editor	Users with this permission type can view the Schema and edit the data inside this list
Owner	User with this permission type can view and edit both Schema and data of the List. The Owner can also share the List with other users. By default, the User who created the List inside Control Room would be the Owner of that list

You can share the List by performing the following steps:

• Login to Control Room
• Go to the Lists page
• Select the List to be shared
• Right-click and select Share option
• Select the User to whom you want to share this List
• Change the permission type based on your needs. By default, a user gets Viewer permission.
• Click on Share

Viewing a List Schema

You can view the Schema of an existing list by following the steps below:

• Login to Control Room
• Go to Assets > Lists
• Select the List
• Right-click and select View > Schema

Viewing a List Data

You can view the data stored inside an existing list by following the steps below:

• Login to Control Room
• Go to Assets > Lists
• Select the List
• Right-click and select View > Data

Editing a List Schema

You can edit the Schema of an existing list by following the steps below:

note

You need to have either Editor or Owner permissions to edit the Schema of an existing list.

• Login to Control Room
• Go to Assets > Lists
• Select the List
• Right-click and select Edit > Schema
• Modify the Schema either by changing the details of existing columns or by adding new columns
• Click on Save

Transferring Ownership of a List

You can transfer the ownership of a list from one User to another by following the steps below:

• Login to Control Room
• Go to the Lists page
• Select the List for which ownership needs to be transferred
• Right-click and select Share option
• Change the permission to Owner for the User to whom the ownership needs to be transferred
• Allot new permission to the User from the ownership was removed. Alternately, you can remove the User from the sharing list if not needed by clicking on the X button
• Click on Share

Deleting a List

You can delete a list from the Control Room by following the steps below:

note

Only the Owner of the List can delete a list.

• Login to Control Room
• Go to Assets > Lists
• Select the List
• Right-click and select Delete
• Confirm your operation by clicking on Delete