Complete guide to the Lists module in AUTOMY

Knowledge Center — Flow Builder

By Carlos J Quintero ·

Lists turns process or dynamic-entity data into configurable views for consultation, editing, and tracking. 🧭 Main screen The catalog includes reload, list/group/favorite counters, search, favorite carousel, groups, comfortable or compact density, and filters for all, favorites, type, public, inactive, and group.

Each card shows name, description, type, group, visibility, status, open, and administrative actions. âž• Create a list Field Purpose Name and description Identify the business purpose.

Type List, Gantt, calendar, task list, task board, card list, or map.

Logical operators Combine initial filters and permissions.

Public / enabled Control visibility and status.

After creation, configure columns, filters, sorting, permissions, and type-specific behavior. 🗂 List types Type When to use it Considerations List Tabular query and operation over requests or records.

Best for many columns, filters, search, sorting, and export.

Gantt Plan activities or projects on a timeline.

Requires start/end fields and a label; grouping may be used.

Calendar Events, deadlines, bookings, or date-based milestones.

Requires one or more date fields and a meaningful title.

Task List Track tasks with status, owner, and dates.