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Version: Current

Lists

Overview​

The Lists tab allows administrators to create and manage custom data tables within the AI Command Center.

A List is a user-defined table with a configurable schema used to persist structured automation data. Processes and Buddies can retrieve, insert, update, and delete records stored in Lists.

Lists are commonly used to:

  • Store automation-specific business data
  • Maintain transaction or workflow records
  • Persist configuration values
  • Enable structured data reuse across processes

Each List is uniquely identified by its name.

The Lists tab is available to users with the appropriate list management permissions.

How to Access​

From the AI Command Center, navigate to: Assets → Lists

Enabling the Lists Feature​

The Lists feature must be enabled before you can create or manage Lists.

If the Lists menu is not visible under Assets, enable it from the Features page.

See: Enabling Features

Lists View​

The Lists tab displays all configured Lists in a structured table layout.

ColumnDescription
List NameUnique name of the List.
OwnerUser who owns the List.
Created AtDate and time the List was created.
Modified AtDate and time of last modification.
ActionsAvailable operations such as Schema, Data, Share, or Delete (based on permissions).

Creating a List​

To create a new List:

  1. Open the Lists tab.
  2. Click New List.
  3. Enter:
    • Name
    • (Optional) Description
  4. Configure the schema. By default, the List will have five columns
  5. Click Add Column to define additional fields using the required column types.
  6. Click Create.

Default Columns​

Each List automatically includes the following internal columns:

Column NameDescription
Item IDUnique identifier for each row.
Created AtRecord creation timestamp.
Created ByUser who created the record.
Modified AtLast modification timestamp.
Modified ByUser who modified the record.
info

These fields are created with Internal = true and cannot be deleted.

At least one non-internal (custom) column must be added.

Column Schema​

When defining columns, configure the following properties:

PropertyDescription
Display NameColumn name displayed in UI.
Is PrimaryMarks column as primary key.
Is NullAllows null values.
Column TypeData type of the column.
InternalIndicates system-generated column.
DescriptionOptional column description.
note

Primary key and internal columns cannot be deleted.

Supported Column Types​

Column TypeDescription
Sequence NumberAuto-generated sequential integer.
IntegerWhole number.
BooleanTrue/False value.
DateDate value.
DateTimeDate and time value.
NumericDecimal number.
TextText up to 256 characters.
Text AreaLarge text field.
UrlWeb URL.
GuidGlobally unique identifier.
PercentageDecimal percentage (two decimals).
PhonePhone number (up to 12 digits).
EmailEmail address.
note

For MSSQL deployments, only one Sequence Number column is allowed (Item ID is the default identity column).
PostgreSQL allows multiple Sequence Number columns.

Managing your Lists​

Viewing Data​

  • Select a List.
  • Choose Data.

Adding a Data Row​

Users with Editor or Owner permissions can add rows.

  1. Open Data.
  2. Click New Row (Grid mode)
    OR
    Select Form view.
  3. Enter values.
  4. Click Save.

Editing a Data Row​

  • Open Data.
  • Edit inline using the edit icon
    OR
  • Right-click → Edit in Form.
  • Click Save.

Deleting a Data Row​

  • Open Data.
  • Select a row.
  • Choose Delete.
  • Confirm.

Column Chooser​

The data grid hides internal columns by default.

  • Use the Column Chooser to show/hide columns.
  • Click Save Page Settings to persist column visibility preferences.

note

Internal columns are read-only and cannot be edited.

Sharing a List​

Lists support user-based permission sharing.

PermissionDescription
ViewerCan view schema and data.
EditorCan edit data.
OwnerCan edit schema, data, and manage sharing.

To share a List:

  1. Select the List.
  2. Choose Share.
  3. Select user.
  4. Assign permission level.
  5. Click Share.

Editing List Schema​

Only Owners can modify schema.

  1. Select the List.
  2. Choose Schema.
  3. Add or modify columns.
  4. Click Save.

Transferring Ownership​

To transfer ownership:

  1. Open Share.
  2. Assign another user as Owner.
  3. Adjust permissions for previous owner.
  4. Click Share.

Deleting a List​

Only the Owner can delete a List.

  1. Select the List.
  2. Choose Delete.
  3. Confirm.

Exporting List Data​

You can export list data in:

  • XLSX (default)
  • CSV
  • PDF
note

Only visible columns are exported.

To export:

  1. Open Data.
  2. Click Export from grid menu
    OR
  3. Choose export format from dropdown.