A List View is a flexible and dynamic way to visualize data. It displays information from a Data source in a table-like format, resembling a grid report, and allows you to apply background colors to data columns for easier identification of patterns and trends. Additionally, it serves as an actionable report, enabling you to perform various tasks directly on individual records, such as printing, editing, or launching an app to advance a related workflow.
Use Case
Example 1: Sales Pipeline Management
Sales teams use List View to track and manage leads across different stages.
With List View, teams can:
- Filter leads by stage such as New, Contacted, or Customer
- Sort leads by revenue potential or source
- Highlight next actions using color rules
This helps teams focus on high-priority opportunities and move leads through the pipeline efficiently.
Example 2: Employee Onboarding Process
HR teams use List View to track onboarding tasks and employee readiness.
With List View, teams can track:
- Employee details such as name, department, and role
- Training status and task completion
- Equipment allocation and document submission
This ensures new employees complete all requirements on time.
We will use the Sales Pipeline Management use case to explain how to configure List View.