A new list starts with a name and its columns. Once it exists, you can add rows by hand, import a CSV, or let a workflow write them. Create one when a workflow needs to remember something between runs, look something up, or collect results.
Who can do this
Workspace Admins. Editors and Viewers do not see + New list; the Lists page tells them Only admins add, rename and delete lists.
Steps
Select Lists in the bar at the top of the page.
Select + New list at the top right. A panel opens on the right, headed New list: It starts empty. Add rows by hand, import a CSV, or let a workflow write them.
In Name, type the list's name, such as Processed invoices.
Under Columns · 1, type the first column's name in the box that says column_name — for example invoice_no.
- Column names are lower_snake_case: small letters, numbers and _, starting with a letter.
Choose the column's type in the menu beside it: Text, Number, True/false, or Date and time.
Tick or untick Required. A Required column must have a value in every row. The first column starts ticked.
To add another column, select + Add column and choose its type from the menu:
- Text — anything
- Number — 18, 5000.50
- True/false — yes or no
- Date and time — with a time zone
Then name it, and set Required.
To change the order of the columns, drag a column by its ⋮⋮ handle.
To take a column out before you save, select the bin beside it.
Optional: under Unique column, choose the column whose value must be different on every row — an invoice number, an email address. Leave it on None if rows may repeat.
Select Create list. The button reads Creating while it saves.
A toast says Processed invoices created — Add rows by hand, import a CSV, or let a workflow write them., and the new list opens, with No rows yet.
What happens next
- The list is in this workspace, and everyone in the workspace can open it.
- Its row count is 0 rows. It counts as one list towards the company's plan from now.
- Workflows in this workspace can choose it in any list step straight away. See Read a list in a workflow and Write to a list from a workflow.
Good to know
- A step reads a column by its name:
{{ steps.find_customer.email }}is the email column of the row the Find customer step found. - The unique column is always Required. Its Required box is ticked and cannot be unticked.
- Without a unique column, Add or update a row is not available — two runs at the same moment could both add the same row and neither would know.
- Limits: a name of up to 100 characters; up to 50 columns; a column name of up to 64 characters. Two lists in one workspace cannot share a name, whatever the capitals.
- How many lists you can have: 2 on Free, 10 on Starter, no limit on Pro and Enterprise, counted across every workspace in the company.
- You can change everything later — the name, the columns, their types and the unique column. See Change a list's columns.
If something goes wrong
| What you see | Why | What to do |
|---|---|---|
| Give the list a name. | Name is empty. | Type a name. |
| A list's name is at most 100 characters. | The name is too long. | Shorten it. |
| There is already a list called Processed invoices here. Pick another name. | Another list in this workspace has that name. | Choose a different name. |
| Give the column a name. | A column has no name. | Name it, or remove it with the bin. |
| Column names are lower_snake_case — letters, numbers and _, starting with a letter. | The column name has capitals, spaces or other characters. | Write it like invoice_no. |
| A column's name is at most 64 characters. | The column name is too long. | Shorten it. |
| There are two columns called invoice_no. | Two columns have the same name. | Rename one. |
| A list needs at least one column. | Every column was removed. | Select + Add column. |
| + Add column is greyed out | The list has 50 columns, the most it can have. | Remove a column you do not need. |
| + New list is greyed out, with Your plan allows 2 lists across the company | The company has as many lists as its plan allows. | Delete a list you no longer need, or ask the company's Owner to move to a bigger plan. |
| Your plan allows 2 lists across the company, and they are all in use. Delete one you no longer need, or move to a bigger plan. | Someone else created a list while the panel was open, using up the plan. | As above. |