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How do I create a List?

  • Click on the Lists tab at the top of the screen.
  • Click on the Create New List button at the left hand of the screen.
  • Enter the name of your new List and click Add.
  • You’ll be taken to your new List page.
  • Scroll down to the Associated Objects box to add objects.
  • Use the Filter, Sort and Search fields to locate the Objects you’d like to include in this List. Once you’ve found them, click the checkbox to the right of its object info.
  • Once you’ve finalized your selections, click Save.
  • Add a Description if you’d like.
  • Once you’re ready to Publish your List to the app, click on the grey star icon on the left hand column. This will Publish the List, turning the grey Unpublished star icon into the blue Published star icon.
  • To add the list to your app home screen, go to App Settings on the top right of your screen, and drag and drop your list onto the prototype iPad. You can drag your lists around into any custom order you desire.
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