🧭 What is the List Items Module?
The List Items module is your content hub for managing reusable resources like documents, links, and reference materials. These items are used throughout your workflows to ensure consistency, clarity, and efficiency across your processes.
Think of list items as small packages of information—each with a name, an optional file, and a link. These are grouped into lists, which help you stay organized and make it easier to reuse content where it’s needed.
🧱 Understanding the Two Key Areas
1. The List View (Table Screen)
This is where you see all existing list items.
Key columns:
Name – Unique name for each item.
Resource – A downloadable file attached to the item.
Link – An internal or external URL.
List – The parent list the item belongs to.
Actions – Icons for editing, downloading, or deleting the item.
📍 You access this view by going to Modeling > Workflows > List Items.
2. The Lists Themselves
A list is a category or group of related list items. For example:
"Production Training"
"Safety Docs"
"Quality Control References"
Each list can contain multiple items, and you can reuse entire lists inside your workflows.
➕ Creating and Managing Lists
🔹 Add a New List
In the List Items screen, click “List Management” in the top-right corner.
On the “Lists” screen, click the red plus (+) button.
Give the list a name.
Click Save.
✏️ Edit an Existing List
Click the pencil icon next to the list name to open the edit screen.
Update the name or description and click Save.
🧩 Creating and Managing List Items
🔹 Add a New Item
From the List Items screen, click the red plus (+) button.
In the new item window:
Enter a unique name
Upload a resource file (optional)
Add a URL link (optional)
Select the list this item belongs to
Click Save
✅ You can add items to an existing list or after creating a new one.
🛠 Modify or Delete List Items
From the Actions column:
🖉 Edit – Update the item name, link, file, or list.
🗑 Delete – Permanently remove the item from the system.
📥 Download – Get the attached resource instantly.
🧠 Best Practices for Using List Items
What | Why it helps |
Use clear, descriptive names | So users immediately know what the item is |
Upload both links & files if needed | Combine internal docs and external resources in one item |
Organize by topic or department | Makes it easier to assign whole packages to workflows |
Maintain and update regularly | Keep info fresh and accurate across the system |