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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

UX List form

Learn about the fields of the UX List form. Use this form to create additional lists in the Lists menu of Portfolio Planning workspaces.

FieldDescription
TitleDisplay name of the category in the workspace.
ApplicationApplication scope. Ensure that this is set to Portfolio Planning.
OrderOrder in which this category is displayed in the workspace.
CategoryCategory that this list would be displayed under, in the workspace.
ActiveOption to enable the display of this category in the workspace.
TableSource table for the list.
Configuration

Configuration that the category is referencing.

By default, this field is set to APW List Menu Configuration.

ConditionsConditions to filter the records of the source table.
Fixed queryCurrent fixed query conditions applied to the list.
ColumnsColumns of the table that must be displayed in the list in the workspace.
Group by columnAttribute that would be used to group the list of records by.
ViewView to determine which columns are displayed in the list in the workspace. If you select a view, the Columns field is disabled.

Parent Topic:Form field information for Portfolio Planning

Related topics

Customize Lists in Portfolio Planning Workspace