UX List form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Learn about the fields of the UX List form. Use this form to create additional lists in the Lists menu of Portfolio Planning workspaces.

    Field Description
    Title Display name of the category in the workspace.
    Application Application scope. Ensure that this is set to Portfolio Planning.
    Order Order in which this category is displayed in the workspace.
    Category Category that this list would be displayed under, in the workspace.
    Active Option to enable the display of this category in the workspace.
    Table Source table for the list.
    Configuration

    Configuration that the category is referencing.

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

    Conditions Conditions to filter the records of the source table.
    Fixed query Current fixed query conditions applied to the list.
    Columns Columns of the table that must be displayed in the list in the workspace.
    Group by column Attribute that would be used to group the list of records by.
    View View to determine which columns are displayed in the list in the workspace. If you select a view, the Columns field is disabled.