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📋 Working with List Entries

This article explains how you, as a user, can work with existing lists in ValueStreamer. You can add entries, edit them, and retrieve information. The lists are created by the system administrator and made available to your team by a team administrator.

🔍 Content
  • Requirements
  • Viewing list entries and accessing details
  • Adding new list entries
  • Editing list entries
  • Tips & Best Practices
  • FAQ

✅ Requirements

  • 🔐 Permissions: As a team member, you automatically have read and write permissions in the team boards.

  • 📖 Note: You are working with existing lists. Creating lists is reserved for system administrators.

📖 Viewing list entries and accessing details

  • Open the desired list in the team board.

  • Click an existing entry to view its details.

➕ Adding new list entries

  • In the top right, click the “+” icon to create a new entry.

  • Fill in the fields according to the columns defined by the administrators.

  • Required fields are marked with red field labels.
    📸 Screenshot: Example of required fields

  • Save the entry.

ℹ️ Info:

  • The available fields and their types (e.g., free text, dropdown, checkbox) are defined by the system administrator via the list template.

✏️ Editing list entries

  • Open the desired list.

  • Select the entry you want to edit.
    📸 Screenshot: Editing an entry

  • Make the necessary changes and save the entry.

✨ Tips & Best Practices

  • ✅ Ensure data quality: Keep entries complete and accurate.

  • ✅ Use consistent terms: This makes searching and filtering easier.

  • ✅ Maintain lists regularly: Keep your data up to date and relevant.

❓ FAQ

How do I know if a field is required?
→ Required fields are marked with red labels. The entry cannot be saved without filling them in.

Can I delete existing entries?
→ Deleting entries is only possible if you have write permissions in the team board.

What is the difference between tenant-specific lists and core lists?
→ Tenant-specific lists are created and customized individually by the system administrator.
→ Core lists (e.g., Feedback, Go & See, ReKo Attendance, Top Topics, Weekly Topics) are predefined by the system and cannot be changed.