Lists

Build engineering data tables — line lists, valve lists, mechanical equipment lists, spare parts and tie-in points — with inline editing, custom columns, CSV import and Excel/PDF export.

On this page
Overview Access & Permissions Getting Started Columns & Custom Fields CSV Import Exporting Revisions Troubleshooting FAQ

Last updated: August 2026

Lists overview

Overview

Lists provides a spreadsheet-like environment purpose-built for engineering data tables. Choose one of the five list types — Line List, Valve List, Mechanical Equipment List (MEL), Spare Parts (SP), Tie-In Points (TIP) — each with a pre-defined column set.

Type directly into cells, add custom columns, filter and sort instantly, import from CSV, and export to Excel or PDF. Every list is revision-controlled and stored securely in the cloud.

Access & Permissions

  • Lists belong to a project and follow the standard project access rules.
  • Files are locked while a review workflow is active.
  • Shared links (7-day expiry) open a read-only viewer that still supports filtering and sorting.

Getting Started

  1. Open your project and click Add List.
  2. Choose a list type: Line List, Valve List, MEL, SP Item, or TIP.
  3. Enter a name, file number, and description.
  4. The list opens with pre-defined columns for that type — start typing.

Create the list at project level first, then select the list type that matches the register you are maintaining. The initial columns are generated for that type.

Screenshot
Add List form and the newly created list with its default columns.

Inline Editing

  • Type directly into any cell — changes auto-save when you leave the field.
  • Auto-add row: typing in the trailing blank row promotes it to a data row once the key fields are filled.
  • Copy Row: click the copy icon to duplicate a row (checks for duplicate keys).
  • Delete Row: click the delete icon and confirm.

Because edits auto-save, you never lose work by moving to another cell or closing the page.

Screenshot
Inline cell editing, the trailing auto-add row and row actions.

Key Fields & Duplicate Detection

  • Each list type has an auto-computed key field (e.g. line_key, valve_key, equipment_key).
  • Keys are built from configurable source columns joined with a configurable separator.
  • Real-time duplicate detection: rows with duplicate keys get a red background.
  • Save-time validation: if duplicates exist, you're prompted to confirm or cancel.
  • Configure which columns form the key and the separator via the Manage Columns modal.

Column Management

Click the Manage Columns gear icon to:

  • Reorder columns — move left/right with the arrow buttons.
  • Toggle visibility — show/hide checkboxes, with an “Unhide All” link.
  • Add custom columns — user-defined columns of type text, number, select, or textarea.
  • Delete custom columns — remove user-defined columns.
  • Configure key columns — check which columns form the unique key.
  • Set the key separator — dash, underscore, space, or none.
Screenshot
Manage Columns modal showing ordering, visibility, keys and custom columns.

Filtering & Sorting

  • Sort: click any column header to cycle ascending → descending → original order.
  • Filter: type in the filter row below the headers (text inputs for text/number columns, dropdowns for select columns).
  • Sorting is numeric-aware (tries numeric comparison first, falls back to string).
  • Filtering is instant and client-side.

CSV Import

  1. Click Import CSV and upload your file.
  2. Column mapping: CSV headers auto-match to list columns by normalized name.
  3. Unmatched headers can be created as new user-defined columns.
  4. Choose Append (add to existing rows) or Replace (overwrite all).
  5. Duplicate-key warnings are shown before the import runs.
  6. Maximum 250 rows per import.

CSV Template: download a template with all editable column headers pre-filled.

Screenshot
CSV upload, column mapping and duplicate-warning steps.

Exporting

Excel (.xlsx)

  • Two-sheet workbook: a Cover Page (org logo, project info, revision history) and the List Data sheet (styled headers, alternating rows, auto-sized columns).
  • Respects hidden columns.
Screenshot
List export controls for Excel and PDF.

PDF

  • Cover page: A4 portrait with org logo, project info, and revision history.
  • Data pages: A3 landscape with dynamic font sizing (6.5pt for more than 20 columns).
  • Respects hidden columns and custom column ordering.

Revisions

  • Alpha mode (A, B, C…) with promotion to numeric (Rev 0, 1, 2…) — the same document-control pattern as the other document types.
  • Each revision is a complete file snapshot.
  • Viewing an archived revision shows a banner with a link back to the current one.
Screenshot
List revision history and the read-only archived revision view.

Sharing

  • Click Share to generate a signed URL with a 7-day expiry.
  • The read-only viewer keeps filtering, sorting, and hidden-column visibility.
Screenshot
List Share action and the read-only shared viewer.

Troubleshooting

IssueWhat to do
Rows show a red backgroundThe key field is duplicated. Edit one of the rows or change the key columns in Manage Columns.
Import says “Duplicate key warnings”The CSV contains rows that collide with existing keys. Review the warnings before confirming the import.
My columns are out of orderUse Manage Columns to reorder; exports and shared views respect your custom ordering.
Import rejectedCheck the file has at most 250 rows and a header row that matches the list columns.

FAQ

Which list types are available?

Line List (30 columns), Valve List (13), Mechanical Equipment List (19), Spare Parts (14), and Tie-In Points (13).

Can I add my own columns?

Yes — user-defined columns of type text, number, select, or textarea, persisted to the file.

How do I stop duplicate rows?

Rows with duplicate keys are highlighted red in real time and validated again on save.

Can I import data from Excel?

Yes — save your sheet as CSV and use Import CSV, with automatic column mapping and append/replace modes.