Lists

All Plans

Create custom lists for collecting tabular data from participants.

Available in

Resource	Starter	Professional	Business	Enterprise
List Templates	3	10	25	Unlimited

Lists allow participants to enter dynamic tabular data. Typical use cases are staff lists, product catalogs, appointment requests, or booth staffing schedules. Each list has defined columns and can contain validation rules.

Creating a List Template - Step by Step

How to create a new list type:

1. Navigation - Go to Settings → Lists → New List Template
2. Name - Label for the list (e.g., "Staff List for Badge Printing")
3. Description - Explanation for participants about what to enter
4. Define Columns - Which data is captured per entry
5. Set Validation - Required fields, formats, and value ranges
6. Set Limits - Min/max number of entries per participant
7. Assign to Event - Which events the list is available for
8. Activate - Enable list for participants

Column Types

These data types are available for list columns:

Text - Free text for names, labels, etc.
Email - Email address with validation
Phone - Phone number
Number - Numeric value (quantity, count)
Currency - Money amount with currency symbol
Date - Date entry
Time - Time entry
Select - Dropdown with predefined options
Checkbox - Yes/No selection
File - File upload per entry (e.g., photo)

Column Configuration

Settings for each column:

Column Name - Header of the column
Required - Must be filled in
Unique - Value cannot be duplicated (e.g., email)
Default Value - Pre-filled value for new entries
Help Text - Explanation for the participant
Validation Rule - Min/max values, regex pattern
Sort Order - Order of columns in the view
In Export - Whether the column appears in export

List Limits

Limits for list entries:

Minimum Entries - Minimum number that must be entered
Maximum Entries - Maximum allowed per participant
Total Limit - Maximum total across all participants (for limited resources)
Per Category - Different limits depending on participant category

Participant View

How participants see lists in the portal:

Add Entries - Button to add new entries
Edit Entries - Modify existing entries
Delete Entries - Remove individual entries
Sort - Drag and drop to sort entries
Remaining Limit - Display of how many entries are still possible
Deadline Notice - When the list can last be edited

Admin Management

Manage list data as administrator:

View All Entries - Overview of all list entries from all participants
Filter - Filter by participant, event, category
Edit Entries - Modify entries on behalf of participant
Import - Import list data from Excel/CSV
Export - Export all entries as Excel/CSV
Bulk Actions - Edit/delete multiple entries at once

Typical Use Cases

Common scenarios for lists:

Staff List - Name, email, position for badge printing. Columns: First Name, Last Name, Email, Role, Photo
Product Catalog - Products on display for event catalog. Columns: Product Name, Description, Category, Image
Appointment Requests - Preferred times for booth visits. Columns: Date, From, To, Topic
Additional Persons - Companions for gala dinner. Columns: Name, Dietary Requirements
Vehicle List - Vehicles for parking permits. Columns: License Plate, Vehicle Type, Driver
Power Consumers - Electrical devices at booth. Columns: Device, Power (kW), Quantity

Visual Field Builder

Configure columns and fields via drag and drop:

Field Editor - Visual builder for defining fields with drag and drop, real-time preview, and field validation
Field Types - Text, textarea, number, decimal, currency, percentage, select, radio, checkbox, date, and attendance grid
Field Options - Required, searchable, sortable, show in list, show in form configurable per field
Responsive Column Width - Set column widths separately for desktop and mobile (grid system)
Conditional Logic - Show/hide fields based on values of other fields
Preview - Preview form in desktop, tablet, and mobile view

Invoice Integration

List entries can generate invoice line items:

Price Per Entry - Each list entry can have a price (e.g., €50 per staff badge)
Formula Integration - Formulas can access list entries (e.g., sum of kW values)
Automatic Calculation - Number of entries × price = invoice line item
Tiered Pricing - Different prices based on quantity (first 5 free, additional €10 each)

Tips

Define clear column names that are unambiguously understandable
Set sensible limits to prevent abuse
Use required fields only where truly necessary
Offer predefined options for select columns for consistent data
Export list data regularly for backup and processing
Check imported data for completeness and correctness

Notes

Entries can still be edited by admin after the submission deadline
Deleted entries are not recoverable - export beforehand recommended
Import does not overwrite existing entries, but adds new ones
For total limits, first come first served applies
List entries are traceable in the activity log

Forms Booths