A tour of the list editor

Updated Markdown

A list editor screen has a header, a set of panels you open next to the grid, the grid itself, and a status bar at the bottom. This article is the map; see the linked topics for how each part actually works.

The header holds the list title, the Find & evaluate search field with a + Column button beside it (new column), a Reload button (only on lists imported from an online source), the save status with Undo and Redo (edits are saved automatically), the panel buttons, Export, Set up (the two sliders next to the list's name that open the list's setup page) and a ⋯ menu with more export options, Add Column and List Settings (the same setup page), plus Add Another List... and Find contacts.... On a phone the header has two rows. See navigation-and-glossary for the full walkthrough of the header and the difference between the ⋯ menu and the More panel picker.

The panels#

Ten panels are available from the panel picker in the header. Analyze, Record, Enrich and Triggers each have their own quick icon; the rest open through More, grouped as Essentials (Analyze, Record, Enrich, Triggers) and More tools (Sublists, Changes, Columns, Prompts, Automation, Dashboard). A short tour of the four quick icons and of More shows the first time you open one of your own lists; Tour: this list's tools at the foot of the More menu starts it again:

  • Analyze — runs data-quality checks and lets you select or filter rows from the results.
  • Record — the place to view, edit and enrich one row: "In the list" shows its fields with Edit (and "Fill missing fields"); "From sources" starts with Best values (one value per field from all sources, with its source icon), then one line per source — LinkedIn with Experience and Education inside — grouping values as "Different from the list", "Additional data" and "Matches the list row", with Take over, Show column and, in the "⋯" menu, Remove data (see "The Record panel: best values and sources"); Get more data starts lookups for this row. If the row was sent to a pipeline, an In pipelines section at the bottom shows its state there (see "Seeing which pipelines a record went through").
  • Enrich — starts lookups for missing data, for one row or the whole list.
  • Triggers — hands records on automatically when they meet a condition you set.
  • Sublists — lists your sublists (saved rules with a live count) and lets you filter by one.
  • Changes — on lists from a connected source, the open changes to write back to it (see "Keeping a connected list in sync"), plus the list's activity.
  • Columns — shows, hides and reorders columns; this is the grid's own column panel, not one of ListPlus's tool panels.
  • Prompts — runs AI instructions on your data.
  • Automation — the list's API connections for AI agents and scripts (set up by the workspace owner or an admin).
  • Dashboard — charts of your column values; click a chart to filter the grid.

Enrich, Triggers, Prompts and Automation are hidden on lists whose records you can't change: a list you can only view, a reference list that refreshes itself from its source, or a list in a workspace over its plan's record limit. On the sample list, Enrich and Triggers show a note that they work in your own list; Prompts and Automation are hidden there. Up to two panels can be open side by side (three on very wide windows); opening one more closes whichever was opened first. On a phone, a panel covers the whole list and has a List button to go back. Columns is the exception — it opens on its own and never counts toward that limit.

Selection bar and status bar#

Ticking row checkboxes opens a selection bar above the grid with actions for just those rows — see selecting-rows. The status bar along the bottom shows view chips, your tag chips, a New row button, credits spent on this list, and zoom — see search-filter-sort-replace for the view chips and saving-is-manual for the Suggestions chip.

Cell display#

Hover an empty cell in a column that supports enrichment (email, phone, company and similar) and a small sparkle icon appears on its left edge, labelled with what it will do — "Find Email," "Reveal Mobile" and so on. Clicking it looks up just that value for that one row. Filled cells and columns that aren't enrichable never show it — see which-enrich-button for every way to start an enrichment.

FAQ#

What panels does the list editor have?#

Ten panels are available from the panel picker (the More button) in the list header: Essentials holds Analyze, Record, Enrich and Triggers; More tools holds Sublists, Changes, Columns, Prompts, Automation and Dashboard. Each opens what its name suggests — Record shows, edits and enriches one row, Changes shows the open changes for a connected source and the list's activity, and Dashboard shows charts you can click to filter the grid.

How many panels can I have open at the same time?#

Up to two panels can be docked open side by side (three on very wide windows), and opening one more closes whichever was opened first. Columns is the exception — it's the grid's own column panel and opens on its own, so it never counts toward that limit.

What's the difference between the Analyze, Record, Enrich and Triggers icons and the More button?#

Analyze, Record, Enrich and Triggers have their own icon buttons in the header for one-click access, while every other panel only opens through the More button next to them. Clicking a panel from the More list adds it alongside whatever's already open; clicking one of the four quick icons instead shows only that panel, closing any others.

Why don't I see Enrich, Triggers, Prompts or Automation in my panel list?#

They are hidden on lists whose records you can't change: a list you can only view, a reference list that refreshes itself from its source, or a list in a workspace over its plan's record limit. On the sample list, Enrich and Triggers show a note instead and Prompts and Automation are hidden. Analyze, Record, Sublists, Changes, Columns and Dashboard stay available either way.

What's the difference between the Record and Enrich panels?#

Record shows everything ListPlus knows about the row you've clicked — its fields (editable with Edit) and each source's results and Best values, the one value ListPlus picks per field from all sources, including values not yet in a cell — and its Get more data button enriches that one row. The Enrich panel works on many rows or the whole list — see which-enrich-button for how to pick the right option.

What's the small icon that appears when I hover an empty cell?#

A small sparkle icon appears on the left edge of an empty cell whose column supports enrichment, such as email, phone or company, labelled with what it will do (for example "Find Email" or "Reveal Mobile"). Clicking it looks up just that value for that one row; filled cells and non-enrichable columns don't get it.

What are the Find & evaluate field and Reload button in the header for?#

Find & evaluate is the header's search-and-filter field — see search-filter-sort-replace for how it works — and the same spot lets you pick a campaign-ready evaluation such as Cold Email. Reload only appears on lists imported from an online source and pulls fresh data from that source into the list.