Default Setup

The Default Setup panel allows you to configure the fundamental details for the list, such as its title, object, and description. It also lets you enable or disable features like exporting and importing records to and from Excel.


🔸 Overview of the Default Setup Panel

Default Setup in the side panel
No.
Name
Description
Required

1

Set the title for the List.

✔️

2

Object

Specify the standard or custom object that the List is based on.

✔️

3

Description

Provide a description for the List.

4

Configure legends for the data table using HTML formatting.

5

Enable or disable the ability to import record lists from Excel.

6

Enable or disable the ability to import record lists from Excel.

7

Toggle the display of an icon in front of the List title.

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