Lists

This section of the documentation contains links to external sites. Please be advised that these sites are not maintained by the FOLIO Documentation Group and may not be aligned with the current release of FOLIO.

The Lists app provides actionable lists in FOLIO at the point of need. Some use cases include:

  • Create a custom list when a report isn’t available in FOLIO;
  • Create lists of records across apps and record types;
  • Enable actions and workflows on a list of records;
  • Access a set of pre-generated (canned) lists.
  • Perform a cross-tenant query in ECS-enabled tenants. See Cross-tenant queries: Definitions, Functionality, Limitations for more information about Cross-tenant queries.

Functionality of the Lists app includes:

  • Lists persist, can be refreshed and edited;
  • List data updated in near real-time;
  • User-friendly process for building a query to create a list;
  • Duplication of lists;
  • Export records from a list as a .csv file;
  • Each list can include up to 1.25 million records.

Definition of terms related to the Lists app:

  • Field: The identifier used to query records.
  • FQM: FOLIO Query Machine. The query functionality in FOLIO.
  • Operator: The function applied in a query to match records by selected field and inputted value.
  • Query: The search string used to generate a list that includes a field, operator, and value.
  • Record set: The set (or list) of records retrieved through a query.
  • Resource (EUREKA). An operation that can be performed in a FOLIO application.
  • Source: The FOLIO account used to create and save a list.
  • Type (Settings). Capabilities that allow the user to manage FOLIO configurations administratively. For all Lists capabilities and capability sets, the Type is settings.
  • Value: The text and/or number(s) input to query records with a selected field and selected operator.

Capabilities and Capability Sets

The Eureka platform, adopted in the Sunflower release, replaces permission sets with Capabilities and Capability sets for role-based management of user accounts. For more information about Capabilities and Capability sets, see Roles Management with Eureka.

The following Capabilities allow interaction with the Lists app.

For all Lists capabilities:

  • Application is app-fqm.
  • Type is settings.
permissionDisplayName (OKAPI) Resource (EUREKA) Action
Lists (Enable): Can view lists Module Lists Enabled view
Lists (Edit): Can create, edit and refresh lists Module Lists Refresh view
Lists (Delete): Can create, edit, refresh, and delete lists Module Lists delete
Lists (Export): Can create, edit, refresh, and export lists Module Lists Export view
Lists (Admin): All permissions Module Lists manage

Supported fields by record type

In the Lists app, the Fields available for building a query and displaying as column headings depend on the selected Record type of the list. For more information about supported fields by record type in the Lists app, see Supported fields by List record type.

Record types supported in the Lists app include:

Authority

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Authority - Created date YES YES
Authority - Heading YES YES
Authority - Heading type YES YES
Authority - Identifiers NO YES
Authority - Identifier value YES YES
Authority - Identifier type YES YES
Authority - Natural ID YES YES
Authority - Notes NO YES
Authority - Notes — Note type YES YES
Authority - Notes — Note YES YES
Authority - See also from references YES YES
Authority - See also from reference — Tracing YES YES
Authority - See also from reference — Tracing type YES YES
Authority - See also from reference — Relationship type YES YES
Authority - Authority — See from references NO YES
Authority - See from reference — Tracing YES YES
Authority - See from reference — Tracing type YES YES
Authority - Source YES YES
Authority - Subject heading code YES YES
Authority - Updated date YES YES
Authority - UUID YES YES
Source file - Name YES YES
Created by user - Email YES YES
Created by user - Last name, first name YES YES
Created by user - Username YES YES
Updated by user - Email YES YES
Updated by user - Last name, first name YES YES
Updated by user - Username YES YES
MARC Authority - Created date YES YES
MARC Authority - External HRID YES YES
MARC Authority - Generation YES YES
MARC Authority - Leader record status YES YES
MARC Authority - MARC jsonb NO YES
MARC Authority - Matched UUID YES YES
MARC Authority - Order YES YES
MARC Authority - State YES YES
MARC Authority - Updated date YES YES

Budgets

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Budget - Allocated YES YES
Budget - Allocation from YES YES
Budget - Allocation to YES YES
Budget - Allowable encumbrance YES YES
Budget - Allowable expenditure YES YES
Budget - Available YES YES
Budget - Awaiting payment YES YES
Budget - Budget UUID YES YES
Budget - Cash balance YES YES
Budget - Created date YES YES
Budget - Credits YES YES
Budget - Encumbered YES YES
Budget - Expended YES YES
Budget - Initial allocation YES YES
Budget - Name YES YES
Budget - Net transfers YES YES
Budget - Over encumbrance YES YES
Budget - Over expended YES YES
Budget - Status YES YES
Budget - Tags YES YES
Budget - Total funding YES YES
Budget - Unavailable YES YES
Budget - Updated date YES YES
Budget - Version YES YES
Fiscal year - Acquisition unit names YES YES
Fiscal year - Code YES YES
Fiscal year - Created date YES YES
Fiscal year - Currency YES YES
Fiscal year - Description YES YES
Fiscal year - Name YES YES
Fiscal year - Period begin date YES YES
Fiscal year - Period end date YES YES
Fiscal year - Series YES YES
Fiscal year - Updated date YES YES
Fiscal year - UUID NO YES
Fiscal year - Version YES YES
Fund - Fund - Acquisition unit names YES YES
Fund - Fund - Code YES YES
Fund - Fund - Created date YES YES
Fund - Fund - Description YES YES
Fund - Fund - Donor organizations YES YES
Fund - Fund - External account number YES YES
Fund - Fund - Locations NO YES
Fund - Fund - Name YES YES
Fund - Fund - Restrict by locations YES YES
Fund - Fund - Status YES YES
Fund - Fund - Tags NO YES
Fund - Fund - Transfer from YES YES
Fund - Fund - Transfer to YES YES
Fund - Fund - Updated date YES YES
Fund - Fund - UUID YES YES
Fund - Fund - Version YES YES
Fund - Fund type - Type YES YES
Fund - Ledger - Acquisition unit names YES YES
Fund - Ledger - Code YES YES
Fund - Ledger - Created date YES YES
Fund - Ledger - Currency YES YES
Fund - Ledger - Description YES YES
Fund - Ledger - Fiscal year one YES YES
Fund - Ledger - Name YES YES
Fund - Ledger - Restrict encumbrance YES YES
Fund - Ledger - Restrict expenditures YES YES
Fund - Ledger - Status YES YES
Fund - Ledger - Updated date YES YES
Fund - Ledger - UUID YES YES
Fund - Ledger - Version YES YES

Fee/Fine accounts with users

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Fee/Fine accounts - Amount YES YES
Fee/Fine accounts - Barcode YES YES
Fee/Fine accounts - Created at YES YES
Fee/Fine accounts - Due date YES YES
Fee/Fine accounts - Fee/fine owner YES YES
Fee/Fine accounts - Fee/fine type YES YES
Fee/Fine accounts - Location YES YES
Fee/Fine accounts - Material type YES YES
Fee/Fine accounts - Payment status name YES YES
Fee/Fine accounts - Remaining YES YES
Fee/Fine accounts - Returned date YES YES
Fee/Fine accounts - Status name YES YES
Fee/Fine accounts - Updated at YES YES
Fee/Fine accounts - User UUID YES YES
Fee/Fine accounts - UUID YES YES
User - Active YES YES
User - Address NO YES
User - Address — Primary address YES YES
User - Address — City YES YES
User - User — Address — Region YES YES
User - User — Address — Postal code YES YES
User - User — Address — Line 1 YES YES
User - User — Address — Line 2 YES YES
User - User — Address — Country YES YES
User - User — Address — Type YES YES
User - Barcode YES YES
User - Created by user UUID YES YES
User - Date of birth YES YES
User - Department names YES YES
User - Department UUIDs YES YES
User - Email YES YES
User - Enrollment date YES YES
User - Expiration date YES YES
User - External system ID YES YES
User - First name YES YES
User - Last name YES YES
User - Last name, first name YES YES
User - Middle name YES YES
User - Mobile phone YES YES
User - originalTenantId YES YES
User - Phone YES YES
User - Preferred contact type YES YES
User - Preferred first name YES YES
User - Pronouns YES YES
User - Tags YES YES
User - Type YES YES
User - Updated by user UUID YES YES
User - User created date YES YES
User - User updated date YES YES
User - User UUID YES YES
User - Username YES YES
User - Patron group — Name YES YES

Fund with ledger

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Fund - Acquisition unit names YES YES
Fund - Code YES YES
Fund - Created date YES YES
Fund - Description YES YES
Fund - Donor organizations YES YES
Fund - External account number YES YES
Fund - Locations NO YES
Fund - Name YES YES
Fund - Restrict by locations YES YES
Fund - Status YES YES
Fund - Tags NO YES
Fund - Transfer from YES YES
Fund - Transfer to YES YES
Fund - Updated date YES YES
Fund - UUID YES YES
Fund - Version YES YES
Fund type - Type YES YES
Ledger - Acquisition unit names YES YES
Ledger - Code YES YES
Ledger - Created date YES YES
Ledger - Currency YES YES
Ledger - Description YES YES
Ledger - Fiscal year one YES YES
Ledger - Name YES YES
Ledger - Restrict encumbrance YES YES
Ledger - Restrict expenditures YES
Ledger - Status YES YES
Ledger - Updated date YES YES
Ledger - UUID YES YES
Ledger - Version YES YES

Holdings

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Holdings - Acquisition method YES YES
Holdings - Acquisition order format YES YES
Holdings - Acquisition receipt status YES YES
Holdings - Administrative notes NO YES
Holdings - Call number YES YES
Holdings - Call number prefix YES YES
Holdings - Call number suffix YES YES
Holdings - Copy number YES YES
Holdings - Created date YES YES
Holdings - Digitization policy YES YES
Holdings - Electronic access NO YES
Holdings - Former IDs NO YES
Holdings - HRID NO YES
Holdings - Instance UUID YES YES
Holdings - Notes NO YES
Holdings - Number of items YES YES
Holdings - Record version YES YES
Holdings - Retention policy YES YES
Holdings - Shelving title YES YES
Holdings - Statements NO YES
Holdings - Statements for indexes NO YES
Holdings - Statements for supplements NO YES
Holdings - Statistical code names YES YES
Holdings - Statistical code UUIDs NO YES
Holdings - Suppress from discovery YES YES
Holdings - Tags NO YES
Holdings - Updated date YES YES
Holdings - UUID YES YES
Effective library - Code YES YES
Effective library - Name YES YES
Effective location - Code YES YES
Effective location - Name YES YES
Permanent location - Code YES YES
Permanent location - Name YES YES
Temporary location - Code YES YES
Temporary location - Name YES YES

Instances

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Instance - Administrative notes NO YES
Instance - Alternative titles NO YES
Instance - Cataloged date YES YES
Instance - Classifications NO YES
Instance - Contributors NO YES
Instance - Created date YES YES
Instance - Date 1 YES YES
Instance - Date 2 YES YES
Instance - Editions NO YES
Instance - Electronic access NO YES
Instance - Flag for deletion NO YES
Instance - Format names YES YES
Instance - Identifiers NO YES
Instance - Index title YES YES
Instance - Instance format UUIDs NO YES
Instance - Instance HRID YES YES
Instance - Instance UUID YES YES
Instance - Languages YES YES
Instance - Mode of issuance YES YES
Instance - Notes NO YES
Instance - Physical descriptions NO YES
Instance - Previously held YES YES
Instance - Primary contributor NO YES
Instance - Publication NO YES
Instance - Publication range NO YES
Instance - Series NO YES
Instance - Source YES YES
Instance - Statistical code names YES YES
Instance - Statistical code UUIDs NO YES
Instance - Subject headings NO YES
Instance - Suppress from discovery YES YES
Instance - Tags NO YES
Instance - Updated date YES YES
Instance date type - Name YES YES
Instance status - Code YES YES
Instance status - Term YES YES

Instances with MARC bibliographic

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Instance — Administrative notes YES YES
Instance — Affiliation name YES YES
Instance — Alternative titles YES YES
Instance — Alternative titles — Alternative title YES YES
Instance — Alternative titles — Alternative title type YES YES
Instance — Cataloged date YES YES
Instance — Classifications YES YES
Instance — Classifications — Classification YES YES
Instance — Classifications — Classification identifier type YES YES
Instance — Contributors YES YES
Instance — Contributors — Primary YES YES
Instance — Contributors — Name YES YES
Instance — Contributors — Type, free text YES YES
Instance — Contributors — Name type YES YES
Instance — Contributors — Type YES YES
Instance — Created date YES YES
Instance — Date 1 YES YES
Instance — Date 2 YES YES
Instance — Editions YES YES
Instance — Electronic access YES YES
Instance — Electronic access — URI YES YES
Instance — Electronic access — Link text YES YES
Instance — Electronic access — Material specified YES YES
Instance — Electronic access — URL public note YES YES
Instance — Electronic access — URL relationship YES YES
Instance — Flag for deletion YES YES
Instance — Format names YES YES
Instance — Identifiers YES YES
Instance — Identifiers — Identifier YES YES
Instance — Identifiers — Identifier type YES YES
Instance — Index title YES YES
Instance — Instance format UUIDs YES YES
Instance — Instance HRID YES YES
Instance — Instance UUID YES YES
Instance — Languages YES YES
Instance — Mode of issuance YES YES
Instance — Nature of content YES YES
Instance — Notes YES YES
Instance — Notes — Staff only YES YES
Instance — Notes — Note YES YES
Instance — Notes — Note type YES YES
Instance — Physical descriptions YES YES
Instance — Previously held YES YES
Instance — Publication frequency YES YES
Instance — Publication range YES YES
Instance — Publications NO YES
Instance — Publications — Publisher YES YES
Instance — Publications — Publisher role YES YES
Instance — Publications — Place of publication YES YES
Instance — Publications — Publication date YES YES
Instance — Record version YES YES
Instance — Resource title YES YES
Instance — Resource type YES YES
Instance — Series YES YES
Instance — Shared YES YES
Instance — Source YES YES
Instance — Staff suppress YES YES
Instance — Statistical code UUIDs YES YES
Instance — Statistical codes YES YES
Instance — Subjects YES YES
Instance — Subjects — Subject headings YES YES
Instance — Subjects — Subject source YES YES
Instance — Subjects — Subject type YES YES
Instance — Suppress from discovery YES YES
Instance — Tags YES YES
Instance — Tenant ID YES YES
Instance — Updated date YES YES
MARC bibliographic — Created date YES YES
MARC bibliographic — External HRID YES YES
MARC bibliographic — External HRID YES YES
MARC bibliographic — Leader record status YES YES
MARC bibliographic — MARC jsonb YES YES
MARC bibliographic — Matched UUID YES YES
MARC bibliographic — Order YES YES
MARC bibliographic — State YES YES
MARC bibliographic — Updated date YES YES
MARC created by — Email YES YES
MARC created by — Last name, first name YES YES
MARC created by — Username YES YES
MARC updated by — Email YES YES
MARC updated by — Last name, first name YES YES
MARC updated by — Username YES YES

Invoice lines

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Invoice lines - Account number YES YES
Invoice lines - Accounting code YES YES
Invoice lines - Comment YES YES
Invoice lines - Description YES YES
Invoice lines - Invoice line number YES YES
Invoice lines - Invoice number YES YES
Invoice lines - PO line number YES YES
Invoice lines - Quantity YES YES
Invoice lines - Reference numbers NO YES
Invoice lines - Release encumbrance YES YES
Invoice lines - Status YES YES
Invoice lines - Sub-total YES YES
Invoice lines - Subscription end YES YES
Invoice lines - Subscription info YES YES
Invoice lines - Subscription start YES YES
Invoice lines - Tags NO YES
Invoice lines - Total YES YES
Invoice lines - Total adjustments YES YES
Invoice lines - Updated date YES YES
Invoice lines - UUID YES YES
Invoice - Account number YES YES
Invoice - Accounting code YES YES
Invoice - Acquisition unit names YES YES
Invoice - Approved by name YES YES
Invoice - Approved date YES YES
Invoice - Batch group YES YES
Invoice - Bill to NO YES
Invoice - Check subscription overlap YES YES
Invoice - Created date YES YES
Invoice - Currency YES YES
Invoice - Enclosure needed YES YES
Invoice - Exchange rate YES YES
Invoice - Export to accounting YES YES
Invoice - Fiscal year YES YES
Invoice - Folio invoice number YES YES
Invoice - Invoice date YES YES
Invoice - Note YES YES
Invoice - Payment date YES YES
Invoice - Payment due YES YES
Invoice - Payment method YES YES
Invoice - Source YES YES
Invoice - Status YES YES
Invoice - Sub-total YES YES
Invoice - Tags NO YES
Invoice - Terms YES YES
Invoice - Total NO YES
Invoice - Total adjustments YES YES
Invoice - Total calculated amount YES YES
Invoice - Updated date YES YES
Invoice - UUID YES YES
Invoice - Vendor invoice number YES YES
Invoice - Vendor name YES YES
Invoice - Voucher number YES YES

Invoices

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Account number YES YES
Accounting code YES YES
Acquisition unit names YES YES
Approved by name YES YES
Approved date YES YES
Batch group YES YES
Bill to NO YES
Cancellation note YES YES
Check subscription overlap YES YES
Created date YES YES
Currency YES YES
Enclosure needed YES YES
Exchange rate YES YES
Export to accounting YES YES
Fiscal year YES YES
Folio invoice number YES YES
Invoice date YES YES
Lock total YES YES
Note YES YES
Payment date YES YES
Payment due YES YES
Payment method YES YES
Source YES YES
Status YES YES
Sub-total YES YES
Tags NO YES
Terms YES YES
Total adjustments YES YES
Total calculated amount YES YES
Total units YES YES
Updated date YES YES
UUID YES YES
Vendor invoice number YES YES
Vendor name YES YES
Voucher number YES YES

Items

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Items - Accession number YES YES
Items - Administrative notes NO YES
Items - Barcode YES YES
Items - Chronology YES YES
Items - Copy number YES YES
Items - Created date YES YES
Items - Description of pieces YES YES
Items - Display summary YES YES
Items - Effective call number YES YES
Items - Effective shelving order YES YES
Items - Electronic access NO YES
Items - Enumeration YES YES
Items - Former IDs NO YES
Items - Item call number YES YES
Items - Item call number prefix YES YES
Items - Item call number suffix YES YES
Items - Item HRID YES YES
Items - Item UUID YES YES
Items - Last check in date time YES YES
Items - Notes NO YES
Items - Number of missing pieces YES YES
Items - Number of pieces YES YES
Items - Purchase order line identifier YES YES
Items - Statistical code YES YES
Items - Suppress from discovery YES YES
Items - Tags NO YES
Items - Updated date YES YES
Items - Version YES YES
Items - Volume YES YES
Items - Year caption NO YES
Item call number - Type YES YES
Effective call number - Type YES YES
Material type - Name YES YES
Instances - Administrative notes NO YES
Instances - Alternative titles NO YES
Instances - Cataloged date YES YES
Instances - Classifications NO YES
Instances - Contributors NO YES
Instances - Created date YES YES
Instances - Date 1 YES YES
Instances - Date 2 YES YES
Instances - Editions NO YES
Instances - Electronic access NO YES
Instances - Flag for deletion NO YES
Instances - Format names YES YES
Instances - Identifiers NO YES
Instances - Index title YES YES
Instances - Instance format UUIDs NO YES
Instances - Instance HRID YES YES
Instances - Instance UUID YES YES
Instances - Languages YES YES
Instances - Mode of issuance YES YES
Instances - Notes NO YES
Instances - Physical descriptions NO YES
Instances - Previously held YES YES
Instances - Primary contributor NO YES
Instances - Publication NO YES
Instances - Publication range NO YES
Instances - Series NO YES
Instances - Source YES YES
Instances - Staff suppress YES YES
Instances - Statistical code names YES YES
Instances - Statistical code UUIDs NO YES
Instances - Subject headings NO YES
Instances - Suppress from discovery YES YES
Instances - Tags NO YES
Instances - Updated date YES YES
Holdings - Acquisition method YES YES
Holdings - Acquisition order format YES YES
Holdings - Acquisition receipt status YES YES
Holdings - Administrative notes NO YES
Holdings - Call number YES YES
Holdings - Call number prefix YES YES
Holdings - Call number suffix YES YES
Holdings - Copy number YES YES
Holdings - Created date YES YES
Holdings - Digitization policy YES YES
Holdings - Electronic access NO YES
Holdings - Former IDs NO YES
Holdings - HRID NO YES
Holdings - Instance UUID YES YES
Holdings - Notes NO YES
Holdings - Number of items YES YES
Holdings - Record version YES YES
Holdings - Retention policy YES YES
Holdings - Shelving title YES YES
Holdings - Statements NO YES
Holdings - Statements for indexes NO YES
Holdings - Statements for supplements NO YES
Holdings - Statistical code names YES YES
Holdings - Statistical code UUIDs NO YES
Holdings - Tags NO YES
Holdings - Updated date YES YES
Holdings - UUID YES YES
Effective library - Code YES YES
Effective library - Name YES YES
Effective location - Code YES YES
Effective location - Name YES YES
Permanent location - Code YES YES
Permanent location - Name YES YES
Temporary location - Code YES YES
Temporary location - Name YES YES
Permanent loan type - Name YES YES
Permanent loan type - UUID YES YES
Temporary loan type - Name YES YES
Temporary loan type - UUID YES YES

Loans

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Loan - Action YES YES
Loan - Checkout date YES YES
Loan - Claimed returned date YES YES
Loan - Created at YES YES
Loan - Declared lost date YES YES
Loan - Due date YES YES
Loan - Due date changed by recall YES YES
Loan - Renewal count YES YES
Loan - Return date YES YES
Loan - Status name YES YES
Loan - UUID YES YES
Loan policy - Name YES YES
Loan policy - UUID NO YES
User - Active YES YES
User - Barcode YES YES
User - Expiration date YES YES
User - Last name, first name YES YES
User - Pronouns YES YES
User - UUID YES YES
Patron group - Name YES YES
Material type - Name YES YES
Item - Accession number YES YES
Item - Administrative notes NO YES
Item - Barcode YES YES
Item - Chronology YES YES
Item - Copy number YES YES
Item - Created date YES YES
Item - Description of pieces YES YES
Item - Effective call number YES YES
Item - Effective shelving order YES YES
Item - Electronic access NO YES
Item - Enumeration YES YES
Item - Item call number YES YES
Item - Item call number prefix YES YES
Item - Item call number suffix YES YES
Item - Item HRID YES YES
Item - Item UUID YES YES
Item - Last check in date time YES YES
Item - Notes NO YES
Item - Number of missing pieces YES YES
Item - Number of pieces YES YES
Item - Purchase order line identifier YES YES
Item - Statistical code YES YES
Item - Status YES YES
Item - Suppress from discovery YES YES
Item - Tags NO YES
Item - Updated date YES YES
Item - Version YES YES
Item - Volume YES YES
Item - Year caption NO YES
Item permanent loan type - Name YES YES
Item permanent loan type - UUID YES YES
Item temporary loan type - Name YES YES
Item temporary loan type - UUID YES YES
Instances - Administrative notes NO YES
Instances - Alternative titles NO YES
Instances - Cataloged date YES YES
Instances - Classifications NO YES
Instances - Contributors NO YES
Instances - Created date YES YES
Instances - Date 1 YES YES
Instances - Date 2 YES YES
Instances - Editions NO YES
Instances - Electronic access NO YES
Instances - Flag for deletion NO YES
Instances - Format names YES YES
Instances - Identifiers NO YES
Instances - Index title YES YES
Instances - Instance format UUIDs NO YES
Instances - Instance HRID YES YES
Instances - Instance UUID YES YES
Instances - Languages YES YES
Instances - Mode of issuance YES YES
Instances - Notes NO YES
Instances - Physical descriptions NO YES
Instances - Previously held YES YES
Instances - Primary contributor NO YES
Instances - Publication NO YES
Instances - Publication range NO YES
Instances - Record version YES YES
Instances - Resource title YES YES
Instances - Resource type YES YES
Instances - Resource type UUID YES YES
Instances - Series NO YES
Instances - Source YES YES
Instances - Staff suppress YES YES
Instances - Statistical code names YES YES
Instances - Statistical code UUIDs NO YES
Instances - Subject headings NO YES
Instances - Suppress from discovery YES YES
Instances - Tags NO YES
Instances - Updated date YES YES
Holdings - Acquisition method YES YES
Holdings - Acquisition order format YES YES
Holdings - Acquisition receipt status YES YES
Holdings - Administrative notes NO YES
Holdings - Call number YES YES
Holdings - Call number prefix YES YES
Holdings - Call number suffix YES YES
Holdings - Copy number YES YES
Holdings - Created date YES YES
Holdings - Digitization policy YES YES
Holdings - Electronic access NO YES
Holdings - Former IDs NO YES
Holdings - HRID NO YES
Holdings - Instance UUID YES YES
Holdings - Number of items YES YES
Holdings - Record version YES YES
Holdings - Retention policy YES YES
Holdings - Shelving title YES YES
Holdings - Statements NO YES
Holdings - Statements for indexes NO YES
Holdings - Statements for supplements NO YES
Holdings - Statistical code names YES YES
Holdings - Statistical code UUIDs NO YES
Holdings - Suppress from discovery YES YES
Holdings - Tags NO YES
Holdings - Updated date YES YES
Holdings - UUID YES YES
Check in service point - Code YES YES
Check in service point - Discovery display name YES YES
Check in service point - Name YES YES
Check out service point - Code YES YES
Check out service point - Discovery display name YES YES
Check out service point - Name YES YES
Item effective library at checkout - Code YES YES
Item effective library at checkout - Name YES YES
Item effective location at checkout - Code YES YES
Item effective location at checkout - Name YES YES

Custom fields for User records, if configured, are available for building a Loans query in the Lists app. To create custom fields in User records, see Settings > Users > Custom fields.

Lost items requiring actual cost

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Actual cost — Additional info for patron YES YES
Actual cost — Additional info for staff YES YES
Actual cost — Created at YES YES
Actual cost — Expiration date YES YES
Actual cost — Fee fine account UUID YES YES
Actual cost — Fee fine billed amount YES YES
Actual cost — Fee fine owner YES YES
Actual cost — Fee fine type YES YES
Actual cost — Instance contributors YES YES
Actual cost — Instance contributors name YES YES
Actual cost — Instance identifiers YES YES
Actual cost — Instance identifiers type UUID YES YES
Actual cost — Instance identifiers value YES YES
Actual cost — Instance identifiers type name YES YES
Actual cost — Instance title YES YES
Actual cost — Instance UUID YES YES
Actual cost — Item barcode YES YES
Actual cost — Item effective location YES YES
Actual cost — Item loan type YES YES
Actual cost — Item material type YES YES
Actual cost — Item permanent location YES YES
Actual cost — Item UUID** YES YES
Actual cost — Loan UUID YES YES
Actual cost — Loss date YES YES
Actual cost — Loss type YES YES
Actual cost — Status YES YES
Actual cost — Updated at YES YES
Actual cost — User barcode YES YES
Actual cost — User first name YES YES
Actual cost — User last name YES YES
Actual cost — User middle name YES YES
Actual cost — User patron group YES YES
Actual cost — User UUID YES YES
Actual cost — UUID YES YES
User — Active YES YES
User — Barcode YES YES
User — Department names YES YES
User — Department UUIDs YES YES
User — Email YES YES
User — Expiration date YES YES
User — Last name, first name YES YES
User — originalTenantId YES YES
User — Pronouns YES YES
User — Tags YES YES
User — Type YES YES
User — User UUID YES YES
Actual cost — Created by — Email YES YES
Actual cost — Created by — Last name, first name YES YES
Actual cost — Created by — Username YES YES
Actual cost — Updated by — Email YES YES
Actual cost — Updated by — Last name, first name YES YES
Actual cost — Updated by — Username YES YES

Order invoice analysis

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
PO — Related fiscal years YES YES
PO — Acquisition unit names YES YES
PO — Acquisition unit UUIDs YES YES
PO — Approved YES YES
PO — Close reason YES YES
PO — Created at YES YES
PO — Date ordered YES YES
PO — External order number YES YES
PO — Order type YES YES
PO — PO number YES YES
PO — Re-encumber YES YES
PO — Tags YES YES
PO — Updated at YES YES
PO — UUID YES YES
PO — Workflow status YES YES
PO line — Acquisition method YES YES
PO line — Agreement UUID YES YES
PO line — Cost currency YES YES
PO line — Cost exchange rate YES YES
PO line — Cost PO line estimated price YES YES
PO line — Created at YES YES
PO line — Description YES YES
PO line — Details receiving note YES YES
PO line — Donor YES YES
PO line — E-resource create inventory YES YES
PO line — E-resource expected activation YES YES
PO line — E-resource is activated YES YES
PO line — E-resource is trial YES YES
PO line — E-resource resource url YES YES
PO line — Fund distribution YES YES
PO line — Fund distribution — Encumbrance UUID YES YES
PO line — Fund distribution — Value YES YES
PO line — Fund distribution — Fund YES YES
PO line — Fund distribution — Expense class YES YES
PO line — Fund distribution — Distribution type YES YES
PO line — Fund distribution — Code YES YES
PO line — Is rush YES YES
PO line — Locations YES YES
PO line — Locations — Quantity electronic YES YES
PO line — Locations — Quantity physical YES YES
PO line — Locations — Name YES YES
PO line — Locations — Code YES YES
PO line — Locations — Affiliation YES YES
PO line — Membership YES YES
PO line — Order format YES YES
PO line — Payment status YES YES
PO line — Physical expected receipt date YES YES
PO line — PO line number YES YES
PO line — Publication date YES YES
PO line — Publisher YES YES
PO line — Receipt date YES YES
PO line — Receipt status YES YES
PO line — Selector YES YES
PO line — Source YES YES
PO line — Tags YES YES
PO line — Title or package YES YES
PO line — Updated at YES YES
PO line — UUID YES YES
Instance — Administrative notes YES YES
Instance — Affiliation name YES YES
Instance — Alternative titles YES YES
Instance — Alternative titles — Alternative title YES YES
Instance — Alternative titles — Alternative title type YES YES
Instance — Cataloged date YES YES
Instance — Classifications YES YES
Instance — Classifications — Classification YES YES
Instance — Classifications — Classification identifier type YES YES
Instance — Contributors YES YES
Instance — Contributors — Primary YES YES
Instance — Contributors — Name YES YES
Instance — Contributors — Type, free text YES YES
Instance — Contributors — Name type YES YES
Instance — Contributors — Type YES YES
Instance — Created date YES YES
Instance — Date 1 YES YES
Instance — Date 2 YES YES
Instance — Editions YES YES
Instance — Electronic access YES YES
Instance — Electronic access — URI YES YES
Instance — Electronic access — Link text YES YES
Instance — Electronic access — Material specified YES YES
Instance — Electronic access — URL public note YES YES
Instance — Electronic access — URL relationship YES YES
Instance — Flag for deletion YES YES
Instance — Format names YES YES
Instance — Identifiers NO YES
Instance — Identifiers — Identifier YES YES
Instance — Identifiers — Identifier type YES YES
Instance — Index title YES YES
Instance — Instance format UUIDs NO YES
Instance — Instance HRID YES YES
Instance — Instance source URI YES YES
Instance — Instance UUID YES YES
Instance — Languages YES YES
Instance — Mode of issuance YES YES
Instance — Nature of content YES YES
Instance — Notes YES YES
Instance — Notes — Staff only YES YES
Instance — Notes — Note YES YES
Instance — Notes — Note type YES YES
Instance — Physical descriptions YES YES
Instance — Previously held YES YES
Instance — Publication frequency YES YES
Instance — Publication range YES YES
Instance — Publications YES YES
Instance — Publications — Publisher YES YES
Instance — Publications — Publisher role YES YES
Instance — Publications — Place of publication YES YES
Instance — Publications — Publication date YES YES
Instance — Record version YES YES
Instance — Resource title YES YES
Instance — Resource type YES YES
Instance — Series YES YES
Instance — Shared YES YES
Instance — Source YES YES
Instance — Staff suppress YES YES
Instance — Statistical code UUIDs YES YES
Instance — Statistical codes YES YES
Instance — Subjects YES YES
Instance — Subjects — Subject headings YES YES
Instance — Subjects — Subject source YES YES
Instance — Subjects — Subject type YES YES
Instance — Suppress from discovery YES YES
Instance — Tags YES YES
Instance — Tenant ID YES YES
Instance — Updated date YES YES
Invoice — Line — Fund distribution amount YES YES
Invoice — Line — Fund distribution value YES YES
Invoice — Line — Account number YES YES
Invoice — Line — Accounting code YES YES
Invoice — Line — Comment YES YES
Invoice — Line — Description YES YES
Invoice — Line — Invoice line number YES YES
Invoice — Line — Invoice number YES YES
Invoice — Line — Po line number YES YES
Invoice — Line — Quantity YES YES
Invoice — Line — Reference numbers YES YES
Invoice — Line — Vendor reference number YES YES
Invoice — Line — Vendor reference type YES YES
Invoice — Line — Release encumbrance YES YES
Invoice — Line — Status YES YES
Invoice — Line — Sub-total YES YES
Invoice — Line — Subscription end YES YES
Invoice — Line — Subscription info YES YES
Invoice — Line — Subscription start YES YES
Invoice — Line — Tags YES YES
Invoice — Line — Total YES YES
Invoice — Line — Total adjustments YES YES
Invoice — Line — Updated date YES YES
Invoice — Line — UUID YES YES
Invoice — Account number YES YES
Invoice — Accounting code YES YES
Invoice — Acquisition unit names YES YES
Invoice — Approved by name YES YES
Invoice — Approved date YES YES
Invoice — Batch group YES YES
Invoice — Check subscription overlap YES YES
Invoice — Created date YES YES
Invoice — Currency YES YES
Invoice — Enclosure needed YES YES
Invoice — Exchange rate YES YES
Invoice — Export to accounting YES YES
Invoice — Fiscal year YES YES
Invoice — Folio invoice number YES YES
* Invoice — Invoice date* YES YES
Invoice — Note YES YES
Invoice — Payment date YES YES
Invoice — Payment due YES YES
Invoice — Payment method YES YES
Invoice — Source YES YES
Invoice — Status YES YES
Invoice — Sub-total YES YES
Invoice — Tags YES YES
Invoice — Terms YES YES
Invoice — Total adjustments YES YES
Invoice — Total calculated amount YES YES
Invoice — Updated date YES YES
Invoice — UUID YES YES
Invoice — Vendor invoice number YES YES
Invoice — Vendor name YES YES
Invoice — Voucher number YES YES
Bill to — Address YES YES
Bill to — Name YES YES
Organization — Code YES YES
Organization — EDI vendor code YES YES
Organization — EDI vendor type YES YES
Organization — Is donor YES YES
Organization — Is vendor YES YES
Organization — Name YES YES
Organization — Status YES YES
Organization — Tags YES YES
Organization — UUID YES YES
Fiscal year — Acquisition unit names YES YES
Fiscal year — Code YES YES
Fiscal year — Created date YES YES
Fiscal year — Currency YES YES
Fiscal year — Description YES YES
Fiscal year — Name YES YES
Fiscal year — Period begin date YES YES
Fiscal year — Period end date YES YES
Fiscal year — Series YES YES
Fiscal year — Updated date YES YES
Fiscal year — UUID YES YES
Fiscal year — Version YES YES
Fund — Acquisition unit names YES YES
Fund — Code YES YES
Fund — Created date YES YES
Fund — Description YES YES
Fund — Donor organizations YES YES
Fund — External account number YES YES
Fund — Locations YES YES
Fund — Location UUID YES YES
Fund — Tenant ID YES YES
Fund — Location name YES YES
Fund — Name YES YES
Fund — Restrict by locations YES YES
Fund — Status YES YES
Fund — Tags YES YES
Fund — Transfer from YES YES
Fund — Transfer to YES YES
Fund — Updated date YES YES
Fund — UUID YES YES
Fund — Version YES YES
Fund type — Type YES YES
Expense class — Code YES YES
Expense class — Created date YES YES
Expense class — External account number extension YES YES
Expense class — Name YES YES
Expense class — Updated date YES YES
Expense class — UUID YES YES
Expense class — Version YES YES
PO created by — Email YES YES
PO created by — Last name, first name YES YES
PO created by — Username YES YES
PO updated by — Email YES YES
PO updated by — Last name, first name YES YES
PO updated by — Username YES YES
POL created by — Email YES YES
POL created by — Last name, first name YES YES
POL created by — Username YES YES
POL updated by — Email YES YES
POL updated by — Last name, first name YES YES
POL updated by — Username YES YES

Organizations

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Access provider YES YES
Accounting code YES YES
Accounts NO YES
Acquisition unit names YES YES
Addresses NO YES
Agreements NO YES
Aliases NO YES
Changelogs NO YES
Claiming interval YES YES
Code YES YES
Created at YES YES
Description YES YES
Discount percent YES YES
EDI job scheduled enabled YES YES
EDI notes YES YES
EDI organization code YES YES
EDI organization type YES YES
EDI vendor code YES YES
EDI vendor type YES YES
Emails NO YES
Expected activation interval YES YES
Expected invoice interval YES YES
Expected receipt interval YES YES
Export to accounting YES YES
Governmental YES YES
Is donor YES YES
Is vendor YES YES
Language YES YES
Liable for VAT YES YES
Licensor YES YES
Material supplier YES YES
Name YES YES
Payment method YES YES
Phone numbers NO YES
Renewal activation interval YES YES
SAN code YES YES
Status YES YES
Subscription interval YES YES
Tax ID YES YES
Tax percentage YES YES
Type names YES YES
Type UUIDs NO YES
Updated at YES YES
URLs NO YES
UUID NO YES
Vendor currencies NO YES

Purchase order lines

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
POL - Agreement UUID YES YES
POL - Cost currency YES YES
POL - Cost exchange rate YES YES
POL - Cost PO line estimated price YES YES
POL - Created at YES YES
POL - Description YES YES
POL - Details receiving note YES YES
POL - Donor YES YES
POL - E-resource create inventory YES YES
POL - E-resource expected activation YES YES
POL - E-resource is activated YES YES
POL - E-resource is trial YES YES
POL - E-resource resource URL YES YES
POL - Is rush YES YES
POL - Membership YES YES
POL - Order format YES YES
POL - Payment status YES YES
POL - Physical expected receipt date YES YES
POL - PO line number YES YES
POL - Publication date YES YES
POL - Publisher YES YES
POL - Receipt date YES YES
POL - Receipt status YES YES
POL - Selector YES YES
POL - Source YES YES
POL - Tags NO YES
POL - Title or package YES YES
POL - Updated at YES YES
POL - UUID YES YES
POL created by user - Email YES YES
POL created by user - Last name, first name YES YES
POL created by user - Username YES YES
POL exchange rate YES YES
POL updated by user - Email YES YES
POL updated by user - Last name, first name YES YES
POL updated by user - Username YES YES
Exchange rate - Currency YES YES
Exchange rate - Rate YES YES
PO - Acquisition unit names YES YES
PO - Acquisition unit UUIDs NO YES
PO - Approved YES YES
PO - Created at YES YES
PO - External order number YES YES
PO - Order type YES YES
PO - PO number YES YES
PO - Re-encumber YES YES
PO - Tags tag list NO YES
PO - Updated at YES YES
PO - UUID YES YES
PO - Workflow status YES YES
PO assigned to user - Email YES YES
PO assigned to user - Last name, first name YES YES
PO assigned to user - Username YES YES
PO created by user - Email YES YES
PO created by user - Last name, first name YES YES
PO created by user - Username YES YES
PO updated by user - Email YES YES
PO updated by user - Last name, first name YES YES
PO updated by user - Username YES YES
Vendor org - Code YES YES
Vendor org - EDI vendor code YES YES
Vendor org - EDI vendor type YES YES
Vendor org - Is donor YES YES
Vendor org - Is vendor YES YES
Vendor org - Name YES YES
Vendor org - Status YES YES
Vendor org - UUID NO YES

Purchase order lines with titles

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
POL - Agreement UUID YES YES
POL - Cost currency YES YES
POL - Cost exchange rate YES YES
POL - Cost PO line estimated price YES YES
POL - Created at YES YES
POL - Description YES YES
POL - Details receiving note YES YES
POL - Donor YES YES
POL - E-resource create inventory YES YES
POL - E-resource expected activation YES YES
POL - E-resource is activated YES YES
POL - E-resource is trial YES YES
POL - E-resource resource url YES YES
POL - Fund distribution NO YES
POL - Is rush YES YES
POL - Membership YES YES
POL - Order format YES YES
POL - Payment status YES YES
POL - Physical expected receipt date YES YES
POL - PO line number YES YES
POL - Publication date YES YES
POL - Publisher YES YES
POL - Receipt date YES YES
POL - Receipt status YES YES
POL - Selector YES YES
POL - Source YES YES
POL - Tags NO YES
POL - Title or package YES YES
POL - Updated at YES YES
POL - UUID YES YES
Instance - Administrative notes NO YES
Instance - Alternative titles NO YES
Instance - Cataloged date YES YES
Instance - Classifications NO YES
Instance - Contributors NO YES
Instance - Created date YES YES
Instance - Date 1 YES YES
Instance - Date 2 YES YES
Instance - Editions NO YES
Instance - Electronic access NO YES
Instance - Flag for deletion NO YES
Instance - Format names YES YES
Instance - Identifiers NO YES
Instance - Index title YES YES
Instance - Instance format UUIDs NO YES
Instance - Instance HRID YES YES
Instance - Instance UUID YES YES
Instance - Languages YES YES
Instance - Mode of issuance YES YES
Instance - Notes NO YES
Instance - Physical descriptions NO YES
Instance - Previously held YES YES
Instance - Primary contributor NO YES
Instance - Publication NO YES
Instance - Publication range NO YES
Instance - Record version YES YES
Instance - Resource title YES YES
Instance - Resource type YES YES
Instance - Series NO YES
Instance - Source YES YES
Instance - Staff suppress YES YES
Instance - Statistical code names YES YES
Instance - Statistical code UUIDs NO YES
Instance - Subject headings NO YES
Instance - Suppress from discovery YES YES
Instance - Tags NO YES
Instance - Updated date YES YES
PO - Acquisition unit names YES YES
PO - Acquisition unit UUIDs NO YES
PO - Approved YES YES
PO - Created at YES YES
PO - External order number YES YES
PO - Order type YES YES
PO - PO number YES YES
PO - Re-encumber YES YES
PO - Tags tag list NO YES
PO - Updated at YES YES
PO - UUID YES YES
PO - Workflow status YES YES
Created by user - Email YES YES
Created by user - Last name, first name YES YES
Created by user - Username YES YES
Organization - Code YES YES
Organization - EDI vendor code YES YES
Organization - EDI vendor type YES YES
Organization - Is donor YES YES
Organization - Is vendor YES YES
Organization - Name YES YES
Organization - Status YES YES
Organization - UUID YES YES

Purchase orders

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Acquisition unit names YES YES
Acquisition unit UUIDs NO YES
Approval date YES YES
Approved YES YES
Bill to YES YES
Close reason YES YES
Close note YES YES
Created at YES YES
Date ordered YES YES
External order number YES YES
Next PO line number YES YES
Order type YES YES
PO number YES YES
PO number prefix YES YES
PO number suffix YES YES
Re-encumber YES YES
Ship to YES YES
Tags tag list NO YES
Template YES YES
Updated at YES YES
UUID YES YES
Workflow status YES YES

Receiving pieces

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Pieces — Accession number YES YES
Pieces — Barcode YES YES
Pieces — Bind item tenant ID YES YES
Pieces — Call number YES YES
Pieces — Chronology YES YES
Pieces — Claiming interval YES YES
Pieces — Comment YES YES
Pieces — Copy number YES YES
Pieces — Created at YES YES
Pieces — Discovery suppress YES YES
Pieces — Display on holding YES YES
Pieces — Display summary YES YES
Pieces — Display to public YES YES
Pieces — Enumeration YES YES
Pieces — Expected receipt date YES YES
Pieces — External note YES YES
Pieces — Format YES YES
Pieces — Internal note YES YES
Pieces — Is bound YES YES
Pieces — Received date YES YES
Pieces — Receiving status YES YES
Pieces — Receiving tenant ID YES YES
Pieces — Sequence number YES YES
Pieces — Status updated date YES YES
Pieces — Supplement YES YES
Pieces — Updated at YES YES
Pieces — UUID YES YES
Item — Accession number YES YES
Item — Administrative notes YES YES
Item — Affiliation name YES YES
Item — Barcode YES YES
Item — Check in notes YES YES
Item — Check in notes — Note type YES YES
Item — Check in notes — Staff only YES YES
Item — Check in notes — Note YES YES
Item — Check out notes YES YES
Item — Check out notes — Note type YES YES
Item — Check out notes — Staff only YES YES
Item — Check out notes — Note YES YES
Item — Chronology YES YES
Item — Copy number YES YES
Item — Created date YES YES
Item — Description of pieces YES YES
Item — Display summary YES YES
Item — Effective call number YES YES
Item — Effective shelving order YES YES
Item — Effective shelving order YES YES
Item — Electronic access — URI YES YES
Item — Electronic access — Link text YES YES
Item — Electronic access — Material specified YES YES
Item — Electronic access — URL public note YES YES
Item — Electronic access — URL relationship YES YES
Item — Enumeration YES YES
Item — Former identifiers YES YES
Item — Item additional call numbers NO YES
Item — Item additional call numbers — Call number YES YES
Item — Item additional call numbers — Prefix YES YES
Item — Item additional call numbers — Suffix YES YES
Item — Item additional call numbers — Type YES YES
Item — Item call number YES YES
Item — Item call number prefix YES YES
Item — Item call number suffix YES YES
Item — Item damaged status YES YES
Item — Item damaged status date YES YES
Item — Item HRID YES YES
Item — Item UUID YES YES
Item — Last check in date time YES YES
Item — Missing pieces YES YES
Item — Missing pieces date YES YES
Item — Notes YES YES
Item — Notes — Staff only YES YES
Item — Notes — Note YES YES
Item — Notes — Note type YES YES
Item — Number of missing pieces YES YES
Item — Number of pieces YES YES
Item — Purchase order line identifier YES YES
Item — Sort order YES YES
Item — Statistical codes YES YES
Item — Status YES YES
Item — Status date YES YES
Item — Suppress from discovery YES YES
Item — Tags YES YES
Item — Tenant ID YES YES
Item — Updated date YES YES
Item — Version YES YES
Item — Volume YES YES
Item — Year, caption YES YES
Location — Code YES YES
Location — Name YES YES
POL — Acquisition method YES YES
POL — Agreement UUID YES YES
POL — Cost currency YES YES
POL — Cost exchange rate YES YES
POL — Cost PO line estimated price YES YES
POL — Created at YES YES
POL — Description YES YES
POL — Details receiving note YES YES
POL — Donor YES YES
POL — E-resource create inventory YES YES
POL — E-resource expected activation YES YES
POL — E-resource is activated YES YES
POL — E-resource is trial YES YES
POL — E-resource resource url YES YES
POL — Fund distribution YES YES
POL — Fund distribution — Encumbrance UUID YES YES
POL — Fund distribution — Value YES YES
POL — Fund distribution — Fund YES YES
POL — Fund distribution — Expense class YES YES
POL — Fund distribution — Distribution type YES YES
POL — Fund distribution — Code YES YES
POL — Is rush YES YES
POL — Locations YES YES
POL — Locations — Quantity electronic YES YES
POL — Locations — Quantity physical YES YES
POL — Locations — Name YES YES
POL — Locations — Code YES YES
POL — Locations — Affiliation YES YES
POL — Membership YES YES
POL — Order format YES YES
POL — Payment status YES YES
POL — Physical expected receipt date YES YES
POL — PO line number YES YES
POL — Publication date YES YES
POL — Publisher YES YES
POL — Receipt date YES YES
POL — Receipt status YES YES
POL — Selector YES YES
POL — Source YES YES
POL — Tags YES YES
POL — Title or package YES YES
POL — Updated at YES YES
POL — UUID YES YES
PO — Acquisition unit names YES YES
PO — Acquisition unit UUIDs YES YES
PO — Approved YES YES
PO — Close reason YES YES
PO — Created at YES YES
PO — Date ordered YES YES
PO — External order number YES YES
PO — Order type YES YES
PO — PO number YES YES
PO — Re-encumber YES YES
PO — Tags YES YES
PO — Updated at YES YES
PO — UUID YES YES
PO — Workflow status YES YES
Title — Acquisition unit YES YES
Title — Claiming active YES YES
Title — Claiming interval YES YES
Title — Contributors YES YES
Title — Contributors — Name YES YES
Title — Created at YES YES
Title — Edition YES YES
Title — Expected receipt date YES YES
Title — Is acknowledged YES YES
Title — Next sequence number YES YES
Title — Package name YES YES
Title — PO line number YES YES
Title — Product identifiers YES YES
Title — Product identifiers — Product ID YES YES
Title — Product identifiers — Qualifier YES YES
Title — Product identifiers — Product ID type YES YES
Title — Published date YES YES
Title — Publisher YES YES
Title — Receiving note YES YES
Title — Subscription from YES YES
Title — Subscription interval YES YES
Title — Subscription to YES YES
Title — Title YES YES
Title — Updated at YES YES
Title — UUID YES YES
Holdings — Acquisition method YES YES
Holdings — Acquisition order format YES YES
Holdings — Acquisition receipt status YES YES
Holdings — Administrative notes YES YES
Holdings — Affiliation name YES YES
Holdings — Call number YES YES
Holdings — Call number prefix YES YES
Holdings — Call number suffix YES YES
Holdings — Call number type YES YES
Holdings — Copy number YES YES
Holdings — Created date YES YES
Holdings — Digitization policy YES YES
Holdings — Electronic access YES YES
Holdings — Electronic access — URI YES YES
Holdings — Electronic access — Link text YES YES
Holdings — Electronic access — Material specified YES YES
Holdings — Electronic access — URL public note YES YES
Holdings — Electronic access — URL relationship YES YES
Holdings — Former identifiers YES YES
Holdings — Holdings additional call numbers YES YES
Holdings — Holdings additional call numbers — Call number YES YES
Holdings — Holdings additional call numbers — Prefix YES YES
Holdings — Holdings additional call numbers — Suffix YES YES
Holdings — Holdings additional call numbers — Type YES YES
Holdings — HRID YES YES
Holdings — Instance UUID YES YES
Holdings — Notes NO YES
Holdings — Notes — Staff only YES YES
Holdings — Notes — Note YES YES
Holdings — Notes — Note type YES YES
Holdings — Number of items YES YES
Holdings — Receiving history YES YES
Holdings — Receiving history — Public display YES YES
Holdings — Receiving history — Enumeration YES YES
Holdings — Receiving history — Chronology YES YES
Holdings — Record version YES YES
Holdings — Retention policy YES YES
Holdings — Shelving title YES YES
Holdings — Statements NO YES
Holdings — Statements — Statement YES YES
Holdings — Statements — Statement public note YES YES
Holdings — Statements — Statement staff note YES YES
Holdings — Statements for indexes NO YES
Holdings — Statements for indexes — Statement for indexes YES YES
Holdings — Statements for indexes — Statement for indexes public note YES YES
Holdings — Statements for indexes — Statement for indexes staff note YES YES
Holdings — Statements for supplements NO YES
Holdings — Statements for supplements — Statement for supplement YES YES
Holdings — Statements for supplements — Statement for supplement public note YES YES
Holdings — Statements for supplements — Statement for supplement staff note YES YES
Holdings — Statistical code UUIDs YES YES
Holdings — Statistical codes YES YES
Holdings — Suppress from discovery YES YES
Holdings — Tags YES YES
Holdings — Tenant ID YES YES
Holdings — Updated date YES YES
Holdings — UUID YES YES
Holdings permanent location — Code YES YES
Holdings permanent location — Name YES YES
Created by — Email YES YES
Created by — Last name, first name YES YES
Created by — Username YES YES
Updated by — Email YES YES
Updated by — Last name, first name YES YES
Updated by — Username YES YES

Receiving titles

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Title — Acquisition unit YES YES
Title — Claiming active YES YES
Title — Claiming interval YES YES
Title — Contributors NO YES
Title — Contributors — Name YES YES
Title — Created at YES YES
Title — Edition YES YES
Title — Expected receipt date YES YES
Title — Is acknowledged YES YES
Title — Next sequence number YES YES
Title — Package name YES YES
Title — PO line number YES YES
Title — Product identifiers YES YES
Title — Product identifiers — Product ID YES YES
Title — Product identifiers — Qualifier YES YES
Title — Product identifiers — Product ID type YES YES
Title — Published date YES YES
Title — Publisher YES YES
Title — Receiving note YES YES
Title — Subscription from YES YES
Title — Subscription interval YES YES
Title — Subscription to YES YES
Title — Title YES YES
Title — Updated at YES YES
Title — UUID YES YES
POL — Acquisition method YES YES
POL — Agreement UUID YES YES
POL — Cost currency YES YES
POL — Cost exchange rate YES YES
POL — Cost PO line estimated price YES YES
POL — Created at YES YES
POL — Description YES YES
POL — Details receiving note YES YES
POL — Donor YES YES
POL — E-resource create inventory YES YES
POL — E-resource expected activation YES YES
POL — E-resource is activated YES YES
POL — E-resource is trial YES YES
POL — E-resource resource url YES YES
POL — Fund distribution YES YES
POL — Fund distribution — Encumbrance UUID YES YES
POL — Fund distribution — Value YES YES
POL — Fund distribution — Fund YES YES
POL — Fund distribution — Expense class YES YES
POL — Fund distribution — Distribution type YES YES
POL — Fund distribution — Code YES YES
POL — Is rush YES YES
POL — Locations NO YES
POL — Locations — Quantity electronic YES YES
POL — Locations — Quantity physical YES YES
POL — Locations — Name YES YES
POL — Locations — Code YES YES
POL — Locations — Affiliation YES YES
POL — Membership YES YES
POL — Order format YES YES
POL — Payment status YES YES
POL — Physical expected receipt date YES YES
POL — PO line number YES YES
POL — Publication date YES YES
POL — Publisher YES YES
POL — Receipt date YES YES
POL — Receipt status YES YES
POL — Selector YES YES
POL — Source YES YES
POL — Tags YES YES
POL — Title or package YES YES
POL — Updated at YES YES
POL — UUID YES YES
Instance — Administrative notes YES YES
Instance — Affiliation name YES YES
Instance — Alternative titles NO YES
Instance — Alternative titles — Alternative title YES YES
Instance — Alternative titles — Alternative title type YES YES
Instance — Cataloged date YES YES
Instance — Classifications YES YES
Instance — Classifications — Classification YES YES
Instance — Classifications — Classification identifier type YES YES
Instance — Contributors YES YES
Instance — Contributors — Primary YES YES
Instance — Contributors — Name YES YES
Instance — Contributors — Type, free text YES YES
Instance — Contributors — Name type YES YES
Instance — Contributors — Type YES YES
Instance — Created date YES YES
Instance — Date 1 YES YES
Instance — Date 2 YES YES
Instance — Editions YES YES
Instance — Electronic access YES YES
Instance — Electronic access — URI YES YES
Instance — Electronic access — Link text YES YES
Instance — Electronic access — Material specified YES YES
Instance — Electronic access — URL public note YES YES
Instance — Electronic access — URL relationship YES YES
Instance — Flag for deletion YES YES
Instance — Format names YES YES
Instance — Identifiers YES YES
Instance — Identifiers — Identifier YES YES
Instance — Identifiers — Identifier type YES YES
Instance — Index title YES YES
Instance — Instance format UUIDs YES YES
Instance — Instance HRID YES YES
Instance — Instance source URI YES YES
Instance — Instance UUID YES YES
Instance — Languages YES YES
Instance — Mode of issuance YES YES
Instance — Nature of content YES YES
Instance — Notes YES YES
Instance — Notes — Staff only YES YES
Instance — Notes — Note YES YES
Instance — Notes — Note type YES YES
Instance — Physical descriptions YES YES
Instance — Previously held YES YES
Instance — Publication frequency YES YES
Instance — Publication range YES YES
Instance — Publications NO YES
Instance — Publications — Publisher YES YES
Instance — Publications — Publisher role YES YES
Instance — Publications — Place of publication YES YES
Instance — Publications — Publication date YES YES
Instance — Record version YES YES
Instance — Resource title YES YES
Instance — Resource type YES YES
Instance — Series YES YES
Instance — Shared YES YES
Instance — Source YES YES
Instance — Staff suppress YES YES
Instance — Statistical code UUIDs NO YES
Instance — Statistical codes YES YES
Instance — Subjects NO YES
Instance — Subjects — Subject headings YES YES
Instance — Subjects — Subject source YES YES
Instance — Subjects — Subject type YES YES
Instance — Suppress from discovery YES YES
Instance — Tags YES YES
Instance — Tenant ID YES YES
Instance — Updated date YES YES
Created by — Email YES YES
Created by — Last name, first name YES YES
Created by — Username YES YES
Updated by — Email YES YES
Updated by — Last name, first name YES YES
Updated by — Username YES YES

Transactions

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Transaction - Amount YES YES
Transaction - Created date YES YES
Transaction - Currency YES YES
Transaction - Description YES YES
Transaction - Encumbrance amount credited YES YES
Transaction - Encumbrance awaiting payment YES YES
Transaction - Encumbrance expended YES YES
Transaction - Encumbrance initial amount YES YES
Transaction - Encumbrance order status YES YES
Transaction - Encumbrance order type YES YES
Transaction - Encumbrance re-encumber YES YES
Transaction - Encumbrance status YES YES
Transaction - Encumbrance subscription YES YES
Transaction - Invoice cancelled YES YES
Transaction - Source YES YES
Transaction - Tags NO YES
Transaction - Type YES YES
Transaction - Updated date YES YES
Transaction - UUID YES YES
To fund - Acquisition unit names YES YES
To fund - Code YES YES
To fund - Created date YES YES
To fund - Description YES YES
To fund - Donor organizations YES YES
To fund - External account number YES YES
To fund - Locations NO YES
To fund - Name YES YES
To fund - Restrict by locations YES YES
To fund - Status YES YES
To fund - Tags NO YES
To fund - Transfer from YES YES
To fund - Transfer to YES YES
To fund - Updated date YES YES
To fund - UUID YES YES
To fund - Version YES YES
From fund - Acquisition unit names YES YES
From fund - Code YES YES
From fund - Created date YES YES
From fund - Description YES YES
From fund - Donor organizations YES YES
From fund - External account number YES YES
From fund - Locations NO YES
From fund - Name YES YES
From fund - Restrict by locations YES YES
From fund - Status YES YES
From fund - Tags NO YES
From fund - Transfer from YES YES
From fund - Transfer to YES YES
From fund - Updated date YES YES
From fund - UUID YES YES
From fund - Version YES YES
Fiscal year - Acquisition unit names YES YES
Fiscal year - Code YES YES
Fiscal year - Created date YES YES
Fiscal year - Currency YES YES
Fiscal year - Description YES YES
Fiscal year - Name YES YES
Fiscal year - Period begin date YES YES
Fiscal year - Period end date YES YES
Fiscal year - Series YES YES
Fiscal year - Updated date YES YES
Fiscal year - UUID NO YES
Fiscal year - Version YES YES

Users

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Patron group - Name YES YES
User - Active YES YES
User - Address NO YES
User - Barcode YES YES
User - Created by user UUID YES YES
User - Created date YES YES
User - Date of birth YES YES
User - Department names YES YES
User - Department UUIDs NO YES
User - Email YES YES
User - Enrollment date YES YES
User - Expiration date YES YES
User - External system ID YES YES
User - First name YES YES
User - Last name YES YES
User - Last name, first name YES YES
User - Middle name YES YES
User - Mobile phone YES YES
User - Phone YES YES
User - Preferred contact type YES YES
User - Preferred first name YES YES
User - Pronouns YES YES
User - Proxy for NO YES
User - Tags NO YES
User - Type YES YES
User - Updated by user UUID YES YES
User - Updated date YES YES
User - User created date YES YES
User - User updated date YES YES
User - User UUID YES YES
User - Username YES YES

Custom fields for User records, if configured, are available for building a Users query in the Lists app. To create custom fields in User records, see Settings > Users > Custom fields.

Users with fees/fines, loans

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
User - Active YES YES
User - Address NO YES
User - Barcode YES YES
User - Created by user UUID YES YES
User - Date of birth YES YES
User - Department names YES YES
User - Department UUIDs NO YES
User - Email YES YES
User - Enrollment date YES YES
User - Expiration date YES YES
User - External system ID YES YES
User - First name YES YES
User - Last name YES YES
User - Last name, first name YES YES
User - Middle name YES YES
User - Mobile phone YES YES
User - Phone YES YES
User - Preferred contact type YES YES
User - Preferred first name YES YES
User - Pronouns YES YES
User - Proxy for NO YES
User - Tags NO YES
User - Type YES YES
User - Updated by user UUID YES YES
User - Updated date YES YES
User - User created date YES YES
User - User updated date YES YES
User - User UUID YES YES
User — Patron group — Name YES YES
Fee/Fine account — Amount YES YES
Fee/Fine account — Barcode YES YES
Fee/Fine account — Created at YES YES
Fee/Fine account — Due date YES YES
Fee/Fine account — Fee/fine owner YES YES
Fee/Fine account — Fee/fine type YES YES
Fee/Fine account — Fee/fine UUID YES YES
Fee/Fine account — Location YES YES
Fee/Fine account — Material type YES YES
Fee/Fine account — Material type UUID YES YES
Fee/Fine account — Owner UUID YES YES
Fee/Fine account — Payment status name YES YES
Fee/Fine account — Remaining YES YES
Fee/Fine account — Returned date YES YES
Fee/Fine account — Status name YES YES
Fee/Fine account — Updated at YES YES
Fee/Fine account — User UUID YES YES
Fee/Fine account — UUID YES YES
Loan — Action YES YES
Loan — Checkout date YES YES
Loan — Claimed returned date YES YES
Loan — Created at YES YES
Loan — Created by user UUID YES YES
Loan — Declared lost date YES YES
Loan — Due date YES YES
Loan — Due date changed by recall YES YES
Loan — Renewal count YES YES
Loan — Return date YES YES
Loan — Status name YES YES
Loan — Updated by user UUID YES YES
Loan — UUID YES YES
Item — Accession number YES YES
Item — Administrative notes YES YES
Item — Affiliation name YES YES
Item — Barcode YES YES
Item — Check in notes YES YES
Item — Check in notes — Note type YES YES
Item — Check in notes — Staff only YES YES
Item — Check in notes — Note YES YES
Item — Check out notes YES YES
Item — Check out notes — Note type YES YES
Item — Check out notes — Staff only YES YES
Item — Check out notes — Note YES YES
Item — Chronology YES YES
Item — Copy number YES YES
Item — Created date YES YES
Item — Description of pieces YES YES
Item — Display summary YES YES
Item — Effective call number YES YES
Item — Effective shelving order YES YES
Item — Electronic access YES YES
Item — Electronic access — URI YES YES
Item — Electronic access — Link text YES YES
Item — Electronic access — Material specified YES YES
Item — Electronic access — URL public note YES YES
Item — Electronic access — URL relationship YES YES
Item — Enumeration YES YES
Item — Former identifiers YES YES
Item — Item additional call numbers NO YES
Item — Item additional call numbers — Call number YES YES
Item — Item additional call numbers — Prefix YES YES
Item — Item additional call numbers — Suffix YES YES
Item — Item additional call numbers — Type YES YES
Item — Item call number YES YES
Item — Item call number prefix YES YES
Item — Item call number suffix YES YES
Item — Item damaged status YES YES
Item — Item damaged status date YES YES
Item — Item HRID YES YES
Item — Item — Item HRID YES YES
Item — Missing pieces YES YES
Item — Missing pieces date YES YES
Item — Notes YES YES
Item — Notes — Staff only YES YES
Item — Notes — Note YES YES
Item — Notes — Note type YES YES
Item — Number of missing pieces YES YES
Item — Number of pieces YES YES
Item — Purchase order line identifier YES YES
Item — Sort order YES YES
Item — Statistical codes YES YES
Item — Status YES YES
Item — Status date YES YES
Item — Suppress from discovery YES YES
Item — Tags YES YES
Item — Tenant ID YES YES
Item — Updated date YES YES
Item — Version YES YES
Item — Volume YES YES
Item — Year, caption YES YES

Users with manual blocks

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
User — Active YES YES
User — Address NO YES
User — Address — Primary address YES YES
User — Address — City YES YES
User — Address — Region YES YES
User — Address — Postal code YES YES
User — Address — Line 1 YES YES
User — Address — Line 2 YES YES
User - Barcode YES YES
User - Created by user UUID YES YES
User - Date of birth YES YES
User - Department names YES YES
User - Department UUIDs NO YES
User - Email YES YES
User - Enrollment date YES YES
User - Expiration date YES YES
User - External system ID YES YES
User - First name YES YES
User - Last name YES YES
User - Last name, first name YES YES
User - Middle name YES YES
User - Mobile phone YES YES
User - Phone YES YES
User - Preferred contact type YES YES
User - Preferred first name YES YES
User - Pronouns YES YES
User - Proxy for NO YES
User - Tags NO YES
User - Type YES YES
User - Updated by user UUID YES YES
User - Updated date YES YES
User - User created date YES YES
User - User updated date YES YES
User - User UUID YES YES
User — Patron group — Name YES YES
Manual blocks — Borrowing YES YES
Manual blocks — Code YES YES
Manual blocks — Created at YES YES
Manual blocks — Description YES YES
Manual blocks — Expiration date YES YES
Manual blocks — Patron message YES YES
Manual blocks — Renewals YES YES
Manual blocks — Requests YES YES
Manual blocks — Staff information YES YES
Manual blocks — Updated at YES YES
Manual blocks — UUID YES YES
Manual blocks — Created by — Email YES YES
Manual blocks — Created by — Last name, first name YES YES
Manual blocks — Created by — Username YES YES
Manual blocks — Updated by — Email YES YES
Manual blocks — Updated by — Last name, first name YES YES
Manual blocks — Updated by — Username YES YES

Users with open transactions

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
User — Active YES YES
User — Address NO YES
User — Address — Primary address YES YES
User — Address — City YES YES
User — Address — Region YES YES
User — Address — Postal code YES YES
User — Address — Line 1 YES YES
User — Address — Line 2 YES YES
User - Barcode YES YES
User - Created by user UUID YES YES
User - Date of birth YES YES
User - Department names YES YES
User - Department UUIDs NO YES
User - Email YES YES
User - Enrollment date YES YES
User - Expiration date YES YES
User - External system ID YES YES
User - First name YES YES
User - Last name YES YES
User - Last name, first name YES YES
User - Middle name YES YES
User - Mobile phone YES YES
User - Phone YES YES
User - Preferred contact type YES YES
User - Preferred first name YES YES
User - Pronouns YES YES
User - Proxy for NO YES
User - Tags NO YES
User - Type YES YES
User - Updated by user UUID YES YES
User - Updated date YES YES
User - User created date YES YES
User - User updated date YES YES
User - User UUID YES YES
User — Patron group — Name YES YES
Transactions — Automated blocks YES YES
Transactions — Has open transactions YES YES
Transactions — Manual blocks YES YES
Transactions — Open fees/fines YES YES
Transactions — Open loans YES YES
Transactions — Open proxies YES YES
Transactions — Open requests YES YES
Transactions — User UUID YES YES
Transactions — UUID YES YES

Voucher lines

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Amount YES YES
Created date YES YES
External account number YES YES
Fund distribution NO YES
Fund distribution — Encumbrance UUID YES YES
Fund distribution — Invoice line UUID YES YES
Fund distribution — Value YES YES
Fund distribution — Fund YES YES
Fund distribution — Expense class YES YES
Fund distribution — Distribution type YES YES
Fund distribution — Code YES YES
Updated date YES YES
UUID YES YES

Voucher lines with fund

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Voucher line - Amount YES YES
Voucher line - Created date YES YES
Voucher line - External account number YES YES
Voucher line - Fund distribution NO YES
Voucher line - Updated date YES YES
Voucher line - UUID YES YES
Voucher - Account number YES YES
Voucher - Accounting code YES YES
Voucher - Acquisition unit names YES YES
Voucher - Batch group YES YES
Voucher - Created date YES YES
Voucher - Disbursement amount YES YES
Voucher - Disbursement date YES YES
Voucher - Disbursement number YES YES
Voucher - Enclosure needed YES YES
Voucher - Exchange rate YES YES
Voucher - Export to accounting YES YES
Voucher - Invoice currency YES YES
Voucher - Status YES YES
Voucher - System currency YES YES
Voucher - Total YES YES
Voucher - Type YES YES
Voucher - Updated date YES YES
Voucher - UUID YES YES
Voucher - Voucher date YES YES
Voucher - Voucher number YES YES
Fund - Acquisition unit names YES YES
Fund - Code YES YES
Fund - Created date YES YES
Fund - Description YES YES
Fund - Donor organizations YES YES
Fund - External account number YES YES
Fund - Locations NO YES
Fund - Name YES YES
Fund - Restrict by locations YES YES
Fund - Status YES YES
Fund - Tags NO YES
Fund - Transfer from YES YES
Fund - Transfer to YES YES
Fund - Updated date YES YES
Fund - UUID YES YES
Fund - Version YES YES
Fund type - Type YES YES
Ledger - Acquisition unit names YES YES
Ledger - Code YES YES
Ledger - Created date YES YES
Ledger - Currency YES YES
Ledger - Description YES YES
Ledger - Fiscal year one YES YES
Ledger - Name YES YES
Ledger - Restrict encumbrance YES YES
Ledger - Restrict expenditures YES YES
Ledger - Status YES YES
Ledger - Updated date YES YES
Ledger - UUID YES YES
Ledger - Version YES YES

Voucher lines with invoice, fund, organization

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Voucher line - Amount YES YES
Voucher line - Created date YES YES
Voucher line - External account number YES YES
Voucher line - Fund distribution NO YES
Voucher line - Updated date YES YES
Voucher line - UUID YES YES
Voucher - Account number YES YES
Voucher - Accounting code YES YES
Voucher - Acquisition unit names YES YES
Voucher - Batch group YES YES
Voucher - Created date YES YES
Voucher - Disbursement amount YES YES
Voucher - Disbursement date YES YES
Voucher - Disbursement number YES YES
Voucher - Enclosure needed YES YES
Voucher - Exchange rate YES YES
Voucher - Export to accounting YES YES
Voucher - Invoice currency YES YES
Voucher - Status YES YES
Voucher - System currency YES YES
Voucher - Total YES YES
Voucher - Type YES YES
Voucher - Updated date YES YES
Voucher - UUID YES YES
Voucher - Voucher date YES YES
Voucher - Voucher number YES YES
Invoice - Account number YES YES
Invoice - Accounting code YES YES
Invoice - Acquisition unit names YES YES
Invoice - Approved by name YES YES
Invoice - Approved date YES YES
Invoice - Batch group YES YES
Invoice - Bill to NO YES
Invoice - Cancellation note YES YES
Invoice - Check subscription overlap YES YES
Invoice - Created date YES YES
Invoice - Currency YES YES
Invoice - Enclosure needed YES YES
Invoice - Exchange rate YES YES
Invoice - Export to accounting YES YES
Invoice - Fiscal year YES YES
Invoice - Folio invoice number YES YES
Invoice - Invoice date YES YES
Invoice - Note YES YES
Invoice - Payment date YES YES
Invoice - Payment due YES YES
Invoice - Payment method YES YES
Invoice - Source YES YES
Invoice - Status YES YES
Invoice - Sub-total YES YES
Invoice - Tags NO YES
Invoice - Terms YES YES
Invoice - Total adjustments YES YES
Invoice - Total calculated amount YES YES
Invoice - Total units NO YES
Invoice - Updated date YES YES
Invoice - UUID YES YES
Invoice - Vendor invoice number YES YES
Invoice - Vendor name YES YES
Invoice - Voucher number YES YES
Fund - Acquisition unit names YES YES
Fund - Code YES YES
Fund - Created date YES YES
Fund - Description YES YES
Fund - Donor organizations YES YES
Fund - External account number YES YES
Fund - Locations NO YES
Fund - Name YES YES
Fund - Restrict by locations YES YES
Fund - Status YES YES
Fund - Tags NO YES
Fund - Transfer from YES YES
Fund - Transfer to YES YES
Fund - Updated date YES YES
Fund - UUID YES YES
Fund - Version YES YES
Fund type - Type YES YES
Ledger - Acquisition unit names YES YES
Ledger - Code YES YES
Ledger - Created date YES YES
Ledger - Currency YES YES
Ledger - Description YES YES
Ledger - Fiscal year one YES YES
Ledger - Name YES YES
Ledger - Restrict encumbrance YES YES
Ledger - Restrict expenditures YES YES
Ledger - Status YES YES
Ledger - Updated date YES YES
Ledger - UUID YES YES
Ledger - Version YES YES
Organization - Code YES YES
Organization - EDI vendor code YES YES
Organization - EDI vendor type YES YES
Organization - Is donor YES YES
Organization - Is vendor YES YES
Organization - Name YES YES
Organization - Status YES YES
Organization - UUID YES YES

Vouchers

Field name in Lists app Can use to build query in UI? Option to show as column heading in UI?
Voucher - Account number YES YES
Voucher - Accounting code YES YES
Voucher - Acquisition unit names YES YES
Voucher - Batch group YES YES
Voucher - Created date YES YES
Voucher - Disbursement amount YES YES
Voucher - Disbursement date YES YES
Voucher - Disbursement number YES YES
Voucher - Enclosure needed YES YES
Voucher - Exchange rate YES YES
Voucher - Export to accounting YES YES
Voucher - Invoice currency YES YES
Voucher - Status YES YES
Voucher - System currency YES YES
Voucher - Total YES YES
Voucher - Type YES YES
Voucher - Updated date YES YES
Voucher - UUID YES YES
Voucher - Voucher date YES YES
Voucher - Voucher number YES YES
Vendor - Code YES YES
Vendor - EDI vendor code YES YES
Vendor - EDI vendor type YES YES
Vendor - Is donor YES YES
Vendor - Is vendor YES YES
Vendor - Name YES YES
Vendor - Status YES YES
Vendor - UUID YES YES

View a list

To view a list, open the Lists app. A list of Lists is displayed in the Lists pane. Select a list to view by highlighting and clicking on it. The selected list opens in a new window.

Filters

The selection of lists in the Lists pane can be narrowed by applying filters. The following filters are available:

  • Status

    • Active. An active list contains a query and a resulting record set.
    • Inactive. An inactive list contains a query but no record set.

  • Visibility

    • Shared:. Shared lists can be accessed by all users with permissions to the Lists app in this organization.
    • Private. Private lists can only be accessed by the user logged in.

  • Record Types. See Supported fields by record type above for more information.

List information

The List information section displays details about the list.

  • Record last updated: Source of last update of list.
  • Record created: Date, time, and source of list creation.
  • List name: Title of the list
  • Description: A description of the list. This criteria is optional.
  • Record type: Record type used to create the list.
  • Visibility: Shared or Private.
  • Status: Active or Inactive.
  • Source: Username or FOLIO account used to create the list.

Query

The Query section of the list displays the query string used to retrieve the record set. It also displays the number of records in the record set and a preview of the first 100 records in the record set.

Field headings

In a list, the fields for the record set display as column headings. Customize the display of column headings in the record set by checking or unchecking the field(s) in Actions > Show columns as appropriate. See Supported fields by record type above for more information about the available column headings for each record type.

To view the refreshed list, click Actions > Refresh List and click the View updated list link in the confirmation message.

Create a list

A new list must have List information and a Query assigned to establish the record set for the list. A Test query must be performed before the query can be run and saved.

List information

To add list details for a new list:

  1. In the Lists pane, click on New.
  2. In the New List modal, add the List name and Description.
  3. Select the appropriate Record type for the list.
  4. Select the appropriate Visibility setting for the list: Shared or Private.
  5. Select the appropriate Status setting for the list: Active or Inactive.

Build a query

The Build query function in the Lists app allows the user to build a query for the selected record type. The query string populates in the Query field as the query is built.

To set criteria and build a query for new list, follow these steps:

  1. Click the Build query button to open the Build query window.
  2. Select the Record type for the query.
  3. Select a Field from the Filter options list drop-down menu. The Fields available for selection are based on the Record Type. See Supported fields by List record type for more information.
  4. Select an Operator from the Select operator drop-down list. The operators available for selection are based on the selected Field.
Operator Meaning
equals Field equals selected or input value.
not equal to Field does not equal selected or input value.
contains Field (with a single value) contains characters that match the selected or input value.
contains all Field (that can contain multiple values) matches all selected or input values.
contains any Field (that can contain multiple values) matches any selected or input values.
not contains all Field (that can contain multiple values) does not contain all selected or input values.
not contains any Field (that can contain multiple values) does not contain any selected or input values.
in Field (with a single value) matches any selected or input values.
not in Field (with a single value) matches none of selected or input values.
starts with Field starts with selected or input value.
is greater than Field is greater than the selected or input value.
is less than Field is less than the selected or input value.
is greater than or equal to Field is greater than or equal to the selected or input value.
is less than or equal to Field is less than or equal to the selected or input value.
is null/empty Field is null or has an empty value; the field does not contain any data.

See Querying Lists / FQM - operators, datatypes, examples for more information about Operators.

  1. Select a Value from the Select value drop-down list. The Values available for selection are based on the Record Type and Field.
  2. Click on the + icon to add additional lines to the query; Click on the trash can icon to delete a line from the query.
  3. Test query is required whenever building a query for a new list. Click the Test query button to test the query. The total number of records retrieved and a preview of the first 100 records in the record set displays.
  4. Click Run query & save. If saved successfully, a (Name of List) saved successfully message appears momentarily. Once the query is completed, a Refresh complete with (number of) records: View updated list displays at the top of the window.
  5. Click the View updated list link in the confirmation message to view the record set in the list.
  6. In a list, the fields of the record type display as column headings. The default display of column headings is based on the record type assigned to the list. Customize the display of column headings in the record set by checking or unchecking the field(s) in Actions > Show columns as appropriate for the selected record type. See Supported fields by record type for column heading options.

Update a record set in a list

The record set in a list is static, but the metadata of each record is updated in near real-time. If modification is made to a record outside of the Lists app, the record remains in the record set of the list. The updated record can be viewed by refreshing the list.

To refresh or update the record set in a list:

  1. Click Actions > Refresh list. The system will re-run the query. A Refresh complete with (number of) records confirmation message appears at the top of the screen.
  2. Click the View updated list link in the confirmation message to view the updated record set in the list.

Edit a list

To edit the List information in a list:

  1. Select the list in the Lists pane. The list opens a new window.
  2. Click Actions > Edit List.
  3. In the List information section, edit the List name, Description, Visibility, and/or Status fields as appropriate.
  4. Click Save. A List ListTitle was saved confirmation message will appear in the lower right corner of the screen.

To edit the Query in a list, follow these steps:

  1. Select the list in the Lists pane. The list opens a new window.
  2. Click Actions > Edit List.
  3. Open the Query accordion, if necessary, and click Edit query. Make changes to Field, Operator, and/or Value as appropriate. The Query field displays a preview of the query as it is edited.
  4. If necessary, click on the + icon to add additional rows to the query or click on the trash can icon to delete rows from the query.
  5. Test query is required whenever editing a query in an existing list. Click the Test query button to test the query. The total number of records retrieved and a preview of the first 100 records in the record set displays.
  6. Click the Run query & save button. A confirmation message, List ListTitle was saved will appear in the lower right corner of the screen.

Duplicate a list

To duplicate a list:

  1. Select the list from the Lists pane. The selected list will open in a new window.
  2. Click Actions > Duplicate List. If duplicating the list without making any changes, click Save. A confirmation message, List Original List Name - copy was saved appears in the lower right corner of the screen.
  3. Edit the List name, Description (optional), or change Visibility and Status, if appropriate.
  4. Edit the query, if appropriate, by clicking the Edit query button.
  5. Make changes to Field, Operator, and/or Value. The Query field displays a preview of the query string as it is edited. If necessary, click on the + icon to add additional rows to the query; click on the trash can icon to delete rows from the query.
  6. Click the Test query button to see how many records are returned and to preview the record set of the list. Test query is required when editing the query of a list before the new query can be run and saved.
  7. Click the Run query & save button. A confirmation message, List DuplicateListName) was saved will appear in the lower right corner of the screen.

Delete a list

To delete a list:

  1. Select the list from the Lists pane. The selected list will open in a new window.
  2. Click Actions > Delete List.
  3. A confirmation modal appears: Are you sure you want to delete the list ListTitle?
  4. Click the Delete button to delete the list.

Export a list

A list can be exported from the Lists app and downloaded as a .csv file.

To export a list with selected column headings as a .csv file:

  1. Select the list from the Lists pane. The selected list will open in a new window.
  2. Click the Actions button. Select or deselect the column headings to display in your exported file. The column headings available depend on the record type of the list. See Supported fields by record type for more information on available column headings.
  3. Click Actions > Export selected columns (CSV) to download the list as a .csv file. When successfully completed, an Exported list … confirmation message appears in the bottom right corner of the screen.
  4. Depending on your browser settings, the exported list may be automatically saved in your Downloads folder.

To export a list with all column headings as a .csv file:

  1. Select the list from the Lists pane. The selected list will open in a new window.
  2. Click Actions > Export all columns (CSV) to download the list as a .csv file. When successfully completed, an Exported list … confirmation message appears in the bottom right corner of the screen.
  3. Depending on your browser settings, the exported list may be automatically saved in your Downloads folder.
Last modified July 11, 2026