> ## Documentation Index
> Fetch the complete documentation index at: https://support.affinity.co/llms.txt
> Use this file to discover all available pages before exploring further.
# Lists in Affinity — Open Beta Guide
> A guide to the new Lists experience in Affinity: what's available now, what's coming, and where to learn each capability.
**Reference** — comprehensive feature documentation.
**Open Beta.** The feature set is still evolving. Check the **"What's new and what's coming"** table below for the latest availability — we'll update this guide as features ship.
## What is new Lists?
New Lists is a completely reimagined experience for managing your pipeline, relationships, and opportunities in Affinity. Built from the ground up with modern technology, new Lists brings you powerful new capabilities like advanced filtering with AND/OR logic, seamless saved views that preserve your filters and sorts, lightning-fast performance, and intuitive workflows that help you work more efficiently.
**Why we built new Lists:**
* **More powerful filtering** — combine conditions with AND/OR logic, use advanced operators, and create sophisticated queries
* **Better performance** — faster loading, smoother scrolling, and more responsive interactions
* **Modern workflows** — intuitive editing, improved search, and streamlined data management
* **Foundation for the future** — enables AI features, automation, and capabilities not possible in Classic Lists
### What's New (release: June 2026)
**We've added 8 essential list, field, and record management capabilities to the New Lists experience.** These updates bring New Lists closer to parity with the classic experience, letting you manage your lists without switching back and forth.
#### **List Management**
**Rename list** - Click the list name in the header to edit directly, or use List options > Rename list. Changes save automatically and sync across all views.
**Delete list** - Permanently remove a list along with all its views and list-specific fields via List options > Delete list. Deletion requires acknowledgment and cannot be undone.
**Duplicate list** - Create a copy of your list with options to include views and carry over sharing permissions. Choose whether to start with a blank list or bring along your existing views.
**Favorite list** - Mark lists as favorites with the star control (now on the right side of the toolbar). Favorited lists appear in your navigation sidebar for quick access.
#### **Field Management**
**Create dropdown and ranked dropdown fields** - Add dropdown fields from three entry points: Customize > New Field, Insert Column Left/Right, or the plus button. Configure single/multi-select, choose list-specific or global scope, and define options with custom ordering. Ranked dropdowns include color options.
**Manage dropdown options** - Edit existing dropdown and ranked dropdown fields directly from the column header. Add, rename, delete, and reorder options. Changes to global fields affect all lists using that field.
**Manage status options** - Edit your list's status field via List options > Edit status or the status column header. Add, rename, and organize status options across categories (including on-hold).
#### **Record Management**
**Remove record from list** - Open the 3-dot menu on any row and select Remove from list. Records are removed immediately with an Undo option in the success notification (no confirmation modal required).
## What's coming
| Feature Category | Available Now (June 2026) | Coming Soon |
| :------------------------ | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | :------------------------------------------------------------------------------------------------------------------------ |
| Data Viewing | ✅ Enhanced field display
✅ 2 Enrichment styles | 🔵 New board view with support for advanced filtering, sorting, and searching |
| Editing | ✅ One-click cell editing
✅ Keyboard navigation
✅ Number/date shortcuts
✅ Copy/paste | 🔵 Create dropdown, ranked dropdown, status options inline within a cell
🔵 Create new entities inline within a cell |
| Filtering | ✅ All fields filterable
✅ Boolean logic (AND/OR)
✅ Advanced operators
✅ Filter grouping | |
| Sorting | ✅ Up to 5 sort levels
✅ More sortable fields | |
| Search | ✅ Find in View | |
| Record Management | ✅ Enhanced search when adding
✅ Duplicate detection when adding
✅ Required Fields when adding
✅ Triggers support when adding
✅ **\[NEW]** Remove record from list | 🔵 Faster entity creation
🔵 Entity creation within lists |
| Saved Views | ✅ Save views
✅ Duplicate views | 🔵 Pinning views
🔵 Favoriting views
🔵 Renaming views
🔵 Creating new views |
| Board and Dashboard Views | | 🔵 View and edit within the new board view |
| List Management | ✅ **\[NEW]** Rename list
✅ **\[NEW]** Delete list
✅ **\[NEW]** Duplicate list
✅ **\[NEW]** Favorite list | |
| Data Transfer | | 🔵 Export to CSV |
| Field Management | ✅ Field creation and editing
✅ **\[NEW]** Manage dropdown options
✅ **\[NEW]** Manage ranked dropdown options
✅ **\[NEW]** Manage status options | |
| Platform | ✅ Affinity Analytics support
✅ Directories support | |
**Legend:** ✅ Available now · 🔵 Coming soon
## Feature tutorials
### Modern look
### Getting things done fast
### More powerful filtering
***
## Get started with new Lists
### New to Lists in Affinity?
**Start here:**
1. Read: [Saved Views in New Lists Reference](/s/article/Saved-views-in-new-lists-reference) — understand how to organize and save your data views.
2. Read: [How to filter and sort in new Lists](/s/article/How-to-filter-sort-columns-within-a-list) — learn to find exactly what you need.
3. Try: Open your first List and create a saved view for your weekly pipeline review.
**Then explore:**
* [How to add entries to new Lists](/s/article/How-to-add-entries-to-new-lists) — build your pipeline
* [How to create and delete fields in new Lists](/s/article/How-to-create-and-delete-fields-in-new-lists) — manage the fields available
* [How to edit fields in new Lists](/s/article/How-to-edit-fields-in-new-lists) — keep data current
* [How to search within new Lists](/s/article/How-to-search-within-new-lists) — find entries quickly
### Migrating from Classic Lists?
**Start here:**
1. Read: [Saved Views in New Lists Reference](/s/article/Saved-views-in-new-lists-reference) — critical: understand view variants (Linked/Unlinked from Classic).
2. Try: Open your existing saved views in new Lists — they'll work automatically.
3. Explore: [How to filter and sort in new Lists](/s/article/How-to-filter-sort-columns-within-a-list) — try Boolean logic and advanced operators.
4. [Filter/Sort/Operators Reference](/s/article/Filter-sort-operators-reference) - See all new operators available
**Then explore:**
* [How to create and use saved views in new Lists](/s/article/How-to-create-and-use-saved-views-within-a-list) — save your advanced filters
* [How to manage your pipeline efficiently using saved views](/s/article/How-to-manage-your-pipeline-efficiently-using-saved-views) — optimize your workflows
**Key concept:** view variants let you use advanced new Lists features without affecting teammates still using Classic.
### Setting up for your team?
**Start here:**
1. Read: [Add to List and Triggers Reference](/s/article/Add-to-list-and-triggers-reference) — understand automation capabilities.
2. Read: [How to standardize team workflows with shared views](/s/article/How-to-standardize-team-workflows-with-shared-views) — team collaboration strategies.
3. Configure: set up Required Fields and Status Triggers for your process.
**Then explore:**
* [How to enforce documentation at critical deal milestones](/s/article/How-to-enforce-documentation-at-critical-deal-milestones) — Status Triggers workflow
* [How to standardize team workflows with required fields and triggers](/s/article/How-to-standardize-team-workflows-with-required-fields-and-triggers) — team-wide standards
* [How to maintain data quality using saved views](/s/article/How-to-maintain-data-quality-using-saved-views) — audit and hygiene workflows
**Why:** establish team standards, improve collaboration, automate processes.
***
## Workflows with Lists in Affinity
**👤 Best for:** new users, analysts, anyone new to new Lists.
**📘 Essential reading:**
* [Saved Views in New Lists Reference](/s/article/Saved-views-in-new-lists-reference) — understand view variants and how new Lists works
* [How to filter and sort in new Lists](/s/article/How-to-filter-sort-columns-within-a-list) — complete guide to all filtering and sorting capabilities
* [Filter/Sort/Operators Reference](https://support.affinity.co/s/article/Filter-sort-operators-reference)
**🚀 Quick-start guides:**
* [How to search within new Lists](/s/article/How-to-search-within-new-lists) — find entries fast with Find in View
* [How to edit fields in new Lists](/s/article/How-to-edit-fields-in-new-lists) — update data with one-click editing
* [How to create and delete fields in new Lists](/s/article/How-to-create-and-delete-fields-in-new-lists) — manage available fields
* [How to create and use saved views in new Lists](/s/article/How-to-create-and-use-saved-views-within-a-list) — save your configurations
**👤 Best for:** analysts, associates, deal managers, anyone managing active pipeline.
**Complete workflows:**
* [How to manage your pipeline efficiently using saved views](/s/article/How-to-manage-your-pipeline-efficiently-using-saved-views) — build 5-8 views for all pipeline needs
* [How to efficiently update your pipeline after team meetings](/s/article/How-to-efficiently-update-your-pipeline-after-team-meetings) — keyboard-driven batch updates
* [How to identify deals at risk using advanced filtering](/s/article/How-to-identify-deals-at-risk-using-advanced-filtering) — Boolean logic for risk identification
* [How to quickly audit and update stale deals](/s/article/How-to-quickly-audit-and-update-stale-deals-in-your-pipeline) — combine search + editing for maintenance
**Supporting guides:**
* [How to filter and sort in new Lists](/s/article/How-to-filter-sort-columns-within-a-list) — advanced filtering and multi-level sorting
**Features used:** Filters, Sorts, Saved Views, Find in View, Field Editing.
**👤 Best for:** team leads, managers, anyone establishing team standards.
**Complete workflows:**
* [How to standardize team workflows with shared views](/s/article/How-to-standardize-team-workflows-with-shared-views) — create team-wide standard views
* [How to standardize team workflows with required fields and triggers](/s/article/How-to-standardize-team-workflows-with-required-fields-and-triggers) — automate team processes
* [How to enforce documentation at critical deal milestones](/s/article/How-to-enforce-documentation-at-critical-deal-milestones) — Status Triggers for compliance
**Supporting guides:**
* [Add to List and Triggers Reference](/s/article/Add-to-list-and-triggers-reference) — complete automation documentation
* [How to set up Status Triggers](/s/article/How-to-set-up-Status-Triggers) — require fields on status changes
* [How to set up Opportunity Triggers](/s/article/How-to-set-up-Opportunity-Triggers) — auto-create opportunities
* [How to create and use saved views in new Lists](/s/article/How-to-create-and-use-saved-views-within-a-list) — sharing and permissions
**Features used:** Shared Views, Status Triggers, Opportunity Triggers, Required Fields.
**👤 Best for:** operations, admins, CRM managers, data quality leads.
**Complete workflows:**
* [How to maintain data quality using saved views](/s/article/How-to-maintain-data-quality-using-saved-views) — monthly audit routine
* [How to audit data completeness and team performance](/s/article/How-to-audit-data-completeness-and-team-performance) — empty field identification
* [How to quickly audit and update stale deals](/s/article/How-to-quickly-audit-and-update-stale-deals-in-your-pipeline) — find and fix incomplete data
**Supporting guides:**
* [How to filter by empty cells](/s/article/How-to-filter-by-empty-cells) — find missing data
* [How to edit fields in new Lists](/s/article/How-to-edit-fields-in-new-lists) — fill gaps efficiently
* [Saved Views in New Lists Reference](/s/article/Saved-views-in-new-lists-reference) — create audit views
**Features used:** Boolean Filters (empty operators), Saved Views, Field Editing, Find in View.
**👤 Best for:** sourcing teams, analysts capturing leads, anyone processing inbound.
**Complete workflows:**
* [How to automatically create opportunities from qualified leads](/s/article/How-to-automatically-create-opportunities-from-qualified-leads) — Opportunity Triggers setup
* [How to build a qualified pipeline using required fields](/s/article/How-to-build-a-qualified-pipeline-using-required-fields) — data quality at entry
* [How to enrich company profiles after discovery calls](/s/article/How-to-enrich-company-profiles-after-discovery-calls) — systematic enrichment
**Supporting guides:**
* [How to add entries to new Lists](/s/article/How-to-add-entries-to-new-lists) — adding with Required Fields
* [Add to List and Triggers Reference](/s/article/Add-to-list-and-triggers-reference) — complete triggers documentation
* [How to set up Opportunity Triggers](/s/article/How-to-set-up-Opportunity-Triggers) — automation setup
* [How to edit fields in new Lists](/s/article/How-to-edit-fields-in-new-lists) — quick data updates
**Features used:** Add to List, Required Fields, Opportunity Triggers, Field Editing.
**👤 Best for:** sourcing teams, BD professionals, relationship managers.
**Complete workflows:**
* [How to target the right investors using precise criteria](/s/article/How-to-target-the-right-investors-using-precise-criteria) — complex multi-criteria filtering
* [How to build targeted prospect lists with multi-criteria filtering](/s/article/How-to-build-targeted-prospect-lists-with-multi-criteria-filtering) — advanced sourcing
* [How to strengthen key relationships using connection filters](/s/article/How-to-strengthen-key-relationships-using-connection-filters) — relationship-based targeting
* [How to prioritize warm introductions and travel planning](/s/article/How-to-prioritize-warm-introductions-and-travel-planning) — geographic + relationship filters
**Supporting guides:**
* [How to filter and sort within a list](/s/article/How-to-filter-sort-columns-within-a-list) — Boolean logic mastery
* [How to create and use saved views in new Lists](/s/article/How-to-create-and-use-saved-views-within-a-list) — save your targeting criteria
**Features used:** Advanced Filters (Boolean logic), Multi-level Sorts, Saved Views.
**👤 Best for:** anyone with regular meetings, investor relations, portfolio managers.
**Complete workflows:**
* [How to prepare for investor meetings using targeted search](/s/article/How-to-prepare-for-investor-meetings-using-targeted-search) — Find in View for meeting prep
* [How to efficiently update your pipeline after team meetings](/s/article/How-to-efficiently-update-your-pipeline-after-team-meetings) — post-meeting batch updates
**Supporting guides:**
* [How to search within new Lists](/s/article/How-to-search-within-new-lists) — Find in View functionality
* [How to edit fields in new Lists](/s/article/How-to-edit-fields-in-new-lists) — quick updates
* [Saved Views in New Lists Reference](/s/article/Saved-views-in-new-lists-reference) — create meeting prep views
**Features used:** Find in View, Saved Views, Field Editing, Filters.
***
## Complete feature reference library
For deep dives on specific features:
**References (comprehensive documentation):**
* [Saved Views in New Lists Reference](/s/article/Saved-views-in-new-lists-reference) — view variants, permissions, use cases
* [Add to List and Triggers Reference](/s/article/Add-to-list-and-triggers-reference) — automation, Required Fields, triggers
* [Copy/Paste in New Lists Reference](/s/article/Copy-and-paste-in-new-lists-reference) — detailed exploration of spreadsheet functionality in lists
* [Field Creation and Deletion in New Lists Reference](/s/article/Field-creation-and-deletion-in-new-lists-reference)
* [Filter/Sort/Operators Reference](https://support.affinity.co/s/article/Filter-sort-operators-reference)
**All feature guides (A–Z):**
* [How to add entries to new Lists](/s/article/How-to-add-entries-to-new-lists)
* [How to edit fields in new Lists](/s/article/How-to-edit-fields-in-new-lists)
* [How to search within new Lists](/s/article/How-to-search-within-new-lists)
* [How to create and use saved views in new Lists](/s/article/How-to-create-and-use-saved-views-within-a-list)
* [How to create and delete fields in new Lists](/s/article/How-to-create-and-delete-fields-in-new-lists)
* [How to filter and sort in new Lists](/s/article/How-to-filter-sort-columns-within-a-list)
* [How to set up Status Triggers](/s/article/How-to-set-up-Status-Triggers)
* [How to set up Opportunity Triggers](/s/article/How-to-set-up-Opportunity-Triggers)
* [How to filter by empty cells](/s/article/How-to-filter-by-empty-cells)
**👤 Best for:** power users, admins, anyone wanting comprehensive feature understanding.
## Frequently asked questions
Yes. During Open Beta, toggle between them anytime. Data stays synchronized, and view variants preserve your new Lists configurations.
Yes. All views open in new Lists. If you save with new Lists-only features, a variant is created while preserving your Classic version.
Click the toggle in the List header to switch between new and Classic. Set your default preference in Settings.
This is good feedback, and we're looking to improve advanced filtering efficiency.
Board views are not yet available in the new Lists experience. We expect board views to launch in Q2, with advanced filtering for board views added in Q3.
Q2.
We'll look into this addition as we build bulk emailing back in.
This is an unexpected experience. Please send details to [support@affinity.co](mailto:support@affinity.co), so we can look into this for you.
Bulk email isn't yet available in the Beta experience. With this initial release, we focused on the key features to edit and query data, but rest assured, we will bring back bulk email in the coming months. For now, return to the Classic experience via the button in the top right corner to bulk email from your list. The list of features available and what's coming is in the table above, and will be updated regularly.
This isn't currently planned, but it's an area we're exploring for future development.
Not at the moment, but that functionality will be coming in a future release.
Opportunities lists are available today. If there's particular functionality you're looking for, please share your feedback with your CSM.
Yes. All data changes (e.g. entry additions and value edits) will remain consistent across the two experiences.
We expect the legacy views to be available in Q2 and to add advanced filtering to board views in Q3.
We'd like to better understand your specific use case. Please share details with your CSM so we can provide guidance tailored to your workflow.
This is good feedback, and something we're considering. We don't have a timeline for this addition, but it is helpful to see the specific use case.
No. The templates are designed to help with initial setup by providing preset default views and pre-made columns, but once you've customized a list to fit your workflow, it's just as effective as any template. You don't need to migrate to a new list.
Hover over the list name in the header and click to edit directly, or use List options > Rename list. Changes save automatically and update across all views and navigation. Note: Renaming may not immediately update in the Favorites sidebar - refresh the page to see updated name.
Go to List options > Delete list. You'll be asked to confirm that you want to permanently delete the list, all its views, and all list-specific fields. Deletion is PERMANENT and cannot be undone. The list is removed immediately after confirmation.
**Important:** Make sure you want to delete before confirming - there is no recovery option.
Go to List options > Duplicate list. You'll see three options:
1. **No views** - Creates a blank copy of the list with all fields but no saved views
2. **With views** - Copies the list and all its saved views
3. **With views + permissions** - Copies list, views, AND sharing permissions from the original
Enter a name for the duplicated list and click Create. The new list appears in your navigation with all custom fields, dropdown options, and triggers from the original.
**Use this for:** Creating similar lists without manual setup, splitting pipeline into different segments, creating team-specific copies.
Click the star icon on the right side of the list toolbar to favorite or unfavorite. Favorited lists appear in your navigation sidebar under "Favorites" for quick access. The star toggles on (filled) when favorited and off (outline) when not.
**Note:** The favorite control is on the RIGHT side in New Lists (moved from left in Classic for better UX).
Click the dropdown field's column header, then select **Edit field**. You can:
* Add new options (type name and press Enter)
* Rename existing options
* Reorder options (drag and drop)
* Delete options (note: deleting clears values in cells using that option)
Changes to global dropdown fields affect ALL lists using that field. Changes to list-specific dropdowns only affect the current list.
**Important:** After first creating a dropdown field, you may need to reload the page before the Edit field option appears (known issue).
Click the three-dot menu on any row and select **Remove from list**. The record is removed immediately with an Undo option in the success notification (no confirmation modal). The record still exists in Affinity - it's just no longer on this list.
**Note:** Users with view-only permissions won't see the remove option.
We are first focused on ensuring that all of the features you know and love are available in new Lists, and that your experience is better in the new experience. With this in mind, we expect this new experience to be the default for all customers mid-year, and for the Classic experience to be sunsetted at the end of the year.
Use the in-app feedback button or email [support@affinity.co](mailto:support@affinity.co) with what you were doing, what happened, screenshots, and your browser.