Use the following steps to create and connect to a List:
- Open the Lists tab
- Click on New list to create a list

- Select List from MS Access Tables
- Click Next

- Click the browse button on the right-hand side of the field to open the Browse window
- Locate your Access Database and select it
- Click Open

Once you have your Database connected and populating the Lists Tab
- Go into the Advanced properties of an item by right-clicking on the item you want to connect your database to and going to Properties then clicking Advanced


- Select the property inside of the item you want to edit and double click on it (this property is usually either Name or Item #, something that will uniquely identify the item in your list that you're trying to select).
- In the Edit Property, which is made accessible by adding a property, you will want to have your list for the drop-down menu:

- Next, you are going to add properties for each drop-down item listed. Here, you'll want to have the price for each item, so that if you choose an item from the drop-down, it will change the numbering in your "Cost Each" property (we'll get to that in a second).

- Once you have selected the table of your Access DB that you want to use, you can proceed to tell it what columns you want to be viewable and which properties to set. The resulting column will represent what the property you are currently editing will show, and if you have any additional columns with the same name as the item's properties you can choose to have those set as well.
This is how you would set up and connect an Access List in PlanSwift. Please keep in mind all properties in use for this document are being used for example purposes.
Lists Tab - Properties | Key Features of the Templates Tab ![]() |
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Lists Tab - Properties