Overview

When configuring both workbenches and work type portals, you will typically configure many lists of items and searches to make your users' experience of the system better.

Within the list view modeller, you define both the query parameters and the columns to be displayed. When configuring a list on a portal, you can specify additional attributes such as the list view scope and others.

Choose List Scope

On the List View widget, you can select an existing list scope and edit it. Clicking Edit scope opens the Edit list view blade. This blade is also found when editing List View scopes, which are found at Modeller > Forms and Views > List Views. You can add a new List View from that page.

Choose List Display Mode

When choosing a view type for the list, you can choose Table list or various Card views. From ShareDo version 7.9, you can select a Card view - custom template. This custom template is configured in the IDE, where you add the List View Custom Template scaffold component to create a default card and edit it to your liking.

Hide column totals

This toggle shows or hides the totals row that appears when any totals (available on certain numerical columns) are configured in the list view scope.

Expand Groups

If the List View Grouping global feature is enabled, this toggle sets whether groups are expanded by default. See below for more information.

Add a New List View

To add a new List View, navigate to Modeller > Forms and Views > List Views and click the +New button at the top right. Doing so opens the Add new list view blade.

1. Select the list type you wish to add.
2. Enter the list details—the title and a unique system name are mandatory, and the description and an icon are optional.
3. In the list settings, check the appropriate box if you want users to be able to customise the list and if users can export the list data to Excel/CSV.
4. If you check Allow user customisations, you must create at least one system view. Do this by clicking the Views button in the menu bar. See the section below on configuring views.   
   
5. Leaving the default details and filters empty creates a simple Default view. Make changes as needed then click Apply to create the view.   
   
6. Click Apply again to return to the Add new list view blade.
7. Click Columns in the menu bar to set up the columns to show in the list view.   
     
   If List View Grouping is enabled, you can set which column to group on, provided the column filter is a list of values.
   
   For example, this task list is grouped by priority, with the Low priority task list expanded:
   
   

   Currently, Grouping is only available on development environments, not in production environments. The List View Grouping global feature is listed in the Experimental category. It will be made available in all environments in a future release.

   The visibility of the experimental features in Global Features can be toggled on or off in the Admin > System Settings page under the Environment section.

   

    
   Be sure to set a bound column as the default sort list, then click Apply.
8. If you wish to customise quick filters, click the Quick Filters button in the blade menu bar. See the section below for more details on Quick Filters. 
9. Complete the List View settings, then click Save and Close.

The list view you just created can now be used in the system.

List View Quick Filters and Views

ShareDo List Views have been enhanced in the following ways for configurators:

• Quick Filters can be configured to enable users to easily filter lists on common fields.
• Views can be configured to give users easy access to sets of filters via tabbed buttons.

Configuring Quick Filters

Quick Filters are available from the Manage List View blade, which you can access either through the Modeller or by using the More options menu (burger menu) on any list view.

Enable Quick Filters by adding them from the “Available filters” column. You can also reorder or remove them via corresponding buttons on hover.

Enabled Quick Filters appear when end users click on the filter button.

Configuring System Views

Configurators can combine multiple filters into Views, which are shown as tabs at the top of a list view. These allow end users to quickly switch between common sets of filters.

System Views are available from the Manage List View blade, which you can access through the Modeller, from the Edit List Views blade.

When adding a new View, copy the initial filters from an existing one or start from scratch by using a blank view.

Edit the View’s title, choose which columns to hide, and change the filters as necessary.

Note that system views are visible to all end users and can only be modified by configurators.