Configuring List Views

August 5th, 2026

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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 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. This opens the Add new list view blade.

The blade is initially filtered to display the Common Providers.
Either select one of these most commonly used providers, or switch the All Providers filter on:
Use the filter field to enter the name of the provider to search, or open the provider categories to find the one you want to use.
Enter the list details—the title and a unique system name are mandatory, and the description and an icon are optional.
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.
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.
Leaving the default details and filters empty creates a simple Default view. Make changes as needed then click Apply to create the view.
Click Apply again to return to the Add new list view blade.
Click Columns in the menu bar to set up the columns to show in the list view.

See List View Column Properties for more details.
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.
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.
Complete the List View settings, then click Save and Close.

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

Adding data composer fields as columns

Configurators can add data composer fields as columns in a list view. Each field is resolved at query time for the row being displayed, using the work type chosen during configuration. This avoids the previous workaround of using workflow to write data composer values into form fields that the list view then read.
This option is supported only on list views that use the sharedo-elastic provider.

Before you start

The list view must use the sharedo-elastic provider.
You need access to Modeller > Forms and Views > List Views.
Familiarity with data composer field paths is helpful. See Data Composer for an introduction.

Sorting and filtering limitations

Sorting and filtering are not supported on data composer field columns. Configure these columns when query-time display is enough and the field does not need to drive list ordering or filtering. Sorting and filtering support is planned for a future release.

Add a data composer field

Open the Manage List View blade for the list view you want to edit.
Scroll to the Additional Columns section.
Select which work type to use for field resolution in the Representative Entity Type section at the bottom.
Under Data composer fields, select + Add field.
Select the data composer field to add, then click the Add button to confirm.
Set a unique Field Name for the field.
To add more fields, select Add field again and repeat steps 4 to 6.
Select Save to save the list view.

The field is now available in the Columns blade and can be added to the list view scope.

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.

Choose List Scope

Choose List Display Mode

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. This opens the Add new list view blade.

The blade is initially filtered to display the Common Providers.
Either select one of these most commonly used providers, or switch the All Providers filter on:
Use the filter field to enter the name of the provider to search, or open the provider categories to find the one you want to use.
Enter the list details—the title and a unique system name are mandatory, and the description and an icon are optional.
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.
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.
Leaving the default details and filters empty creates a simple Default view. Make changes as needed then click Apply to create the view.
Click Apply again to return to the Add new list view blade.
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.
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.
Complete the List View settings, then click Save and Close.

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

Adding data composer fields as columns

Before you start

The list view must use the sharedo-elastic provider.
You need access to Modeller > Forms and Views > List Views.
Familiarity with data composer field paths is helpful. See Data Composer for an introduction.

Sorting and filtering limitations

Add a data composer field

Open the Manage List View blade for the list view you want to edit.
Scroll to the Additional Columns section.
Select which work type to use for field resolution in the Representative Entity Type section at the bottom.
Under Data composer fields, select + Add field.
Select the data composer field to add, then click the Add button to confirm.
Set a unique Field Name for the field.
To add more fields, select Add field again and repeat steps 4 to 6.
Select Save to save the list view.

The field is now available in the Columns blade and can be added to the list view scope.

Add the field as a visible column

Open the Columns blade for the list view.
Select the data composer field from the available columns and add it to the bound columns.
Edit the column properties:
- Column Title and Icon: the column header text and icon that end-users see.
- Display order: the position of the column in the list.
- Format: choose a formatter that matches the data type, for example, Text, Date, Number, or Currency.
Select Apply, then Save and Close to save the list view.

The new column displays for the configured list view in the Portal or Workbench.

Behaviour at runtime

Values are calculated when the list query runs, so each row reflects current data without requiring a supporting workflow.
Empty results render as blank cells. The cell does not display an error.
Multiple data composer columns can be used in the same list view, alongside standard attribute columns.
When an end-user exports the list to Excel or CSV, data composer columns are included in the export.

List View Quick Filters and Views

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.

Quick Filters are only available to work item providers.

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.

Logical OR filter

You can add a logical OR filter to a list view by adding the terms separated by a comma. For example, to add a filter where the tag is either ‘Hearing’ or ‘Reports’, add the terms with a comma between them, as in the image below. Note that the terms must match the tags exactly, i.e., the same capitalisation.

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