Design List

The Design List View is the fourth stepper in Form Designer. A form list page will be generated dynamically for every form designed in the Form Designer. It allows you to configure the various properties of the list page.  The list page will have visual cues, icons, color coding to differentiate and to identify the different type of records. It includes filters, views, grids and so on. The listed records will have clear and concise description.

Let’s explore the following use-case.

Configure Design List View Page

To configure the Design List View page, perform the following steps:

1. Navigate to Design Studio > Form Designer.

After configuring the first three steppers General, Design Form and Sequence Generator, the Design List View tab gets enabled for a new form. You can directly navigate to the Design List View tab for an existing form. A sample screenshot is shown below:

Figure: Design List View

The following table contains a brief description on the Design List View screen fields.

Actions

The Design List View page will have following Actions:

• Bulk Update

• Bulk Approval

• Bulk Export

• Bulk Import

Click on Click Here hyperlink, the Configure Actions popup is displayed.

Properties
Display Actions in List Page - If selected, the actions will be displayed in the list page also.

Actions

• Bulk Update - The bulk update feature is a critical capability that allows Analysts to modify multiple incidents, SRs, or other records. This feature is available across all modules such as Incident, Service Request, Problem, Change, Knowledge, and Asset Management. It is helpful in quick and consistent updates for a large volume of records, thereby improving operation efficiency and quality.
  Let's explore the following use-case.

To bulk update the records, perform the following steps:

Drag and drop the Bulk Update to the right panel either under Quick Action or Other Action. Click Configure, the Bulk Update popup is displayed.

Once the Bulk Update configuration is submitted, the Bulk Update icon appears for the consumer.  A sample screenshot is shown below:

Figure: Bulk Update - Consumer View

For End User, Bulk Update icon will be available either under Quick Actions or Others, based on the configuration done by the {{variable.Role - Application Designer}}. 

As you keep selecting records for bulk approval, the count gets displayed along with Bulk Update icon.

Click on Bulk Update icon after selecting the required records. It provides two options Bulk Update and View History.

Click Bulk Update. The Bulk Update popup is displayed. 

Figure: Bulk Update - popup

The following table contains a brief description on the Bulk Update popup.

After entering the required field values, click Apply. Bulk Update is done for the selected records and the system displays the following message.

Figure: Bulk Update Success

The End User can view the detailed history of bulk updates done using View History.

Click View History. The Bulk Update History popup is displayed.

Figure: Bulk Update History

The following table contains a brief description on the Bulk Update History popup.

• Bulk Approval - Bulk Approval action will allow the Approver to bulk approve the records on the list page. If Bulk Approval action is not configured from Producer end by Application Designer, the consumer (Approver) will not get the option for bulk approval.
  
  Let's explore the following use-case.

  User Persona  {{variable.Role - Application Designer}}	Solution
  Sam, the {{variable.Role - Application Designer}} wants to create an interface for their application that allows an Approver to approve the status of all Service Requests in one go. As there are SRs from the same Workgroup which all should be approved. The Approver does not want to do it one by one and wants to perform this activity in one go to apply updates uniformly across all selected SRs.	To achieve this functionality, Sam will configure the Bulk Approve utility under Form Actions for the Tenant as Information Technology. It allows the Approver to approve all selected multiple SRs quickly in one go.

  Drag and drop the Bulk Approval to the right panel either under Quick Action or Other Action. Click Configure, the Bulk Approval popup is displayed.

Figure: Bulk Approval

The following table contains a brief description on the Bulk Approval popup.

For End User, Bulk Approval icon will be available either under Quick Actions or Others, based on the configuration done by the {{variable.Role - Application Designer}}. 

Approver will only be able to view the Bulk Approval option if at least one of the transaction records has approval action required or configured. As you keep selecting records for bulk approval, the count gets displayed along with Bulk Approval icon.

Click on Bulk Approval icon after selecting the required records. The Bulk Approval pop up is displayed.

Figure - Bulk Approval - Popup

The following table contains a brief description of Bulk Approval pop-up fields.

After selecting Approval status and remarks, click Submit to proceed further and you will get a successful bulk approval or rejection message. 

All records will not be available for the Bulk Approval action. The check box for the records which can not be selected for Bulk Approval will be disabled. 

The records with one of the following conditions will be disabled for Bulk Approval.

• Records without any Workflow

• Records with Workflow, where Approver name is different from the logged-in user.
  For Example: The Approver Name in the Workflow is mentioned as Kevin, however the logged in user is Sam. In this case, the record will be disabled for the Bulk Approval action.

• Records with mandatory field configuration based on the Approval Type.
  This means that when certain fields are dependent on the approval Type Status, they need to meet certain criteria before being selected for Bulk Approval. System displays the validation error as shown in the following screenshot.
  

  

  Figure: Bulk Approval - Mandatory Configuration Validation
  

• Export - The Export action facilitates the data sharing between different teams or external partners. It allows you to manage the data efficiently and accurately. It supports the file formats such as CSV and Excel.

  • Configuration - Click Configuration, the Export popup is displayed.
    

    

    Figure: Export Popup

    • Export to Excel - If selected then the records will get exported in excel format. By default, Export to Excel is selected.

    • Export to PDF - If selected then the records will get exported in PDF format.

  • Rename - Click Rename to rename the Export action name.

  • Remove from action - Click Remove from action to remove Export as an action from the Action panel.

Once the Export configuration is submitted, the Export Action appears with green color line. Drag and drop the action from the right panel to left panel. 

• Import - The import utility allows uploading data from external sources into the Apex platform. It allows the Administrator to import the template of any Admin Form and use the values in another Admin Form. It is time-saving and a quick way for the implementation team to upload the values.
  Let's explore the following use-case.

  User Persona  {{variable.Role - Application Designer}}	Solution
  Sam, the {{variable.Role - Application Designer}} wants to create an interface for their application that allows to download the and import the template for an Admin Form. It should save the time and the manual efforts for an Administrator to add the values in the Admin Form again and again.	To achieve this functionality, Sam will configure the Import utility under Form Actions. It allows the Administrator to download the template either in Excel or CSV format and then to upload this file to import the required values in the Admin Form.

  
  To configure the Import icon on the list page, perform the following steps:
  Drag and drop the Import to the right panel either under Quick Action or Other Action. Click Configure, the Import popup is displayed.
  

  

  Figure: Import Popup
  
  The following table contains a brief description on Import popup.

  Field Name	Description
  General
  Tooltip	Specify the content that will be displayed in the tooltip on mouse hover. This content is often crisp and concise, providing supplementary information about the Import UI element.
  Icon	Select the icon that should appear for Bulk Approval on the list page. Click onicon. The Icons List pop-up is displayed. Screenshot

  Specify the Tooltip and select the required icon. Click Submit. The Import icon will be available for the Administrators on the List page. A sample screenshot is shown below:
  

  

  Figure: Import Icon - Consumer End
  For End User, Import icon will be available either under Quick Actions or Others, based on the configuration done by the {{variable.Role - Application Designer}}. Click on Import  icon  to import the template. It provides two options Upload File and View History.
  

  

  Figure: Import - Upload File
  
  Click Upload File. The Import Records popup is displayed.

  

  Figure: Import Records
  
  The following table contains a brief description on the Import Records popup.

  Field Name	Description
  Tenant	Select the required Tenant from the drop-down list for which the Import icon has to be displayed.
  Download Template as	Select the format in which the template has to be downloaded. Available options are: Excel CSV

  Click Download.
  

  

  Figure: Save File
  
  The success message is displayed after the template is downloaded.

  

  Figure: Success Message
  Click Next. Upload the downloaded file under Upload Data stepper either by clicking Upload File or using the Drag and Drop option.
  

  

  Figure: Upload Data
  

  

  Figure: Open Dialog Box
  Upload the downloaded file.

  

  Figure: Upload File
  
  Click Submit. The import process is started and a confirmation message is displayed.

  

  Figure: Confirmation Message
  
  The End User can view the detailed history of bulk updates done using View History.
  Click View History. The View History popup is displayed.

  

  Figure: View History
  The following table contains a brief description of the View History popup.

• Quick Actions - Drag and drop the required actions as to be displayed as quick actions on the top of the list page. You can add maximum 3 actions as quick actions.

•  Other Actions - Drag and drop the required actions as to be displayed under Actions Panel on the list page.

Sub Form List View - Consumer End

The end user can click the respective category type and can further navigate to open the required sub form.

For Example: To open the sub form named New Email Account Creation, the end user needs to navigate to Category > Services > Email Services as shown in the below sample screenshot.

Figure: Sub Forms Navigation

Once the end user clicks New Email Account Creation, it opens up the Sub Form for the end user to filled up. The submitted request gets added to the Service Request list. 

Click New on the respective list page to open the list of catalogs (Sub Forms). A sample screenshot is shown below: 

For Example: Click New on Service Request list page to display all catalogs for Service Request module. A sample screenshot is shown below:

Figure: Sub Forms

Select the required Tenant from the Tenant drop-down. 

For Example: If you select the Tenant as Human Resources, it displays all catalogs (Sub Forms) for the Human Resources Tenant of Service Request module, A sample screenshot is shown below:

Figure: Tenant wise Sub Forms List

The Category option includes all Sub Forms configured under the selected Tenant of the module. 

Figure: Category

Click  to expand the tree view of the Category option. A sample screenshot is shown below:

To view the Sub Forms based on Requestor, select the required Requestor from the drop-down on Sub Forms list page. the Requestor drop-down displays the Requestors from the logged-in users subdomain. It will allow the End User to raise an SR on behalf of the other Requestors. A sample screenshot is shown below:

Figure: Requestor wise Sub Forms List 

By default, the logged in user gets displayed in Requestor drop-down. 

If you have logged in as Admin, the Requestor drop-down displays Admin, by default. A sample screenshot is shown below:

Figure: Default Logged in User as Requestor 

You can view the Requestors based on the type characters in the Search box. A sample screenshot is shown below:

Figure: Search Requestor

The following table contains a brief description on the Bulk Update History popup.