- 15 Jul 2024
- 5 Minutes to read
- Print
- PDF
List
- Updated on 15 Jul 2024
- 5 Minutes to read
- Print
- PDF
For every form configured in Form Designer, a list page is generated dynamically. The properties of the list page can be configured from the Form Designer.
Configure List
To Configure List, perform the following steps:
Navigate to Module > Designers > Form Designers > Controls > Advance > List.
Drag and Drop the List on the View Builder.
Hover the cursor over the List control on the View Builder and click gear icon.
Configuring a List consists of various properties such as General Properties, Advance, Appearance, Data Source and Security. Refer to the following to learn more about configuration.
Properties
To configure Properties, perform the following steps:
Configuration screen is displayed.
Enter the appropriate values in the required fields.
Figure: List Properties
Following sections within the Properties tab provides details about the General and Informative fields:Field
Description
General
Label
This field is pre-populated with value named List.
Consumer View of List
Upon Labelling the List in the Form, the consumer will be able to view as displayed in the following image.
Figure: List
Sub Title
Specify the text which you want to display just beneath the Label. You may use it to describe the purpose of the control or the way it should be used.
Sub Title on Incident Form
Customers can view the Sub Title details on the Form.
Figure: List - Sub Title
Informative
Help Text
Provide a Help Text that gives the end users guidance about the Fields.
For example: "Columns from Table such as Notes to Self, Message, Incident details, etc".
Tooltip
Add a tooltip that displays when the user hovers the cursor over the List control field.
Advance
To configure Advance properties, perform the following steps:
Click Advance to Configure advance settings for List page.
Figure: Advance
Select the required options.
For more information on field set refer to the following table:Field
Description
Filter
Simple Filter
If the Application Designer enables Simple Filter, then the consumers will get the following options:
Add Filters
Remove Filters
There would be only AND relationship applicable between filters.
Advance Filter
If the Application Designer enables Advance Filter, then the consumers will get the following options:
Add Filters
Remove Filters
Define “AND” / “OR” relationship between filters
Group multiple filters
Define “AND”/ “OR” relationship between groups
Note
The App Designer can select both Simple Filter and Advanced Filter – In this case, the consumer (Ex: Analyst) would get the option to select the filter type required.
Export Options
Export to Excel
Enable Export to Excel to allow users to Export the Current List page or All the pages on the List.
Export to PDF
Enable Export to PDF to allow users to Export the Current List page or All the pages on the List.
Default Records
Default Records per Page
Select the default records that need to be displayed when the page is loaded. The values range from 5 to 100 having a step size of five values between each other. (Example: 5, 10, 15, 20, etc.)
Pagination Type
Select the type of pagination from the following values. This is used when the number of records exceed the default records per page.
Pagination View: Displays the list in the paginated format such as numbered at the bottom of the list page.
Virtual Scroll: Allows the user to scroll the list page virtually.
Data Source
Data can be obtained from Two sources, API and Table. Selecting either of them will display different configuration fields.
API Data Source Fields
If API is selected as Data Source then, Data Source and Grid View Styles sections are displayed.
Figure: API Data Source Fields
To configure API Data Source for List , refer to API.
Table Data Source Fields
If Table is selected as Data Source then, Data Source and Grid View Styles, Parameters and Form sections are displayed.
Figure: Table Data Source
To configure API Data Source for List , refer to Table.
API Data Source
To configure API Data Source, perform the following steps:
Select API from Data Source dropdown.
Additional fields along with Table such as Origin and Type are displayed.
Figure: API Data Source
The following table, describes the API dependent fields:API Data Source
Description
Table
Select Table from the dropdown, the contains all source tables (Database Tables) from the selected Module.
Origin
Select Origin from the dropdown, following are the options provided.
Cross Origin
Same Origin
Type
Select Type of API from the following options:
Get
Post
Select appropriate Grid View Style options for API Data Source.
The following table, describe the field controls for this section.Grid View Style for API Data Source
Description
Tabular View
Enabling Tabular View will represent the list in Table format. By default, this is always selected.
Tile View
Enabling Tile View will represent list in Tile Format.
Default View
Select Default list view from the dropdown, following are the options:
Table
Tile
Address
Enter API URL in the Address field.
Parameters
Select Parameters from the dropdown.
Label Field
Enter Label Field name.
Value Field
Enter Value in the Field.
Table Data Source
To configure Table Data Source, perform the following steps:
Selecting Table will enable following sections:
Data Source
Grid View Styles
Parameters
Form
Data Source
This section will allow the Application Designer to select Transaction Table from which the data can be obtained dynamically.
Example: Table can be of Manage Incidents, My Incidents etc.
Upon selecting a Table, Field mapping columns are displayed.
Figure: Table Data Source
Following table provides details about Field Description.
Field | Description | ||||||
---|---|---|---|---|---|---|---|
Table | Specifies the name of the Table and this field value is populated based on the Table selected in the Data Source. | ||||||
Fields | Select Column from the Table.
| ||||||
Alias Name | Alias Name is reflected with same as Column Name.
|
Grid View Styles
Select appropriate Grid View Style options for Table Data Source.
Figure: Data Source - Grid View Styles
The following table, describe the field controls for this section.
Grid View for API Data Source | Description |
---|---|
Tabular View | Enabling Tabular View will represent the list in Table format. By default, this is always selected. |
Tile View | Enabling Tile View will represent list in Tile Format. |
Default View | Select Default list view from the dropdown, following are the options:
|
Parameters
Configuration of parameters are done through mapping Fields to Alias Name.
Figure: Parameters - Data Source
Following table provides details about Field Description.
Field | Description | ||||||
---|---|---|---|---|---|---|---|
Table | Specifies the name of the Table and this field value is populated based on the Table selected in the Data Source. | ||||||
Fields | Select Column from the Table. | ||||||
Alias Name | Alias Name is reflected with same as Column Name.
|
Form
The Form section displays on which Form the List is applicable to based on the selected Form the properties of List applies.
Figure: Form - Data Source
The following table provides details about the Field Description:
Field | Description |
---|---|
Form Type | Select Form Type from the dropdown, following the list of options provided.
|
Form | Select Form from the dropdown, based on selected Form Type the list is list is loaded with Forms. |
Click Save, to complete the configuration and return to Form Builder page else click Cancel to discard the configuration.