Designing List Views

What are List Views used for?

The main uses for List Views are:

• Listing records of Business Processes (for example Incidents or Actions), so users can view or select them.
• But they are also used in "Component Lookups", which are needed to allow users to select related records from within a Business Process.
  The most common examples would be to select
  • as a List View: a Person (e.g. "Action was assigned by")
  • as a Tree View: a Department (e.g. "Which Department is responsible")?

What is required to define a List View?

List views are a tool to list, and quickly find records. Before defining a List View, you will need to decide:

• Which information needs to be shown in the list. Or, in other words, which fields need to be shown in the columns?
• By which column should the information be ordered?
• What kind of filter, if any, needs to be applied to the List View? Examples could be:
  • All Actions
  • All Open Actions
  • Open Actions which are assigned to me
• Who has access to this List View?
• And finally: you will need to add the List View to the Menu via the Menu Designer