List View Properties

For the task of ...

I need to ...

(Re-) Naming the List View Name

Update the List Name.

Defining which Form needs to be opened when a User

• Open an existing record from this List View
• Creates a new record from this List View

Select the required Detail Form View:

• The system will offer you a selection of all already existing Forms which have the same Root Component as the current List View.

Defining Filters which shall be applied to this List View.

If you decide to define a Filter, you have the option between:

• Mandatory Filter:
  this filter will always be applied and cannot be disabled by the Users.
• Optional Filter:
  while this filter will be applied every time the User does access this View, Users will have the option to turn off this Filter to access more records.

Should you define BOTH filters, the system will also the Mandatory Filter AND the Optional Filter.

NOTE:
you can only select a Filter from already existing Component Filters.

Mark this List View as part of My Tasks.

For Roam and the Web Application:

• To include this List View in the My Tasks page in Roam, and the My Tasks Dashboard in the web application, select the option Show in Roam.
  

For the Web Application

• To include this List View as part of the Reminders functionality, and also on the My Tasks Dashboard, select the option Show in Reminders Email

Show in Roam:

• When this is ticked the list view will show in the My Tasks section in Roam

Show in Reminder Emails:

• When this is ticked the list view will be included in the Reminders email

Show in Dashboard:

• When this is ticked the list view will show in the 'My Tasks' dashboard in the Web Application

Include this List View on the Location Aware tab in Roam.

Only applies for Roam:

• Select Show in Roam
• Can only be selected when the underlying Root Component is defined to be Location Aware.

Enable this List View as a Tree View

Show as Tree View:

This option only appears when a component has a relationship to itself.

• When this is ticked the list view will be enabled as tree view
• When this is ticked, additional fields (like Parent Relationship and Top Node Filters) become available.

Parent Relationship:

Defining which relationship shall be used in the tree view

• Select the Hierarchical Relationship (select the "Parent Relationship" for the Tree)
• The Parent Relationship field becomes mandatory when Tree View is enabled.

Note:
It is the nature of Hierarchical relationships that they always have two sides of the same relationship, Parent and Child. For a Tree View to work, you will need to always select the Parent relationship.

Mandatory and Optional Top Node Filter:

Defining Top Node Filters which shall be applied.

Note:
Top Node Filters can be used to significantly improve the time it takes to load Tree Views, which

a) Have a large number of records

b) Have (complex) filtering applied.

Please see Filters: Overview for more details.

Defining the Sort Order for the Records.

You can sort on one, or several columns.

Just specify the sort order by adding the desired columns to the Sort By section of the List Properties, and then select the order for each column to be ascending or descending.

NOTE:

• only columns which are included in the List View can be selected.
• some List View columns cannot be sorted. Therefore, these columns will be excluded from the selection.

Controlling access to a List View.

Define the List View Security as necessary. You need to set the

• Default Access:
  No Roles have access
  All Roles have access

which you can refine by adding Exceptions:

• Except Roles:
  Select all the Roles which are excepted from the Default Access.