List Layout Tips

The list view in WorkflowFirst is determined by the order of the fields in the main tab definition, that is the fields listed when you click on the application and then click on the form. The field list will look something like this:

 

 When you publish, these fields will display as the column headers of the list of records:

 

Changing Which Fields Are Displayed

 As mentioned in the previous section, you can re-order the fields by using the Pick-Up and Drop-Above/Below options available at the end of each field definition row in the field list at the top.

 You can also change something called the Display Level for a field, which is under the Display Settings group in a field definition. If you set this to Detail, then it will be omitted from the list and only show in the form view. You can also set it to Summary Only, in which case it will only show in the list and won't show in the form.

 Incidentally, you can select multiple fields and use the Bulk Set action at the bottom to set multiple fields' Display Levels at the same time.

 By default the list view will show about 7 columns maximum, and the other fields will only be available in the form. You can change this by going to the tab definition's Advanced record, and changing the Override Max Columns setting:

 

 And this will now show more columns:

 

 When you do this, you may find that it squeezes too much information into a small space. One approach to solve this problem is to reduce the font size of the list. You can do that by going to the Advanced area and setting the List Font Size. This is in EMs, like a fraction it would multiply the normal font size by, so you should put 0.8 to make it smaller, or 1.1 to make it larger. The smaller it is, the more columns you can fit in, but the harder it is to read.

 Keep in mind, also, that the mobile view will always limit to 3 columns.

 Another option you have is to reduce the size of the column headers by setting a "Short Title" for the field. This is also in the Advanced area for each field. If you have a label for a field "Balance Outstanding", then you can set the Short Title to be something shorter like "Bal Out", and that short title will be used in the list view, but the longer label will be used in the form view.

In-line Preview

 You can also show more text in a list item by setting a Text (Paragraphs) field to show an excerpt of its content. You do this by adding the flag "in-line Preview" to the field, which means a preview of the content will be included on the same line. Once you do that, a portion of that text will then shown underneath the associated row in a lighter shade.

 

Styling and Coloring

 Another feature to show more information about a row is to adopt row coloring. You do this by adding Record Renditions. These are conditions that, when evaluating to true, will apply certain changes to coloring or styling to the record. In our example we could add a rendition that will make the record bold if there's a balance outstanding:

 

 You can also add condition styling and coloring for individual fields by adding a Field Rendition underneath the field.


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Up Since 2/29/2024 12:02:23 AM