View, search and filter list items
Articles on: Lists & Items
Compact / expanded view of a list item
How to view the list schema
Searching items
Filtering list items
Filtering list items on the metadata
Filtering list items with empty values
There are two views for an item:-
It is composed of:
Item name, as defined in the title of the list schema
Columns with the important attributes
Last visit date for the Customer list
View more button - click on the eye icon to see the expanded view of the item.
Archive icon - For a single archive of items
Edit pen - for single edit of items
It is composed of:
Picture section showing all the pictures of the item
All the attributes of the item, as defined in the list schema
Owner of the item if the scope is not global
Metadata about the item on the creation, last edition, and last visit
Any dashboard related to that item. Same dashboard as for the mobile view
To display the expanded view, click on the eye icon at the far right.
Editing or archiving an item is only possible once the expanded view is displayed.
A list schema is simply a collection of attributes created for a list. By viewing a list schema, you can know the attribute type, whether it's mandatory, hidden, shareable, or has a meta expression attached to it.
To view a list schema, go to the list section of the dashboard and click on it. Then identify your list of interest and click on the More icon at its far right. A page with the list schema will be displayed.
For the List schema:
Attributes marked in bold are mandatory
Attributes marked with a small star have meta expressions attached to it
Attributes marked with an eye icon are hidden from the mobile user
Attributes marked with a star and are in bold have both a meta expression and are mandatory.
Attributes marked with a lock are locked, and can't be edited by a user
To view more details about a specific attribute on the list schema, click on the Edit icon at the far right of the target attribute.
Through the search box, it is possible to search on all attributes marked as important. These attributes can be open text or open numbers.
Beside the search box there is an “Add Filter” button, this button contains filters will appear as a drop down menu:
Attributes defined as important
Item name
Item id
Last Visit date (for customers list)
Date of creation/edit
Channel
Owner of item…etc.
Filters behaviors depend on the type of attributes:
Open text / integer / decimal / phone number. Input the value then click on apply filter. The filter is not case sensitive and works even if you input the beginning of the value to search for, like “car” for “cargo”
Single/multiple choice. Select the option among the list of choices.
It is possible to filter an attribute with empty value by selecting nothing or typing _ for open text/number.
It is possible to filter the list items on the following metadata fields using the same “Add Filter” button:
Created at: date of creation
Created source: source of creation, can be either web or mobile
Created by: who has created the item, show user name, and phone number or email
Updated at: date of the last update
Updated source: source of the last update, can be either web or mobile
Updated by
To view the list items without value:
For open text / number, enter _ and apply
For single / multiple choice, select “Nothing”
For more information on the above, please watch this
Compact / expanded view of a list item
How to view the list schema
Searching items
Filtering list items
Filtering list items on the metadata
Filtering list items with empty values
Compact / expanded view of a list item
There are two views for an item:-
1. Compact view.
It is composed of:
Item name, as defined in the title of the list schema
Columns with the important attributes
Last visit date for the Customer list
View more button - click on the eye icon to see the expanded view of the item.
Archive icon - For a single archive of items
Edit pen - for single edit of items
2. Expanded view.
It is composed of:
Picture section showing all the pictures of the item
All the attributes of the item, as defined in the list schema
Owner of the item if the scope is not global
Metadata about the item on the creation, last edition, and last visit
Any dashboard related to that item. Same dashboard as for the mobile view
To display the expanded view, click on the eye icon at the far right.
Editing or archiving an item is only possible once the expanded view is displayed.
How to view the list schema
A list schema is simply a collection of attributes created for a list. By viewing a list schema, you can know the attribute type, whether it's mandatory, hidden, shareable, or has a meta expression attached to it.
To view a list schema, go to the list section of the dashboard and click on it. Then identify your list of interest and click on the More icon at its far right. A page with the list schema will be displayed.
For the List schema:
Attributes marked in bold are mandatory
Attributes marked with a small star have meta expressions attached to it
Attributes marked with an eye icon are hidden from the mobile user
Attributes marked with a star and are in bold have both a meta expression and are mandatory.
Attributes marked with a lock are locked, and can't be edited by a user
To view more details about a specific attribute on the list schema, click on the Edit icon at the far right of the target attribute.
Searching items
Through the search box, it is possible to search on all attributes marked as important. These attributes can be open text or open numbers.
Filtering list items
Beside the search box there is an “Add Filter” button, this button contains filters will appear as a drop down menu:
Attributes defined as important
Item name
Item id
Last Visit date (for customers list)
Date of creation/edit
Channel
Owner of item…etc.
Filters behaviors depend on the type of attributes:
Open text / integer / decimal / phone number. Input the value then click on apply filter. The filter is not case sensitive and works even if you input the beginning of the value to search for, like “car” for “cargo”
Single/multiple choice. Select the option among the list of choices.
It is possible to filter an attribute with empty value by selecting nothing or typing _ for open text/number.
Filtering list items on the metadata
It is possible to filter the list items on the following metadata fields using the same “Add Filter” button:
Created at: date of creation
Created source: source of creation, can be either web or mobile
Created by: who has created the item, show user name, and phone number or email
Updated at: date of the last update
Updated source: source of the last update, can be either web or mobile
Updated by
Filtering list items with empty values
To view the list items without value:
For open text / number, enter _ and apply
For single / multiple choice, select “Nothing”
For more information on the above, please watch this
Updated on: 14/06/2023
Thank you!