Using the buttons, you can specify whether the selected field is to be sorted in ascending or descending order and in which sequence you want to apply the sort criteria.In a list, if you change the data record type and/or the data fields, you should also change the associated forms.
Select the desired list, click Edit page and then click Adjust element or right-click on the workspace and select Properties. The options available vary for lists, extended lists and data record types. Here all functions are described in the Properties window.
In the List (expanded) component, you can also assign a form to each field. In the field's properties you can select the Related form option and then select any of the component's forms from the drop-down list.
You select the data record type when you create the list.
Enter the list's header.
Under Related form you can assign a form to the list. You can select any of the component's forms from the drop-down list. If you do not want to display a button for creating a new data record, deselect the Related form option.
In the Name field you can enter text that is to be displayed on the button.
List width in pixel. This is a default entry. But users can change it and also define the width of a list themselves.
Number of data records per page: A default value. Users can also define the value themselves.
Scroll shows the corresponding buttons above and below the list.
Display footer displays a footer below the list that informs you about the number of data records and shows the scroll buttons. A footer is especially helpful for larger lists.
Display number of data records displays the number of data records of the respective list and which data records are shown.
Display sort fields displays the drop-down list above the list so users can change the sort order.
Select several data records allows users to mark a number of data records in a list using a checkbox in a specific column. The selected data records can then, for example, be deleted all at once.
The Quick create function is available for tasks and subtasks in checklists. This enables users to create a new task quickly without having to open the corresponding form.
Enable RSS feed means that users can show lists as RSS feeds without having to open CAS genesisWorld. This option is available for all types of lists. Users can define how the lists are displayed in their browsers.
Lists also contain the Date format tab. In extended lists, you will find the same settings if you mark a field with a date and select Adjust element.
Here you can define in which format you want to display a date in the list. The following letters represent the individual date: "d" for Day, "m" for Month, "y" for Year, "h" for Hour and "n" for minute. The Preview displays the result.
Instead of the date, you can also use the corresponding option to display the text today, tomorrow or yesterday.
Display search in the list means that users can search the list. The fields that are searched are the ones that you added to Search in this field.
This tab is available in extended lists.
In the Content of drop-down list tab, select the Display drop-down list option if you want users to be able to sort the list.
The list then displays a drop-down list for users. In addition to the displayed fields, you can define more fields for the drop-down list.
Users can also sort the list in ascending or descending order using the button next to the drop-down list.
In the Sequence tab you can define additional sort criteria by which the list is to be sorted and whether it is to be in ascending or descending order; this is in addition to the selection the user has made via the drop-down list.
For example, a user can sort a list of tasks by start date. You can then have all the tasks in this list that have the same start date sorted by "Priority" or "% completed."
Using the buttons, you can specify whether the selected field is to be sorted in ascending or descending order and in which sequence you want to apply the sort criteria.
In this tab, you can specify which data records are to be displayed in the list.
If you select this option, users will be able to export lists as CSV files. CSV files can be edited using various programs, for example, Microsoft Excel. The exported fields are separated by a semicolon.
In this tab, you define the filter conditions the data records must fulfill in order to be displayed in the list. The definition of filter conditions corresponds to that in the Edit filter window. However, the filter conditions here are saved in the component's properties.
For lists of documents there are additional options available:
Display filter in the portal means that portal users will have a filter to work with.
Only display managed documents shows only those documents that are or were managed as part of the document life cycle process.
A filter can be displayed in lists of tasks.
If a filter is not displayed in the form, select the list, open the Filter tab and select Display filter in the portal.
Now, when you select this filter in the form and then click Adjust element, you will be able to define the filter in more detail.
Display the task filter for users in the portal means that the users will be able to use this filter in the portal.
Display filter for linked projects means that in addition to the tasks users will also be able to select a project. Then all tasks will be shown that are linked with this project.
You define the filter for linked projects in the following three tabs:
In the Field tab, select the field that is to be shown in the drop-down list for selecting the project.
In the Team tab, select which projects are to be shown: the current user's projects, public projects or other users' projects.
In the Filter tab, you define the conditions the projects must fulfill in order to be shown in the list.
You can select an external data source as the data record type. The data fields used in this list depend on the data record type you have selected.
A corresponding form is not available. Users have read-only access to external data sources in the portal. Users cannot create new data records for external data sources in CAS genesisWorld.
For external data sources you can define an SQL query to select specific data records. You can check to see whether the syntax is correct using the button provided.
This tab is only available for external data sources. Select a field or a combination of fields as a unique key.
This is necessary to allow users to scroll through, sort, and search for data records.