Add a filtered list to a workspace in Creator Studio

  • Release version: Washingtondc
  • Updated March 1, 2024
  • 2 minutes to read

    • Create custom filtered lists in an app's workspace to view records that meet specific conditions. For example, if your app has multiple forms, you can create a list for each form by filtering on the record type.

    Before you begin

    To add a list to a workspace, you must be given permission to work on the app.

    About this task

    Note:
    You can create a filtered list to display open records assigned to a specific user, or all requests that have been cancelled.

    Procedure

    1. Go to All > App Engine > Creator Studio to see all the apps on the Creator Studio home page.
    2. Open the app that contains the workspace you want to add a list to.
    3. Select to Preview how different forms appear in various experiences, or select the View or Edit button to view or edit the application.
      Select different previewing options if you want to make sure that you've selected the correct application and see how it will appear in the following formats:
      • Portal (see a preview of how it'll appear on a desktop website)
      • Now Mobile (see a preview of how it'll appear on a mobile phone or device)
      • Virtual agent (see a representation of how it'll appear on a chatbot interface)
        Note:
        Your organization should have the correct plugins installed to see how the form will appear in Virtual Agent. If you're interested, ask your admin and see Catalog builder preview topic conversation for more information on previewing forms and their catalog items in Virtual Agent.

      The View button displays forms that have been published and doesn't explicitly create a new draft form for development. The Edit button takes you to a development form, for example, a new draft version of a form that's already been published.

      Figure 1. Preview the app's experience
      Preview how your app will look

      You can also check out a representation of how the form submissions workspace will appear by selecting the Submissions preview, as well as the records your app generates for it (by selecting the Record preview).

    4. Select the Form submissions tab in the application header.
      Figure 2. Form submission workspace in Creator Studio
      Form submission workspace in Creator Studio
    5. Select Add a filtered list.
      Figure 3. Add a filtered list
      Adding a filtered list details
    6. Enter a Name for the new list in the modal that appears.

      Choose a name to help users easily identify their category in the workspace, such as HR timeoff requests.

      Note:
      You can't change the table for the workspace, as it's linked to the app.
    7. Select the Add button.
      The new list appears under the category, with its details appearing in the Filtered list details panel.
    8. Select Apply conditions in the Filtered list details panel and use the condition builder to specify what types of records the list should contain, selecting Apply when you're done.
      For example, you can select Urgency as the field and High as the value to have the list show only urgent records. For more information, see Create a condition statement using the condition builder.
      For example, the following conditions specify open and closed requests:
      • Active is true specifies only open records.
      • Active is false specifies only closed records.
    9. Optional: Change which columns appear and the order they're displayed in by selecting Manage columns.
      1. Move columns from Available columns to Selected columns in the Manage columns dialog box.
      2. Drag to rearrange the columns.
      3. Select Apply.
    10. Ensure that the Activate list option is selected.

    Result

    Your new list will appear in the Request App Workspace after your admin deploys it!