Configuring fields in Classic and Workspace List View

Custom Applications


A community member created a custom application. After creating the table he created a new view but the view was not showing up within the hamburger menu. 

I explained that one way to implement different views within a custom app is to use some code in a component called View Rule.

It is possible to create views for different personas.

People from HR can have a HR view (specific fields from table A) while people from Finance can have a Finance view.

In short you need to:
- Create two different roles
- Assign role A to HR User Group
- Assign role B to Finance User Group

Inside your custom app you'll want to create a View Rule component to say:

  • If the logged in user is from HR (has the role A), show the HR view.
  • If the logged in user is from Finance (has the role B), show the Finance view.

While creating your View Rule script, it will look like this:

if (gs.hasRole('role_name')) {
   answer = "your_hr_view_name";
}



Workspaces


One way to change the fields within the Workspace list view is to type in your filter navigator:

sys_ux_list_menu_config.list [ENTER]

















Thank you.

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