Compact / expanded view of a list item

There are two views for an item.

  • Compact view. It is composed of:

    • an item name, as defined in the title in the list schema

    • the columns with the important attributes

    • the last visit date for the Places list

    • view more button - click to see the expanded view of the item

    • Archive icon - For a single archive of items

    • Edit pen - for single edit of items

  • Expanded view. It is composed of

    • a 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

    • the metadata about the item on the creation, last edition, and last visit

    • Dashboards based on an item.

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 its mandatory, hidden, shareable, or has a condition attached to it.

To view a list schema, go to the list section of the dashboard and click on it, 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 conditions 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 condition and are mandatory.

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

By default, these filters will appear on top of the list:

  • attributes defined as important

  • item name

  • item id

If you want to filter on another attribute, click on more, select the attribute and click on apply filter.

The new filter will appear.

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 on attribute with empty value by selecting nothing or typing _ for open text / number

Filtering list items on the meta data

It is possible to filter the list items on the following meta data fields:

  • 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 last update

  • updated source: source of last update, can be either web or mobile

  • updated by

To select one of these option, click on more and select it then apply the filter with the value you are looking for.

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”