Sorted List
The Sorted List Widget helps you visualize a top 10 record list. Records can be sorted by a Number or a Date Field.
Sorted List Settings
Note: The following examples use the Projects and Tasks Apps. See use case.
Display
| Display top 10 records from: |
Choose the App from which records will be displayed |
| For each record display the: |
The Field used to identify each record in the list.
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| Sort the records by: |
Select the Field the records will be sorted by, it can be a Number field or a Date field. You can select between ascending and descending by clicking on the relevant button.
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| Select a User Field (optional) |
Use this to display the User related to the record, for example an approver, assigned team member etc.
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Sorted List Formatting
Formatting lets you add additional styling options to the widget.
| Color formatting |
Apply the color formatting from an existing Select Field in the App. Use this to easily visualise the status/stage of a record.
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| Automatic refresh | Select the interval at which you want the widget to automatically refresh the value. |
| Unit Prefix / Suffix |
The prefix/suffix is used to give context to each value in the Sorted List. |
Sorted List Filtering
You can apply two types of data filtering: widget filtering and saved views.
Widget filtering should be applied as a base filter.
For example, you might want a Sorted List widget to always display the latest Projects assigned to the logged in user. In this case, you will need to apply the following widget filter:
Note: Widget filtering will be applied to all users.
Saved views can then be applied on the whole dashboard (unlike widget filters, that are applied per widget) and you can, for example, show only ongoing Projects, as shown below:
Note: Saved views are applied on top of widget filters. Unlike widget filtering, saved views are only applied to the user in context. You can share them with other team members.