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List presentation

To give the user a clear overview of what a case is about under “My Cases,” you should configure which fields from the form should be displayed.

To ensure users receive a clear and comprehensive overview of a case's contents when navigating to the "My Cases" menu, it is crucial to carefully configure which specific fields from the form should be displayed. By selecting the appropriate fields, users can quickly and easily gain insight into the case details, facilitating the management and follow-up of cases. This configuration helps create a more user-friendly and efficient work environment, where information is presented in a structured and accessible manner. To make these settings, navigate to Case » Settings » List Presentation.

list view

List Presentation (2) can include several categories, such as:

    • My Favorites
    • Registered
    • Received
    • To Address
    • To Approve
    • To Follow Up
    • Recently Changed/Recently Registered
  • To manage the administration of display settings more effectively, a good tip is to filter (1) one form at a time, as the List Presentation page by default shows all created forms.
  • The first three columns — Case Number, Status, and the form’s Icon (4)—are fixed default values that always appear in the list view and cannot be removed or modified.
  • For the remaining six columns, you have the flexibility to select which fields (3) from the form that should be displayed under each respective heading. (The boxes shown in the image are for illustration purposes only and do not exist in the system; they simply indicate which fields are clickable.) Currently, it is not possible to add more columns beyond these.
  • You can change the names of the headings, but keep in mind that the updated heading will apply as the default for all forms within that specific category. For that reason, it’s best to choose a broadly applicable heading that fits all forms displayed in the selected category.

Note:

Most of the categories (if content exists) are displayed under the user’s section My Ongoing within My Cases.

my cases_lists

It is not possible to add more columns to display additional information. However, users can be given the option to view more information about cases using the Preview List View feature.

 

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