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User Guide: Using views

Article last updated on the 16th of April 2021.

1. Introduction

Views created on a WorkPoint solution can be used to control which items in a list or library are shown. An example of the use of a view could be to only have documents of a certain type, e.g. design documents, shown when activating a design documents view.

Views can also be used to the same effect in WorkPoint Express.

The following sections will demonstrate how to use views in WorkPoint Express.

Note: Using views on a business module require that client caching for that business module is disabled. See the Notes section of this article for more information.

IMPORTANT: Before disabling client caching, make sure that you have the capability to create views which supports your specific needs for displaying items from the lists, as disabling client caching may break your cached views.

2. Use guide

The following sections describe the use of Entity list views and document list views.

   2.1. Business Module list views

Views can be used for filtering which entities of business modules are shown. In the following example, we use a view to only have projects in a "Active" stage shown on a Projects module:

  1. Click the filter icon  by the search query line to open the View selection drop down menu.
  2. Click a view to select and activate it. In this example, we select and activate the "Active Projects" view.
  1. The "Active Projects" view is now active.
  2. Three projects are now shown in the results section.

In the properties window of the entities, we can see that the projects are indeed in the "Active" stage:

   2.2. Document list views

Views in a documents library can be used to control which documents are shown at any given time.

Consider the following documents library on the project "Development of new Pump":

Inbox - anm@workpoint.dk - Outlook

In this example, a view for filtering documents which are not design documents have been created. The view can be activated in the following way:

  1. Click the View selector drop down menu.
  2. Select the view that you wish to activate. In this example, we activate the "Design documents" view.

This activates the Design documents view. The result is shown in the following image:

Inbox - anm@workpoint.dk - Outlook

With the Design documents view activated, only documents who meet the requirements set by the configuration of the "Design documents" view are shown.

3. Notes

Disabling client caching for business modules

As previously stated in this article, using views on a business module requires that client caching for that business module is disabled.

IMPORTANT! Before disabling client caching, make sure that you have the capability to create views which supports your specific needs for displaying items from the lists, as disabling client caching may break your cached views.

Follow these steps to disable caching for a business module:

  1. In the WorkPoint Administration, click the header of the business module for which you wish to enable or disable client caching.
  2. Click "Client Settings".
  1. Click the "WorkPoint Express caching enabled" checker to enable or disable client caching.
Client settings (Projects) - Google Chrome
  1. Scroll to the bottom of the page and click the "Save" button to save the configuration.
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