Creating Data Lists

There are two places to create dynamic data lists:

1. Site Administration: Open the Menu () and expand your Site’s menu (the Site Administration menu). Then select Content → Dynamic Data Lists. This opens the Dynamic Data Lists screen. A table contains any existing lists. Click the Add button () to open New List form.

   To add Dynamic Data Lists, you must have permission to access the Dynamic Data Lists app in Site Administration.

2. Dynamic Data Lists Display widget: Navigate to the Site page where you want this widget and add it to the page from Add () → Widgets → Collaboration → Dynamic Data Lists Display. Then click the widget’s Add List button. This opens the New List form.

   To do this, you must have permission to create a new list in the widget.

Either option leads to the New List form:

1. Give the list a name and a description.

2. Select the list’s data definition: click Select under the Data Definition field, then click the definition you want to use.

3. To use a workflow with this list, select it from the Workflow field.

4. To change the list’s default permissions, expand the form’s Permissions section and make your selections.

5. Click Save to finish creating the list. Your new list appears in the table.

   

   Figure 1: The New List form.

Creating List Records

By default, only administrators have permission to create list records. Follow these steps to give other users this permission:

1. Navigate to Content → Dynamic Data Lists in Site Administration.

2. Click Actions () → Permissions for the list getting the new permissions.

3. Select Add Record for the Roles that should have that permission, then click Save. Allow unauthenticated Users to add records by giving Guest the Add Record permission.

Create new records in a list from the same places you can create the lists themselves:

1. Site Administration: In Site Administration, navigate to Content → Dynamic Data Lists. Click a list in the table to view any existing records, then click the Add button (). This opens a form based on the list’s data definition, which you can then fill out and submit to create a new record. To do this, you must have permission to access the Dynamic Data Lists app in Site Administration.

2. Dynamic Data Lists Display widget: See above for instructions on adding this widget to a page. You must then configure the widget to display a list’s records.

   To configure the widget to display a list’s records:

   • Click the widget’s Select List button.
   • In the dialog that appears, select a list, click Save, then close the dialog. The widget then displays the list’s existing records.

   To add a record:

   • Click the widget’s Add button ().
   • Fill out the form that appears and click Publish.

See the section below for more information on configuring the widget.

Figure 2: Dynamic Data Lists Display widget.

Configuring the Dynamic Data Lists Display Widget

The widget’s default display template isn’t exciting, but it shows the list’s contents, and with permission, add and/or edit list items. To configure the widget, click its Options menu () and select Configuration. This opens the Configuration dialog, with the Setup tab selected by default. The Setup tab contains two other tabs:

Lists: Select the list that the widget displays. The currently displayed list appears at the top of the tab, while the available lists appear in a table. To change the widget’s list, select the list from the table and click Save.

Optional Configuration:

Display Template: Select the display template for the list.

Form Template: Select the form template for the list.

Editable: Whether users can add records to the widget’s list.

Form View: Whether to display the Add Record form by default, instead of the List View. Note that even without this selected, users can still add records via the widget’s Add button ().

Spreadsheet View: Whether the List View displays each record in a row, with columns for the record attributes.

When finished, click Save and close the Configuration dialog.

Figure 3: The Dynamic Data Lists Display widget's optional configuration.