Adding a Group List Widget

Before you begin

You can only add a Group List widget in business apps.

About this task

Use the Group List widget to select at least one group (and the group's members) as dynamic approvers in a business app.

Procedure

  1. In the Canvas, open the Widgets tab.
  2. Double-click or drag the Group List widget onto the app canvas.

    Group List widget in the Widgets tab

    The Group List Properties panel displays on the right with its sections.
  3. In the General section, set the following fields:
    1. Enter an ID and Group List Name for the widget or keep the defaults.
    2. Optional: Enable the Field Label toggle if you like to enter a custom label for this widget using the Text field box.
    3. Optional: Use the Display text field to give hint text indicating the type of content to enter in the text box. The display text disappears when the user makes a selection.
    4. Enable the following options per your use case situation:
      Required Select to require the device user to make a selection from the list. SOTI Snap selects this by default.
      Allow Multiple Value Selection Select to enable the device user to select more than one user group.
      Preserve The Last Submitted Value Select to offer the device user's last selection each time the device user browses the list. SOTI Snap selects this by default.
  4. In the Groups section, set the groups that the device app user may select:
    Note: You must specify at least one group.
    OptionDescription

    Allow All Groups

    		 Available options are:
    • Turn on to make groups selectable.
    • Turn off to set specific groups as selectable.

    List Of Selectable Groups

    		 Search and select an user group to populate the group list.
    Note: You can only select active groups.
  5. In the Widget Alignment section, choose how you want to align your widget in the app.
    • Align Left
    • Center
    • Align Right
  6. Optional: In the Rules section, add a requirement rule to the widget.
    Use requirement rules to specify whether the app user must configure this widget or can skip it.
    1. Select Requirement Rule to open the Set Requirement Rule dialog box.
    2. Select whether the requirement rule requires meeting all or any conditions.
    3. From the Field list, select an app field or variable and an operator. Enter the value required for the widget to be visible.
    4. Select Add Condition to add another condition.
    5. Select OK to save.
  7. Optional: In the Rules section, add a visibility rule to the widget.
    Use visibility rules to control when a widget is visible to the app user. For example, you can create a condition that a widget should only appear after the app user fills in a field or submits a form.
    1. Select Visibility Rule to open the Set Visibility Rule dialog box.
    2. Select whether the visibility rule requires meeting all or any conditions.
    3. Select an app field or variable and an operator from the Field list. Enter the value required for the widget to be visible.
    4. Select Add Condition to add another condition.
    5. Select Save.
  8. Optional: In the Miscellaneous section, decide which name you want to appear in the widget report.
    The Same as widget name setting is the default selection and automatically uses the widget name as the chart title. To choose your own chart title, clear the option and enter a new name.

    You may use special characters except for % & < > { } * | ^ and double spaces.

  9. Move to the Format tab to customize the widget's appearance.
  10. Optional: Add events and actions to the widget.
    Events are activities that you can set to trigger an Action. For example, you can configure a widget to navigate to a new section in the app when the user selects it.
    Important: Events and actions offer a wide range of combinations. The following steps are guidelines only. Replace the listed events and actions with ones that suit your app's needs and structure. Learn more about available events and actions at Events and Actions.

    1. Move to the Events tab.
      Events tab in Widget configuration panel
    2. Choose an event such as On Select/Deselect from the Events list, then select Add beside Actions.
    3. Select an action such as Run Blockly and configure the action. Select Add to apply it to the widget.
    4. Select Save to save the action.
    5. Repeat for more event and action combinations and return to the Widget Properties tab.
  11. Select Save in the SOTI Snap banner to apply your changes.
    Save app button

Results

Tip: Select Preview to see how the widget appears in your app.

What to do next

Add a Group Approval that uses this group list widget.