Hello Community, this post will guide you through on how to set document in specific listing,
How to set document in specific listing
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Login to your workspace studio.
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From the studios, scroll down and view Template section. Select the template you want to set in specific listing (e.g. Demo)
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Now, you can view your template design. Look at the bottom of your page, you can view a “Advanced settings” button.
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Click the Advanced settings and you can view the “Data Source” section is pre-selected by “Entry”. (leave it first and will show the differences and example later)
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Look at the “Listing” section
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Select the listing that you want to set the template in. (e.g. I want to make the template available in “Approved” listing only)
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Click “OK” and save changes
Now will create a new template “Demo (Entries)” to show the difference between these two.
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Same as above, from the studios, scroll down and view Template section. Select the template you want to set in specific listing (e.g. Demo (Entries))
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You can view your template design. Look at the bottom of your page, you can view a “Advanced settings” button.
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Click the Advanced settings and you can view the “Data Source” section. Now we change it to “Entries”.
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Look at the “Listing” section and select the listing that you want to set the template in. (e.g. I want to make the template available in “Approved” listing only)
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Click “OK” and save changes
Now we can view the result:
Web View: “Demo” and “Demo (Entries)” only appear in “Approved” listing
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“Demo” and “Demo (Entries)” template do not appear in “Submitted” list. (“Demo” and “Demo (Entries)” template also do not appear in “All” and “My Leave Application” lists)
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Without selecting any entry, the “Demo (Entries)” template appears in “Approved” list
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After select an entry, “Demo” and “Demo (Entries)” template appear
Phone View: “Demo” will appear for those entries that are belong to “Approved” listing, "Demo (Entries) will only appear in “Approved” listing
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“Demo” and “Demo (Entries)” template do not appear in “Submitted” list.
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Without selecting any entry, the “Demo (Entries)” template appears in “Approved” list
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Select an entry, we can see 3 dots at the top right corner of the screen
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Click the 3 dots, we can view that “Demo” template appear
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Go to the “All” list and select any entry with state is “Approved”
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Click the 3 dots at the top right corner of the screen and we can see that “Demo” template appears
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Now, we go to the “All” list and select any entry with state is NOT “Approved”
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Click the 3 dots at the top right corner of the screen and we can see that “Demo” template does not appear
