A new set of features for the Document List are coming soon! We're enhancing the filter and sorting options in Document List and providing a way for Admins to publish multiple pre-configured views for their users. Below outlines the new features and functionality which will be coming the week of April 7th - get excited!

Document List - Filters

Users will now access filters in the Filter button on the top of the Document List instead of in individual column headers:

When you click on the Filter option it will open a side drawer where you can add custom filters based on form fields:

Please also note, datasets with Versions enabled users will also have options at the top to select which Versions they want to be included in their filter results.  More information in the Document Versions article.

Fields in the Filter and Sort dropdown will be organized by Active Fields that are on the most recently published form, Inactive Fields that were on previously published forms, Nested Logic, and general Meta Fields from the form.  The Nested Logic allows you to put additional criteria of 'All of the following are true' or 'One of the following is true' at any level within the filters to allow more granular filtering.

Users will also now have true relative date filter options that will calculate relative to the date they are run. So for example, a "Proposal submitted this month" will always display proposals submitted in the month the view is being run.  By default the 'This Week' option is defined by the week starting Sunday and 'This fiscal year' is defined by the year starting in July - however, this can be configured to the individual customer needs based on your local business processes so if you need this configured differently please feel free to submit a support ticket.

Document List - Views

As an App or Product Administrator you can now save Views as a Public View upon creation to share with all users if desired.  After setting up your desired columns, filters, and sort you can click on Views and save.  You will now see an option to 'Make Public' which will then show as a standard view to all users.  Admins will see all views tagged with an eyeball icon (not crossed out) indicating it's a pubic view:

Non-admin users will see text indicating which views are published by an Admin:

Please note a few things about this new functionality in Views:

• We'll be migrating existing saved views to the new format so not to worry!
• All users with Document List access will be able to use any of the Public Views.
• App/Product Admins will be able to delete any public view, even if it was created by another admin.
• Creating a Public View can only be done on initial creation - to change it to be Public or not Public you'd have to recreate the view and then delete the original.
• The Default View is still defined by the configuration in Data Settings.