Free cookie consent management tool by TermsFeed

Document List

Tip:  Interface patterns give you an opportunity to explore different interface designs. Be sure to check out How to Adapt a Pattern for Your Application.

Goal

Use the document list items pattern to display a list of documents that can be searched and filtered. This pattern uses a combination of cards and rich text to show an easy to navigate list of documents of different types. This page explains how you can use this pattern in your interface, and walks through the design structure in detail.

screenshot of the document list pattern

Design structure

This page will break down this expression so you can better understand how to adapt this pattern to your own data so that it works to best suit your needs.

The main components in this pattern are card layouts, side by side layouts, and rich text. The image below displays how the pattern looks on a blank interface with callouts for the main components. You can examine the entire expression or jump down to the subsections below with referenced line numbers to see a detailed breakdown of the main components.

screenshot of the document list pattern with a callout highlighting that there are rich text items and icons in a side by side layout within a card

Pattern expression

When you drag and drop the document list pattern onto your interface, 227 lines of expressions will be added to the section where you dragged it.

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227

{
  a!localVariables(
    local!documents: {
      a!map(name: "Proof of Identity", fileName: "bowan_driver_license.jpg",   uploadDate: "August 4",  size: "89KB",  type: "image"),
      a!map(name: "Pay Statement",     fileName: "bowan_pay_stub_aug2018.pdf", uploadDate: "August 4",  size: "102KB", type: "pdf"),
      a!map(name: "Pay Statement",     fileName: "bowan_pay_stub_jul2018.pdf", uploadDate: "August 4",  size: "103KB", type: "pdf"),
      a!map(name: "Bank Statement",    fileName: "bowan_checking_aug2018.doc", uploadDate: "August 4",  size: "92KB",  type: "word"),
      a!map(name: "Monthly Statement", fileName: "bowan_checking_2018.xls",    uploadDate: "July 31",   size: "96KB",  type: "excel"),
      a!map(name: "Proof of Identity", fileName: "bowan_driver_license.jpg",   uploadDate: "July 30",   size: "89KB",  type: "image"),
      a!map(name: "Pay Statement",     fileName: "bowan_pay_stub_aug2017.pdf", uploadDate: "July 27",   size: "102KB", type: "pdf"),
      a!map(name: "Pay Statement",     fileName: "bowan_pay_stub_jul2017.pdf", uploadDate: "July 27",   size: "103KB", type: "pdf"),
      a!map(name: "Bank Statement",    fileName: "bowan_checking_aug2017.doc", uploadDate: "July 26",   size: "92KB",  type: "word"),
      a!map(name: "Monthly Statement", fileName: "bowan_checking_2017.xls",    uploadDate: "July 20",   size: "96KB",  type: "excel")
    },
    /* This value determines the max number of documents *
     * to display on each page of the document list.     */
    local!docBatchSize: 5,
    local!docStartIndex: 1,
    /* This document dataSubset can be replaced with a query */
    local!docDataSubset: todatasubset(
      local!documents,
      a!pagingInfo(
        local!docStartIndex,
        local!docBatchSize
      )
    ),
    {
      a!columnsLayout(
        columns: {
          a!columnLayout(
            contents: {
              a!richTextDisplayField(
                labelPosition: "COLLAPSED",
                value: {
                  a!richTextIcon(
                    icon: "folder-open",
                    color: "SECONDARY",
                    size: "MEDIUM"
                  ),
                  a!richTextItem(
                    text: " " & upper("Documents"),
                    color: "SECONDARY",
                    size: "MEDIUM"
                  )
                }
              ),
              /* Document list filters */
              a!sideBySideLayout(
                items: {
                  a!sideBySideItem(
                    item: a!textField(
                      label: "Search Documents",
                      labelPosition: "COLLAPSED",
                      placeholder: "Search documents...",
                      refreshAfter: "KEYPRESS"
                    )
                  ),
                  a!sideBySideItem(
                    item: a!dropdownField(
                      label: "Filter Document Types",
                      labelPosition: "COLLAPSED",
                      placeholder: "--- " & "All types" & " ---",
                      choiceLabels: {"Option 1", "Option 2"},
                      choiceValues: {1, 2}
                    )
                  )
                }
              ),
              /* Displays a card for each document in the dataSubset */
              a!forEach(
                items: local!docDataSubset,
                expression: a!cardLayout(
                  contents: {
                    a!sideBySideLayout(
                      items: {
                        a!sideBySideItem(
                          item: a!richTextDisplayField(
                            labelPosition: "COLLAPSED",
                            value: {
                              /* Displays an icon for the corresponding document type */
                              a!richTextIcon(
                                icon: "file-" & fv!item.type & "-o",
                                color: "ACCENT",
                                size: "LARGE"
                              )
                            }
                          ),
                          width: "MINIMIZE"
                        ),
                        a!sideBySideItem(
                          item: a!richTextDisplayField(
                            labelPosition: "COLLAPSED",
                            value: {
                              a!richTextItem(
                                text: fv!item.name,
                                color: "STANDARD",
                                style: "STRONG"
                              ),
                              char(10),
                              a!richTextItem(
                                text: fv!item.fileName,
                                color: "#767676"
                              )
                            }
                          )
                        ),
                        a!sideBySideItem(
                          item: a!richTextDisplayField(
                            labelPosition: "COLLAPSED",
                            value: {
                              a!richTextItem(
                                text: fv!item.uploadDate
                              ),
                              char(10),
                              a!richTextItem(
                                text: fv!item.size,
                                color: "SECONDARY"
                              )
                            },
                            align: "RIGHT"
                          ),
                          width: "MINIMIZE"
                        )
                      },
                      alignVertical: "MIDDLE"
                    )
                  },
                  link: a!dynamicLink(),
                  height: "AUTO",
                  marginBelow: "STANDARD"
                )
              ),
              /* Document list paging */
              a!sideBySideLayout(
                items: {
                  a!sideBySideItem(),
                  a!sideBySideItem(
                    item: a!richTextDisplayField(
                      labelPosition: "COLLAPSED",
                      value: {
                        a!richTextIcon(
                          icon: "chevron-left",
                          link: a!dynamicLink(
                            value: local!docStartIndex - local!docBatchSize,
                            saveInto: local!docStartIndex,
                            showWhen: not(local!docStartIndex = 1)
                          ),
                          linkStyle: "STANDALONE",
                          color: if(
                            not(local!docStartIndex = 1),
                            "ACCENT",
                            "#bbb"
                          ),
                          size: "MEDIUM"
                        )
                      },
                      align: "RIGHT"
                    ),
                    width: "MINIMIZE"
                  ),
                  a!sideBySideItem(
                    item: a!richTextDisplayField(
                      labelPosition: "COLLAPSED",
                      value: {
                        /* Displays a number range which indicates     * 
                         * the current subset of documents in the list */
                        a!richTextItem(
                          text: local!docStartIndex &
                          a!localVariables(
                            local!docEndIndex: if(
                              (local!docStartIndex + local!docBatchSize - 1) > local!docDataSubset.totalCount,
                              local!docDataSubset.totalCount,
                              (local!docStartIndex + local!docBatchSize - 1)
                            ),
                            if(
                              local!docStartIndex = local!docEndIndex,
                              "",
                              " - " & local!docEndIndex
                            )
                          ),
                          style: "STRONG"
                        ),
                        /* Displays the total number of documents */
                        a!richTextItem(
                          text: " " & "of" & " " & local!docDataSubset.totalCount
                        )
                      },
                      align: "RIGHT"
                    ),
                    width: "MINIMIZE"
                  ),
                  a!sideBySideItem(
                    item: a!richTextDisplayField(
                      labelPosition: "COLLAPSED",
                      value: {
                        a!richTextIcon(
                          icon: "chevron-right",
                          link: a!dynamicLink(
                            value: local!docStartIndex + local!docBatchSize,
                            saveInto: local!docStartIndex,
                            showWhen: not((local!docStartIndex + local!docBatchSize) > local!docDataSubset.totalCount)
                          ),
                          linkStyle: "STANDALONE",
                          color: if(
                            not((local!docStartIndex + local!docBatchSize) > local!docDataSubset.totalCount),
                            "ACCENT",
                            "#bbb"
                          ),
                          size: "MEDIUM"
                        )
                      },
                      align: "RIGHT"
                    ),
                    width: "MINIMIZE"
                  )
                },
                alignVertical: "MIDDLE",
                showWhen: local!docDataSubset.totalCount > local!docBatchSize
              )
            },
            width: "MEDIUM_PLUS"
          )
        }
      )
    }
  )
}

[Line 1-26] Define local variables

The local variables at the top of the expression are used to define the data that will be displayed for each document in the list, as well as the batch size and data subset.

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26

{
  a!localVariables(
    local!documents: {
      a!map(name: "Proof of Identity", fileName: "bowan_driver_license.jpg",   uploadDate: "August 4",  size: "89KB",  type: "image"),
      a!map(name: "Pay Statement",     fileName: "bowan_pay_stub_aug2018.pdf", uploadDate: "August 4",  size: "102KB", type: "pdf"),
      a!map(name: "Pay Statement",     fileName: "bowan_pay_stub_jul2018.pdf", uploadDate: "August 4",  size: "103KB", type: "pdf"),
      a!map(name: "Bank Statement",    fileName: "bowan_checking_aug2018.doc", uploadDate: "August 4",  size: "92KB",  type: "word"),
      a!map(name: "Monthly Statement", fileName: "bowan_checking_2018.xls",    uploadDate: "July 31",   size: "96KB",  type: "excel"),
      a!map(name: "Proof of Identity", fileName: "bowan_driver_license.jpg",   uploadDate: "July 30",   size: "89KB",  type: "image"),
      a!map(name: "Pay Statement",     fileName: "bowan_pay_stub_aug2017.pdf", uploadDate: "July 27",   size: "102KB", type: "pdf"),
      a!map(name: "Pay Statement",     fileName: "bowan_pay_stub_jul2017.pdf", uploadDate: "July 27",   size: "103KB", type: "pdf"),
      a!map(name: "Bank Statement",    fileName: "bowan_checking_aug2017.doc", uploadDate: "July 26",   size: "92KB",  type: "word"),
      a!map(name: "Monthly Statement", fileName: "bowan_checking_2017.xls",    uploadDate: "July 20",   size: "96KB",  type: "excel")
    },
    /* This value determines the max number of documents *
     * to display on each page of the document list.     */
    local!docBatchSize: 5,
    local!docStartIndex: 1,
    /* This document dataSubset can be replaced with a query */
    local!docDataSubset: todatasubset(
      local!documents,
      a!pagingInfo(
        local!docStartIndex,
        local!docBatchSize
      )
    ),

[Line 27-68] Create search field and filter

This section uses rich text, text fields, and dropdown fields to create the list header, search field, and dropdown filter. Here, the example search field and dropdown filter are placeholders that you can configure to work with your own data when you adapt this pattern to fit your use case.

27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68

    {
      a!columnsLayout(
        columns: {
          a!columnLayout(
            contents: {
              a!richTextDisplayField(
                labelPosition: "COLLAPSED",
                value: {
                  a!richTextIcon(
                    icon: "folder-open",
                    color: "SECONDARY",
                    size: "MEDIUM"
                  ),
                  a!richTextItem(
                    text: " " & upper("Documents"),
                    color: "SECONDARY",
                    size: "MEDIUM"
                  )
                }
              ),
              /* Document list filters */
              a!sideBySideLayout(
                items: {
                  a!sideBySideItem(
                    item: a!textField(
                      label: "Search Documents",
                      labelPosition: "COLLAPSED",
                      placeholder: "Search documents...",
                      refreshAfter: "KEYPRESS"
                    )
                  ),
                  a!sideBySideItem(
                    item: a!dropdownField(
                      label: "Filter Document Types",
                      labelPosition: "COLLAPSED",
                      placeholder: "--- " & "All types" & " ---",
                      choiceLabels: {"Option 1", "Option 2"},
                      choiceValues: {1, 2}
                    )
                  )
                }
              ),

[Line 69-132] Configure cards and document details

This section uses a!forEach() to define the display and details for each document using card layouts, rich text, and side by side layouts. The expression is set up so that each document has its own card, an icon for the document type, file name, and upload date. The a!forEach() function loops through this expression for each document and creates a unique card with details for each.

69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132

  /* Displays a card for each document in the dataSubset */
              a!forEach(
                items: local!docDataSubset,
                expression: a!cardLayout(
                  contents: {
                    a!sideBySideLayout(
                      items: {
                        a!sideBySideItem(
                          item: a!richTextDisplayField(
                            labelPosition: "COLLAPSED",
                            value: {
                              /* Displays an icon for the corresponding document type */
                              a!richTextIcon(
                                icon: "file-" & fv!item.type & "-o",
                                color: "ACCENT",
                                size: "LARGE"
                              )
                            }
                          ),
                          width: "MINIMIZE"
                        ),
                        a!sideBySideItem(
                          item: a!richTextDisplayField(
                            labelPosition: "COLLAPSED",
                            value: {
                              a!richTextItem(
                                text: fv!item.name,
                                color: "STANDARD",
                                style: "STRONG"
                              ),
                              char(10),
                              a!richTextItem(
                                text: fv!item.fileName,
                                color: "#767676"
                              )
                            }
                          )
                        ),
                        a!sideBySideItem(
                          item: a!richTextDisplayField(
                            labelPosition: "COLLAPSED",
                            value: {
                              a!richTextItem(
                                text: fv!item.uploadDate
                              ),
                              char(10),
                              a!richTextItem(
                                text: fv!item.size,
                                color: "SECONDARY"
                              )
                            },
                            align: "RIGHT"
                          ),
                          width: "MINIMIZE"
                        )
                      },
                      alignVertical: "MIDDLE"
                    )
                  },
                  link: a!dynamicLink(),
                  height: "AUTO",
                  marginBelow: "STANDARD"
                )
              ),

[Line 133 - 227] Paging

This section defines the paging information for the list and sets up rich text formatting for the dynamic links that allow for navigation through the list pages.

133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227

       /* Document list paging */
              a!sideBySideLayout(
                items: {
                  a!sideBySideItem(),
                  a!sideBySideItem(
                    item: a!richTextDisplayField(
                      labelPosition: "COLLAPSED",
                      value: {
                        a!richTextIcon(
                          icon: "chevron-left",
                          link: a!dynamicLink(
                            value: local!docStartIndex - local!docBatchSize,
                            saveInto: local!docStartIndex,
                            showWhen: not(local!docStartIndex = 1)
                          ),
                          linkStyle: "STANDALONE",
                          color: if(
                            not(local!docStartIndex = 1),
                            "ACCENT",
                            "#bbb"
                          ),
                          size: "MEDIUM"
                        )
                      },
                      align: "RIGHT"
                    ),
                    width: "MINIMIZE"
                  ),
                  a!sideBySideItem(
                    item: a!richTextDisplayField(
                      labelPosition: "COLLAPSED",
                      value: {
                        /* Displays a number range which indicates     * 
                         * the current subset of documents in the list */
                        a!richTextItem(
                          text: local!docStartIndex &
                          a!localVariables(
                            local!docEndIndex: if(
                              (local!docStartIndex + local!docBatchSize - 1) > local!docDataSubset.totalCount,
                              local!docDataSubset.totalCount,
                              (local!docStartIndex + local!docBatchSize - 1)
                            ),
                            if(
                              local!docStartIndex = local!docEndIndex,
                              "",
                              " - " & local!docEndIndex
                            )
                          ),
                          style: "STRONG"
                        ),
                        /* Displays the total number of documents */
                        a!richTextItem(
                          text: " " & "of" & " " & local!docDataSubset.totalCount
                        )
                      },
                      align: "RIGHT"
                    ),
                    width: "MINIMIZE"
                  ),
                  a!sideBySideItem(
                    item: a!richTextDisplayField(
                      labelPosition: "COLLAPSED",
                      value: {
                        a!richTextIcon(
                          icon: "chevron-right",
                          link: a!dynamicLink(
                            value: local!docStartIndex + local!docBatchSize,
                            saveInto: local!docStartIndex,
                            showWhen: not((local!docStartIndex + local!docBatchSize) > local!docDataSubset.totalCount)
                          ),
                          linkStyle: "STANDALONE",
                          color: if(
                            not((local!docStartIndex + local!docBatchSize) > local!docDataSubset.totalCount),
                            "ACCENT",
                            "#bbb"
                          ),
                          size: "MEDIUM"
                        )
                      },
                      align: "RIGHT"
                    ),
                    width: "MINIMIZE"
                  )
                },
                alignVertical: "MIDDLE",
                showWhen: local!docDataSubset.totalCount > local!docBatchSize
              )
            },
            width: "MEDIUM_PLUS"
          )
        }
      )
    }
  )
}

Feedback