Card views

You have two options for displaying lists of instruments in My Projects, My Assignments, and the lookup: list view and card view.

The list view is the original view, showing the records in a list. The card view was added more recently to provide an alternative layout.

The card view shows information about the records in the list on configurable cards. You can use Infor Public Sector to configure the fields that you want to show. For example, when showing building applications, you might want to show information about fees to customers, but not to users in the public role.

To configure the information that is shown in the card views, use the System Setup forms for the CDR modules and the Service Request Type form for Customer Service.

This table shows the widgets to use if you want to show the list view or the card view in difference contexts:

Context List view widget Card view widget
Lookup Instrument List View Instrument List Card View
My Assignments My Assignments View My Assignments Card View
My Projects My Projects View My Projects Card View
Note: In the My Assignments Card View widget and the My Projects Card View widget, the type list in the instrument filter includes only types of instruments that the user has submitted in the portal. This is to help users locate their instruments by showing only the relevant types. In the Instrument List Card View widget and the list view widgets, all types are shown.

Stored procedure mode

To improve performance in the card views, you can use a stored procedure in the database to load the user's instruments. With the stored procedure the widgets will load more quickly.

In addition, if stored procedure mode is enabled, an Area field is added to the widget's search criteria.

To enable the stored procedure, open the widget configuration and set Stored Procedure Mode to True.

You must also add the models that the stored procedure uses to the whitelist. In the Portal configuration, select the Security > Service Model Whitelist > Allowing Models node and add child Model nodes for these models:

  • Infor.PublicSector.Services.Portal.MyInstrument
  • Infor.PublicSector.Services.Portal.RelatedInstrument
  • Infor.PublicSector.Services.Portal.IncludedInstrument