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File list

The widget provides quick access to company files. It can display files from a specific folder or documents filtered by parameters — a file name, author, created date, etc.  

You can define how users interact with files in the widget:

  • Only view the files in the list.
  • Perform the same actions with files as they would in the Files workspace, based on their access permissions. This includes moving files, adding new versions, creating folders, and more.

You can also restrict the types of objects users can add using the widget. For example, you can forbid users to create web documents and app items.

The widget is placed on the app and task forms, as well as on pages. To set it up, drag it from the right panel of the interface designer to the modeling canvas, or click +Widget. Configure the settings in the pop-up.

Main tab

On this tab, define the following parameters:

file_list_wiget_01

  • Display style. Determine which files users can view in the widget. You can display all files in a specific folder or set up a filter so that only files that match the specified parameters are available in the widget.
  • When selecting the Folder display type, in the Search by folder name field, specify the folder to display files from:
    • By folder name. In the Folder* field, select the folder from which to display files.
    • By folder ID. In the Folder* field, enter the folder ID. To get it, navigate to the folder and copy a value of the form 00000000-0000-0000-0000-0000-000000000000 in the browser address bar. If you are configuring an app form, the option can be linked to a context variable that stores the ID of the required folder. To do this, click clip0269.
    • Limit root directory. Check the box to not display the path to the specified folder above the file list. Then the user will not be able to navigate to the parent folder and other folders in the Files workspace.
  • When selecting the Filter display type, set the conditions that determine which files to show in the widget. To do this, click the filter icon and set additional parameters.FIle_list_filter
  • Access parameters. Determine what actions users can perform with folders and files in the widget:
    • Edit. According to the configured access permissions to folders and files, users can edit and create objects.
    • View only. Enable this option to restrict users to viewing the file list and opening files in preview mode. Other file actions, such as editing, moving, or uploading new versions, will be disabled within the widget.
  • Configure “Create” button restrictions. This option is available if you set the Access parameters to Edit. It allows you to determine what actions the user can perform in the Create button menu. Enable this option and select:
    • Restrict app item creation.
    • Restrict web document creation.
    • Restrict folder creation.
    • Restrict file creation.

 

Events and System tabs

These tabs set system settings that are the same for all widgets. They allow you to configure a widget’s visibility and access to its data, define what happens, when the user moves or hovers the pointer over the widget, etc. To learn more, see System widget settings.

To complete the settings, click Save. To make the changes available to users, click Save and Publish in the top toolbar.

Use case

The page displays documents from the My Files folder and shows the result of searching for files by the filter configured in the widget, where the name and date of creation are defined.

widget_file_list_02

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