Learning new views of Slingr.

At this point, we have an app with some great features running, but maybe you would like to have a view with another design for this specific use case. I think we can make our app look a lot fancier if we add a workflow view. To give you an idea of what I’m talking about, here is how it would look:

Workflow view

Awesome right? Let’s create the workflow view:

  1. Right-click on the node Model > Entities > Tasks > Views, a dropdown menu will be shown, click New view > Workflow view.
  2. Fill in the form with:
    • Label: Task Board
    • Name: taskBoard
  3. Click on Create and edit.

Once the workflow view is created, you will be seeing its configuration details. The first thing to do is to set up the card settings:

  1. In the setting Header select Script and put the following code in the body of the function: 
      return 'Task #' + record.field('number').val();
  2. In the setting Summary leave Field selected and in the Summary field select Title.
  3. Save changes by clicking on Apply.

Now we should define the columns, but before doing that we will add a new field to the entity that will be needed to allow ranking records:

  1. Right-click on the node Model > Entities > Tasks > Fields, a dropdown menu will be shown, click New Field.
  2. Fill in the form with:
    • Label: Rank
    • Name: rank
    • Type: Rank
  3. Click on Create and edit to save it.
  4. Go to the tab Display options.
  5. Set the option Visible to Never. This is to hide this field as we don’t want to show it to our users, we just will use it internally to keep the rank of tasks.
  6. Click on Save to save changes.

Rank field display options

Now we are ready to create the columns in the workflow view:

  1. Click on the node Model > Entities > Tasks > Views > Task board > Columns.
  2. Click on the Create button on the top-right of the page.
  3. Fill in the form with:
    • Label: To do
    • Filters: Status equals To do
  4. Set the flag Allow to rank records and select the field Rank in Rank field
  5. Click on Create to save the column.

Repeat the same process to create these two additional columns:

Label Filters
In progress

Status equals to In progress
Done

Status equals to Done

Task board columns

  1. Once you have the columns we need to define the transitions that will allow moving a card from one column to another:
  2. Click on the node Model > Entities > Tasks > Views > Task board > Transitions.
  3. Click on the Create button on the top-right of the page.
  4. Fill in the form with:
    • Label: Start work
    • Source column: To do
    • Target column: In progress
    • Action: Start work (tasksStartWork)
  5. Click on Create to save the transition.

Repeat the same process to create these other transitions:

Label Source column Target column Action
Complete In progress Done Complete (tasksComplete)
Stop work In progress To do Stop work (tasksStopWork)
Reopen from done Done To do Reopen (tasksReopen)

We are almost there! Let’s do a few improvements:

  1. Click on the node Model > Entities > Tasks > Views > Task board > CRUD actions > Tasks.
  2. For Create, Read and Update set the flag Open in modal to active and click on Apply. This will allow the opening of tasks in a modal.
  3. Click on the node Model > Entities > Tasks > Views > Task board.
  4. Inside Cards settings, in the setting Record menu select Some.
  5. Then in Available actions click on Add and select the action Archive (tasksArchive). This is to be able to archive tasks because we didn’t create a column for the Archived status to keep this view clean.

Finally, let’s add the new view to the navigation:

  1. Click on the node User interface > Navigation > Main menu.
  2. Click on the Add new menu entry button on the top-right of the page and select Add view entry.
  3. Fill in the form with:
    • View: Task board
    • Label: Task board
    • Icon: select the one you like the most!
  4. Click on Create to save the menu entry.

Great! We are done. I know this section was difficult so thanks for sticking with it. Now let’s just push the changes and open the runtime tab. In the next section, we are going to see the changes we have made. Next section: The workflow view.

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