A worklist displays a collection of items that are to be processed by the user. Working through the item list usually involves reviewing details of the list items and taking action. In most cases, the user has to either complete a work item or delegate it.
The focus of the worklist floorplan lies on processing the items. This differs from the list report floorplan, which focuses on filtering content to create a list.
Use the work list floorplan if:
- The user has numerous potential work items and needs to decide which ones to process first.
- You want to give the user a direct entry point for taking action on work items.
- Your app uses the full screen layout. The full screen worklist is preferable if the work items are complex objects.
Do not use the work list floorplan if:
- You want to create only a lightweight worklist. Instead, use the split-screen layout for simple scenarios.
- The items you are showing are not work items.
- You want to show large item lists, or combine different data visualizations (graphics or tables). In this case, use the list report floorplan instead.
The launchpad shell bar is always available at the top of SAP Fiori apps. The app title (app header) reflects the title of the launch tile, such as Manage Products.
The worklist contains a list of work items. You can also use the icon tab bar to split the list into different categories. In addition, the worklist can use filters and variants, as described for the list report floorplan. Bear in mind, however, that if users can filter the list, they may also overlook important work items.
To ensure that the application runs on all devices, we recommend using the responsive table. The responsive table also offers a wide range of options for optimizing the layout, scalability, and how the user takes action.
Responsiveness and Adaptiveness
The worklist floorplan is optimized for working down a list of items. Ideally, the system provides the user with a complete list of work items in the correct order. You should also ensure that no important work items are lost, and keep distracting functions to a minimum.
The most basic version of the worklist is therefore a plain page with a list.
Category Work List
The icon tab bar enables users to call up work items in specific categories. This can help users identify critical items more easily. Different tabs can also contain tables with different configurations (for example, with different columns or actions).
You can offer visual orientation by applying semantic colors to the icons for the different categories (for example, red on the Error tab below).
KPI Work List
The key performance indicator (KPI) worklist allows the user to track a KPI while processing the worklist. You can display the KPI in the subheader.
The header title contains the global actions. These actions can apply to individual or on multiple items based on selection. While this provides the possibility to process multiple items at a time it always involves more clicks for the individual work item.
If there is a most frequent action on work items, this action could also be included in the line together with the item. This reduces the amount of interaction required to a single click per item. Obviously, this only works if the list already offers enough information to take the decision.
In many cases the user will have to inspect the details of a work item to get all information that he needs to take action. In this case the user navigates to the work item details. Here, all actions required should be offered to the user. When accomplishing the task the user should be returned to the work list, the processed item should disappear or move to a completed section and the action should be confirmed by a message toast.
Work list has no visual design on its own, but application design and development should make sure that the margins and paddings are similar to the normal page layout (e.g. the controls should have the same margins inside the Side Content container).
Want to dive deeper? Follow the links below to find out more about related controls, the SAPUI5 implementation, and the visual design.