Work list with actions at line item level
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 worklist 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. For simple scenarios, use the split-screen layout instead.
Do not use the worklist 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.
The header content of the page gets a snapping behavior. This includes the tab bar. The header content collapses after scrolling the page if used with the sap.m.table (responsive table), or can be collapsed manually if used with the sap.ui.tables (grid tabel, analytical table (ALV), tree table).
In edit mode or for finalizing actions there is a footer toolbar. This element appears on the bottom of the page content and contains finalizing actions.
The worklist floorplan allows the user to work through 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.
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).
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 multiple items selected by the user. Placing actions in the toolbar allows users to process several items at a time. However, more clicks are required to process individual work items.
You can also offer actions at line item level. This reduces the interaction required to a single click per item. Consider offering actions at line item level for most frequently used actions, and if the list provides enough information to make the a decision.
Often, users will need more information before they can take action. In this case, offer navigation to the work item details, and offer all the relevant actions in the detail screen.
Once the user has completed the task, the app should:
- Return the user to the worklist.
- Remove the processed item from the list, or move it to a “completed” section.
- Confirm the user’s action with a message toast.