As an App Adm, I want to create table views with a fixed entries filter of list field types (select from list and single selection)

• Type: Story
• Status: Closed
• Priority: Minor
• Resolution: Completed
• Affects Version/s: None
• Fix Version/s: Master
• Component/s: App Builder
• Labels:
  • 7.3-app_builder_must_have
  • 7.3-ce-ga1
  • 7.3-ce-ga2
  • appbuilder_test_poshi_sanity
  • appbuilder_test_spira
  • qa_reviewed
• Epic Link: App Builder - Create Multiple Forms and Tables
• Sprint: App_Builder_7.3_12, App_Builder_7.3_13, App_Builder_7.3_14, App_Builder_7.3_15, App_Builder_7.3_16, App_Builder_7.3_17

As an App Adm, I want to create table views with a fixed entries filter, so that I can control the base view of entries shown in my table and prevent my App's users from seeing data they shouldn't.

Design deliverable:

Mockups

Filter Entries (Fixed Filters) - List Fields

The fixed filters feature aims to allow users to configure a Table View to load/show only a specific set of the records of the Object. That specific set of records is defined through filters that the user can apply for each column.

This story aims to implement the possibility to apply fixed filters on List types fields.

Acceptance Criteria

• 1- Given that the user is creating or updating a table view of an object, when the user clicks on a list type column that was inserted in the table view, then the user should be able to see, define, remove and edit a fixed filter for that column, in which will determine which records should be loaded in the table view;
  • The user should be able to apply/combine fixed filters in two or more different columns of the same table view;
  • The filter should list all the values available for that list type field and let the user selects the ones that should be loaded in the table view when deployed;
    • For single selection fields, the type of filter should be "OR", meaning that the table view should load any record that has at least one of the values selected in the specific field;
    • If the field is set to load values from an external sources (e.g. Data Provider, Lookup, Relationship), those possible values should be loaded here, so the user can select and apply the filter.

• 2- Given that the user has configured a fixed filter in one or more selection field, when a user accesses that table view in a deployed App, then the table should load only the entries that attends the fixed filters applied in the table view configuration.
  • When combining fixed filters of two or more different fields in the same table, the results should be an "AND". Meaning that the table should only load entries that attends (at the same time) all criterias defined in all fields that has a fixed filters applied.

• 3- Given that the user is editing a table view of an object, when the user accesses the "filter" tab on the table view right sidebar, then the user must be able to see and configure the fixed filters of any and all list type field inserted into the table view.

• 4- Given a table view with fixed filters applied in one or more fields, when the user is creating or updating the Table View in App Builder, then the user should be able to identify which columns has a fixed filter applied.

Definition of Done (DoD):

• All Acceptance Criteria were passed;
• Make sure that the expected automated tests were created (unit / integration / functional) and passed successfully;
• Verify if the test labels were added;
• Code with peer review completed;
• Validated by QA, Product Designer and/or PM;
• No critical bug related to Story scope (ex.: similar of FP4, FP5);
• Make sure that all system documentation were updated (if necessary)
• Make sure that it has the extensions points needed to allow GS and customers to customize the feature