How to configure Lists in strategic planner workspace (fka Alignment planner workspace)?

[Sandeep V1]

Create / Edit a list category

1. Navigate to sys_ux_list_menu_config.list.

2. From the UX List Menu Configurations list, select APW List Menu Configuration.

3. Select a new category or a new list.

   Option	Action
   New category	From the UX List Categories related list, select New.
   New list	From the UX Lists related list, select New.

   Tip: Create a category first and then create a list.

• To create a new list category, click on New and fill the following fields

  Field	Description
  Title	Display name of the category in the workspace.
  Application	Application scope. Ensure that this is set to Portfolio Planning.
  Order	Order in which this category is displayed in the workspace.
  Active	Option to enable the display of this category in the workspace.
  Description	Brief description of the category.
  Configuration	Configuration that the category is referencing. By default, this field is set to APW List Menu Configuration.

  • If you want to hide any list category, change the Active to false.

   

  Create or Edit a list item

  1. To create a new list item, go to UX Lists and create new by filling the following fields.
  2. To hide any list items, change the Active to false.

Field	Description
Title	Display name of the category in the workspace.
Application	Application scope. Ensure that this is set to Portfolio Planning.
Order	Order in which this category is displayed in the workspace.
Category	Category that this list would be displayed under, in the workspace.
Active	Option to enable the display of this category in the workspace.
Table	Source table for the list.
Configuration	Configuration that the category is referencing. By default, this field is set to APW List Menu Configuration.
Conditions	Conditions to filter the records of the source table.
Columns	Columns of the table that must be displayed in the list in the workspace.
Group by column	Attribute that would be used to group the list of records by.
View	View to determine which columns are displayed in the list in the workspace. If you select a view, the Columns field is disabled.

Make sure the new list items show up in SPW

1. Navigate to sys_ux_applicability_m2m_list.list.
2. Create a new entry in this table for every new list item created.
3. Make sure the applicability is filled with the right audience as below.
   

How to add NEW button on top of the list?

1. Navigate to Workspace Experience --> Actions & Components --> List Actions
2. Click New from the list to create a new action, set the following value
   1. Action Label : New
   2. Action name: create-new-uxf
   3. Implemented as : UXF Client Action
   4. Table: <TABLE NAME>
   5. Specify client Action: Create New Record
   6. View: <Select the view on table>
3. Save the record

[bperkins]

This is a great article @Sandeep V1. I'm curious if it is possible to apply different lists to difference audiences? For example, I'd like our Portfolio Managers to have access to see the list of Demands and Projects but all other users to view through the Planning Items in the Portfolio Plans. Would this be through List Applicabilities?