Create your first List View in a few simple steps

Step 1: Create a New List View

1. Go to Workflows V2 in your Leena AI dashboard
2. Click Applications in the left menu
3. Click the Create New button
4. Choose List View from the template options
5. Enter a name for your List View (e.g., "Employee Directory")
6. Add a description so others know what it's for
7. Click Create

Your List View is now created with a basic workflow ready to configure.

Step 2: Understanding the List View Builder

The List View builder has 5 steps shown as tabs at the top:

Step 3: Customize Your Table (Step 1)

This is where you define what columns appear in your table.

Adding Columns

1. Click Add Column button
2. Configure the column:
   • Column Name: What users see (e.g., "Employee Name")
   • Field: The data field this column shows
   • Type: How it displays (text, date, status, etc.)
3. Click Save

Managing Columns

• Reorder: Drag columns to change their order
• Edit: Click a column to change its settings
• Delete: Remove columns you don't need
• Manage Table: Click to see all columns and table settings

Layout Options

Click Customize Layout to adjust how the table looks, including column widths and visibility.

Step 4: Set Up Global Constants (Step 2)

Global constants are fixed values that can be used throughout your List View, such as:

• API endpoints
• Default values
• Configuration settings

Your administrator may set these up, or you can add them as needed.

Step 5: Configure the Workflow (Step 3)

This is where you tell the List View where to get its data. The workflow builder (Flow Canvas) lets you visually design how data flows.

Understanding the Default Workflow

When you create a List View, it comes with a basic workflow:

┌──────────────┐      ┌──────────────┐      ┌──────────────┐
│   Trigger    │  →   │    Mapper    │  →   │     End      │
└──────────────┘      └──────────────┘      └──────────────┘

Adding Data Fetching

To fetch data from external systems, you need to add nodes between the Trigger and Mapper:

1. Open the Set Workflows tab
2. In the Flow Canvas, click to add a new node
3. Choose the type of node:

Using Action Nodes (Connectors)

Action nodes connect to external systems through Synapse connectors:

1. Add an Action node to your workflow
2. Select the connector (e.g., Workday, SAP, ServiceNow)
3. Choose the connection (your organization's configured connection)
4. Select the action (e.g., "Get Employees", "Search Records")
5. Map the input parameters (pass search/filter values from the Trigger)
6. Connect the node's output to the Mapper

Configuring the Mapper Node

The Mapper transforms the data from your Action node into the format your table needs:

1. Click on the Mapper node
2. For each table column, map the source field:
   • Name column ← Employee Name field from API response
   • Email column ← Email Address field from API response
   • Department column ← Department field from API response
3. Save the mappings

Example Workflow: Employee Directory

┌──────────────┐      ┌──────────────┐      ┌──────────────┐      ┌──────────────┐
│   Trigger    │  →   │   Action     │  →   │    Mapper    │  →   │     End      │
│              │      │  (Workday    │      │              │      │              │
│ search,      │      │   Get        │      │ Map fields   │      │              │
│ filters      │      │   Employees) │      │ to columns   │      │              │
└──────────────┘      └──────────────┘      └──────────────┘      └──────────────┘

Step 6: Add Row Actions (Step 4)

Actions are buttons that appear on each row. See the Adding Actions guide for details.

Quick steps:

1. Go to Set Actions tab
2. Click Add Action
3. Configure the action (name, type, what it does)
4. Set conditions for when it appears
5. Save

Step 7: Configure Filters (Step 5)

Filters help users narrow down the data:

1. Go to Set Filters tab
2. Use the Form Builder to add filter fields
3. For each filter:
   • Set the label (e.g., "Department")
   • Choose the type (dropdown, date picker, etc.)
   • Configure the options
4. Save

The filter values are automatically passed to your workflow's Trigger node.

Step 8: Preview and Test

Before publishing:

1. Click the Preview button
2. Test on Desktop view
3. Test on Mobile view
4. Try searching and filtering
5. Verify data displays correctly
6. Test any action buttons

Step 9: Publish

When everything works:

1. Click Publish
2. Confirm the publish
3. Your List View is now live

Where Users Find Your List View

Published List Views appear in:

• The List Views section of the Workflow dashboard
• Direct links you share
• Embedded locations (if configured)

Summary: How Data Flows

User opens List View
        ↓
Types search, selects filters
        ↓
Trigger node receives inputs
        ↓
Action node fetches data from external system
        ↓
Mapper node transforms data for table
        ↓
Table displays results
        ↓
User clicks action buttons