Lists in Sophora Web

Collect documents in lists to support your workflows. In Sophora Web, you can create lists based on search results, keeping them private for your own use or sharing them with your team.

Access all lists by selecting Lists from the navigation pane. The Lists view allows you to:

• Filter the table of lists.
• Sort by table column.
• Edit metadata directly.
• View the documents contained within a list.

Creating a list of documents

To save search results as a list:

1. Run a search query in the Standard or SoQL search view.
2. List and Grid view: Click or tap the List Plus icon on the top right of the search results. Table view: Click or tap the context menu (three dots icon) on the top right of the Table view, then select Save as document list.
3. In the side panel, select a folder destination for the list.
4. In the dialog, enter a descriptive title and toggle whether the list should be shared with the team or kept private.
5. Click or tap Save.

Viewing the documents in a list

To view the documents in a list:

1. Click or tap Lists in the main navigation pane.
2. Locate your desired list in the table.
3. Click the Magnifying Glass icon to view the documents within that list.

Changing the name of a list

To edit the name of a list:

1. Click or tap Lists in the main navigation pane.
2. Locate your desired list in the table.
3. Click the Pen icon in the row of the list you wish to modify.
4. Edit the name directly within the table.
5. Click or tap the Save (disk) icon on the right side of the table row.

Deleting a list

To delete a list:

1. Click or tap Lists in the main navigation pane.
2. Locate the lists you want to delete in the table.
3. Click or tap the context menu (three dots icon) in its table row.
4. Select Delete from the menu.

Technical notes

Lists are documents

Each list is stored as a standard document within Sophora. While standard document actions—such as cloning or proposing—may be useful, some lifecycle functions (such as setting a list to Offline or Online) have no practical effect on the list's functionality.

Custom metadata

Your administration team can extend the properties of list documents to include custom metadata fields tailored to your organization’s specific needs.

The table columns and filters in the Lists view will adjust automatically, provided that these custom properties are configured on the Base tab of the Lists node type.