Last Update: Sept 20, 2022

Platform: Web

Designer: SF UX Team

Intro

The worklist floorplan also known as list report, users can view and work with a large set of items. This floorplan offers powerful features for finding and acting on relevant items. It is often used as an entry point for navigating to the item details, which are usually shown on an object page.

in SuccessFactors, we have added additional UI elements to the standard floor plan to increase the coverage of HR use cases and their requirements.

ListReport_SF specific.png

List Report_SuccessFactors specific solution

ListReport Fiori Standard

Usage

Users need to find and act on relevant items within a large set of items by searching, filtering, sorting, and grouping.
You want to let users display the whole dataset using different visualizations (for example, as a table or as a chart), but no interactions are required between these visualizations. An example use case might be reporting.
Users need to work with multiple views of the same content, for example on items that are “Open”, “In Process”, or “Completed”. You want to let users switch views using tabs, segmented buttons, or a select control.
Drilldown is rarely or never used, or is only available via navigation to another page, and not as free or flexible drilldown within the page itself.
Users work on different kinds of items.
Users need to see or edit one item with all its details. Use the object page floorplan instead.
Users need to find one specific item, and the item or an identifying data point is known to the user (such as a code). Use the initial page floorplan instead.
Users need to work through a comparably small set of items, one by one. Use the worklist floorplan instead.
Users need to extract knowledge or insights from data, either to better understand the current situation, or to identify the root cause for a certain value. Use the analytical list page instead.
Charts are not only used for visualization. Users need to switch between integrated chart and table views (hybrid view). Use the analytical list page instead.
Users need to see the impact of their action on a KPI. Use the analytical list page instead.
Users need to see not only the result, but also the impact of their filter settings directly in a chart representation. Use the analytical list page instead.

Structure & Components

In SuccessFactors, we use a specific list floor plan that places analytical elements like chart and grid views in an area between the filter bar and the list view. This Summary Info area can be shown and hidden. Unlike the standard analytical list page, the SuccessFactors approach is lighter and more flexible, reserving more space for the actual list while still providing analytical information.

Summery Section expanded.PNG

Summary Info section expanded

Summery Section collapsed.PNG

Summary Info section collapsed

In this paragraph we described the SuccessFactors specific aspects of the floor plan. For more information about the structure and components of the standard list view, please refer to the Fiori Design Guideline: List Report Fiori Standard

Behavior & Interaction

The Summary Info area can be shown and hidden with a control left side of the label. The user finds also a toggle button to choose between chart and grid view.