Global Lists

Overview

The Global lists module allows authorized users to manage data lists from the Administration Module. It's a solution to manage and centralize data that you can use to populate drop-down lists in your web forms.

There's no limit to the number of items in a global list, which can have up to 20 columns. Good user interface performance depends on the number of cells (items × columns), and is optimized for at least 5000 cells (for example, 1000 items with 5 columns or 250 items with 20 columns).

The supported data types for columns are TEXT, NUMERIC, or DATE.

The data that populate a static global list come from within the user interface.

The data that populate a dynamic global list come from a database. The contents of the list are updated each time the web form is executed.

Global lists screen

Buttons

Remarks

New list

Adds a new global list

Refresh

Refreshes the global lists screen

Import

Imports data from CSV or XML format into an existing list or as a new list; this is useful to quickly add data from a file or copy/paste from the clipboard.

Export

Exports data to a CSV or XML file; this is useful to export data for use in multiple environments (development, production, test, etc.)

Duplicate

Duplicates a global list

Delete

Deletes a global list

Filters

Search

Remarks

Name

Filters on the list’s name

Manager

Filters on the name of the manager of the list

Update date

Filters on the update date (period from/to)

Updated by

Filters on the last user who has updated the list (last name or first name)

Global lists list

Columns

Remarks

Name

Name of the list

Manager

None (no restriction) or the global participant authorized to update the list; you can restrict the access to the global list to user(s) of a global participant.

Content

Number of items or a link to define the global list form

Last update

Date and time of the last update

By

Last user who has updated the list

Global lists form

Click Define in the Content column to define or edit a global list.

Tabs

Remarks

Items

Add static items into the list; items can be sorted by value or descriptive text, and translation languages can be chosen from a drop-down list.

Columns

Add columns (limited to 10 columns)

Supported datatypes:

  • Text

  • Numeric

  • Date

By default, columns are Text (text data type) and Value (text data type).

Databind

Connection name or string to the bound database

  • Name of the connection string defined by the Administrator in the WorkflowGen web.config file

  • Connection string to a database

  • SQL query (SELECT command) to retrieve data

✏️ Note: It's strongly recommended to use a connection name rather than a connection string to simplify multi-environment management. Connection names are centrally managed in the WorkflowGen web.config file.

Importing data

Click the Import button in the menu banner to import data into a global list from a file or a copy of your clipboard. The supported formats are WorkflowGen global list XML or CSV.

The CSV format must be as follows:

COL_NAME[,...n]
["TEXT|NUMERIC|DATE"[,...n]]
VALUE[ ,...n]

Examples

Importing text-only columns

By default, columns are considered as TEXT data types; therefore, if all columns are TEXT data type, it's not necessary to specify the data types.

iso,country
AD,Andorra
AE,United Arab Emirates
AF,Afghanistan
AG,Antigua and Barbuda
AI,Anguilla

Importing with numeric and/or date data types

In this case, the second line is used to set the columns’ data types.

Id,iso,Country
NUMERIC,TEXT,TEXT
1,AD,Andorra
2,AE,United Arab Emirates
3,AF,Afghanistan
4,AG,Antigua and Barbuda
5,AI,Anguilla

Importing with enclosed strings

To protect some data like double quotes, commas, etc., you can enclose the string with double quotes.

Id,Lastname,Firstname,Address,Birthday
NUMERIC,TEXT,TEXT,TEXT,DATE
1,DOE,John,"1111 N. Sample, Mt. Prospect, IL 60000","01/01/1980"

Exporting data

You can export data from a global list to a file by selecting the list and clicking the Export button in the menu banner.

Security

All connection strings in \wwwroot\wfgen\web.config are available for use in global lists and the Form Designer, except for the master database connection string. While the application tries to verify that user-supplied SQL queries used in these contexts are secure and contain only SELECT statements, you should also make sure that exposed connection strings are secured at the database level. This means that if you don’t want a process manager or a global list manager to be able to update or modify a certain database, the connection string should have read-only access to your database.

Keep in mind that process designers can also use any connection string that they have access to from the Form Designer’s code-behind editor. If you want to restrict a global list manager’s access to a connection string while still allowing the process designer to use it, you should add the connection string to the WebForm application’s web.config file (\wwwroot\wfgen\WfApps\WebForms\web.config).

Connection strings in the WebForms web.config aren't exposed in the WorkflowGen UI, so for process designers to be able to use them, they must know the name of the connection string. This is also a convenient way to give different process managers access to specific connection strings.

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