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Forums / Developing with Sitefinity / Sitefinity 3.2 Document Lists filtering.

Sitefinity 3.2 Document Lists filtering.

6 posts, 0 answered
  1. UI Crew
    UI Crew avatar
    151 posts
    Registered:
    27 Sep 2012
    06 Mar 2008
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    Hi,

    We have a large intranet with many internal business divisions (about 40) which is gradually moving to Sitefinity.

    We are about to move to 3.2 as the Documents & Images module is a big requirement.

    There is lots of pages with lists of documents which the module would perfect for. Originally we were going to setup each division with a document group and so it was easy to manage.

    For example there would be a document group called "Property Division" which would contain all the docs for the property division.

    I originally imagined that the document list control would be able to display documents in a list based on a document group, categories or tags but it appears you can only filter by document group.

    Am I missing something - I can see no way in the document lists control that you can set it only to display a list of documents with a certain tag only for example.

    It appears that you can only achieve this by setting up a separate group for every single list... if one division has a requirement for 10 different document lists on 10 separate pages surely we don't have to have a document group for each list... this would result in many groups and make doc management difficult.

    As a side note -I think it would be valuable to allow categories in the module too.

    Thanks

    Seth
  2. Tihomir
    Tihomir avatar
    53 posts
    Registered:
    24 Sep 2012
    06 Mar 2008
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    Hello Seth Cleaver,

    Let me start one by one:

    I originally imagined that the document list control would be able to display documents in a list based on a document group, categories or tags but it appears you can only filter by document group.

    These features seem quite interesting but the idea behind the download list control was to display in a user-friendly manner list of files grouped by a certain criteria which we decided to be only the document group for the time being. If our clients like it and give reasonable feedback as to what should be added and what enhancements should be made to it so that it is more valuable and productive, we will definitely invest the time and resources to upgrade it but for now it serves it purpose - to display a list of files for downloading.

    As a side note -I think it would be valuable to allow categories in the module too.

    If you have missed it, I explained in a post in this thread our decision to remove this feature from our Documents & Images module. We will be glad to hear your feedback as to how you see this feature implemented so that we can have enough information when we decide to upgrade this module for the upcoming releases.

    Thanks for taking interest in the new
    Documents & Images module! All feedback we get is more than welcome!

    Best wishes,
    Tihomir
    the Telerik team

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  3. UI Crew
    UI Crew avatar
    151 posts
    Registered:
    27 Sep 2012
    07 Mar 2008
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    Hi Tihomir,

    Thanks for the reply. I would like to challenge the Sitefinity team's thinking on the document lists functionality.

    Indeed the document list does provide a user-friendly manner of listing files for download. It's excellent and just what we are looking for however I believe that restricting it to only the document group and not leveraging the power of tags to enable further filtering of the lists initial view may be really detrimental to its usefulness. This might be ok for smaller sites but for large sites with many content editors it will be a real problem (especially on intranets in large organizations).

    I think the issues below could be overcome simply by adding the ability to filter a download list by tags as well as groups:

    The current restriction forces users to have multiple copies of the same document in Sitefinity (really bad). Where possible there should only be a single record of a document. If I have to have a different group for every different list in my site and I want the same document to appear in multiple lists then I will have to have a copy the same document in different groups. If i want to update that document I will have to ensure that I update all occurrences of the document in Sitefinity rather than a single occurrence.

    If you allow filtering by groups AND tags I can create a list from a single group OR create a list of documents from a single or multiple groups with the same tag.

    For example: A very common scenario - I have a site section called "Projects" and a page called "Project Documents" which lists all the documents in the "Project Documents" document group however on the other project pages I want to have a short document list called "Useful documents" in a minor column which lists just the most popular project documents. The "Useful Documents" list is created by applying the "Useful" tag to the required documents in the "Project Documents" group and fltering. The current inability to filter by a tag means I have to have 2 copies of the most popular documents in the Sitefinity database one in the "Project Documents" group and another in a "Useful Documents" group to achieve this.

    On large sites it will greatly increase the need for a large number of document groups if a unique group must be created for every downlist required on the site.

    I am currently working on a project which uses Sitefinity for an intranet currently there is 179 pages in Sitefinity and probably only 5% of pages are maigrated to Sitefinity. There are 40 divisions in this company each with a section of the intranet that they maintain. There are a large number of documents and forms lists... you can image how many document groups there will need to be and duplicate documents if there has to be a unique group for every document download list on the site.

    Documents and group permissions would be far easier to manage if each division had 1 or 2 document groups to manage and they could create their different lists by applying tags and filtering by groups AND tags. We could then have a few "Common" document groups which all divisions use to store documents that are shared across the whole organization.  

    Is there any way that I could achieve by modifying the current control slightly?

    Is this something your team could consider as a high priority and move quickly on... surely it wouldn't be that hard to provide an additional filter. I know that you can choose to show the tags in the list and click on the tag to filter the documents so surely applying a filter from the properties shouldn't be too hard?

    Thanks for all you hard work... 3.2 is awesome and I am very excited about working with it.

    Thanks

    Seth
  4. Tihomir
    Tihomir avatar
    53 posts
    Registered:
    24 Sep 2012
    07 Mar 2008
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    Hi Seth Cleaver,

    First, I would like to really thank you for your detailed explanation and the positive feedback you gave us.

    After reading carefully your last post, I have a piece of good and a piece of bad news for you. Let me start with the bad news - we will not have the resources to upgrade the Download List control for the upcoming SP1 release but we will definitely try to include the features you want in the future. Now the good news - I think there is a workaround for your problem which won't need much custom coding.

    Here is what I mean:

    1. You will need to create a class which derives from Telerik.Libraries.DownloadList control.

    2. You will need to add this code to it:

            public override ContentView.DisplayModes DisplayMode 
            { 
                get 
                { 
                    object obj = this.ViewState["DisplayMode"]; 
                    if (obj == null
                    { 
                        return DisplayModes.Auto; 
                    } 
                    return (DisplayModes)obj; 
                } 
                set  
                { 
                    this.ViewState["DisplayMode"] = value; 
                } 
            } 
     
            public Guid ExplicitTagID 
            { 
                get 
                { 
                    return this.TagID; 
                } 
                set 
                { 
                    this.TagID = value; 
                } 
            } 


    3. You will need to add your control to the control toolbox by registering it in the web.config file.

    4. When you edit your control in edit page mode, set the DisplayMode property to Tags and set ExplicitTagID to the tag ID you want to be used as filter. You will also want to select the file libraries which will be used to get the intersection between the tag and the groups.

    Obviously, this is not the prettiest workaround and there should be a lot more added as code if one wants it to become a bit more usable but it should serve your purpose or at least give you an idea how to tackle the problem.

    Once again, I want to thank you for showing interest in the module and its further development!

    Sincerely yours,
    Tihomir
    the Telerik team

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  5. Andy
    Andy avatar
    62 posts
    Registered:
    01 Aug 2008
    10 Dec 2008
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    Just a short note to add my agreement to Seth's comments.
    I think filtering by Tag is a valuable addition.

    I have 10 very similar micro-sites based upon a common set of data, so basically they all live within the same CMS.
    Each site has a list of downloadable documents.
    Some of those documents will be common to one or more sites.
    I don't want to have to store the same document in two libraries (one library for each site)
    In this case, filtering the download list by tag would be ideal.

    Also I think the Categorisation of ibrary items should be re-enabled out of the box.

    In my opinion, the more ways there are to sort / filter / display data, the easier it is to customise a page to requirements without having to dig too far into the innards of Sitefinity.

  6. Georgi
    Georgi avatar
    3583 posts
    Registered:
    28 Oct 2016
    10 Dec 2008
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    Hi Andy,

    Thank you for your notes. We are kind of reworking areas of this modules and will consider your suggestions.

    All the best,
    Georgi
    the Telerik team

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6 posts, 0 answered