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🧩 Listenvorlagen & FYI/Kaskadierung (en)

System administrators in ValueStreamer can create list templates that are used across teams and flexibly distributed through cascading or the FYI (For Your Information) feature. This article explains how to create and adjust templates and correctly activate these additional functions.

🔍 Content

  • Create and edit a list template

  • Configure fields and display options

  • Activate cascading

  • Activate FYI function

  • Tips & Best Practices

  • FAQ

➕ Create or edit a list template

  1. Navigate to Templates → Lists
    📸 Screenshot: Navigation “Templates → Lists”

  2. Click the plus icon to create a new template, or edit an existing one

  3. Enter the basic information:

    • Title (multi-language)

    • Single item label (e.g., "Article"). This appears in the overview below the list, next to the "+" (e.g., "Create article"). To simplify, you can enter "Entry".
      📸 Screenshot: Step 1 – Basic information

  4. (Optional) Activate Cascading and/or FYI:

    • The Cascading toggle automatically activates the required "Team" field

    • The FYI toggle automatically enables the option to forward list entries to other teams using the same list, for informational purposes only
      📸 Screenshot: Cascading settings

🧩 Define fields and display options

  • Choose and configure field types (text field, selection, date, etc.)

  • Set order and required fields
    📸 Screenshot: View configuration

🔄 Activate cascading

  • Switch on the Cascading toggle in Step 1

  • The required "Team" field will automatically be added in Step 2

  • Allows cross-team list management with filter visibility

  • Disabling removes the "Team" field

🔔 Activate FYI function ("For Your Information")

  • The FYI toggle is located below the cascading option

  • Lets users forward list entries to other teams using the list, for informational purposes

  • FYI teams have read-only rights (no edit rights)
    📸 Screenshot: Function explanation

  • A "FYI" filter appears automatically in the list view

  • FYI entries remain visible to FYI teams for one week after completion to prevent loss of information immediately after creation

ℹ️ Additional notes

  • Only system administrators can create or modify list templates

  • Cascading ≠ duplication – entries remain in their original list

  • FYI works like FYI forwarding for measures – without edit rights

  • Currently, there is no delete function for templates – only edit

  • Data loss possible when disabling cascading without prior backup

✨ Tips & Best Practices

✔️ Activate cascading only if lists will be used across teams
✔️ Use FYI for transparent information sharing without edit rights
✔️ Standardized field structures make later analysis easier
✔️ Clear titles and field labels avoid misunderstandings

❓ FAQ

What happens when cascading is disabled?
→ The automatically generated "Team" field is deleted. Warning: Data loss possible.

Can FYI teams edit list entries?
→ No, FYI means read-only access.

How long do FYI teams see completed entries?
→ One week after completion.

Who can create and edit list templates?
→ Only system administrators.

Can I activate FYI without cascading?
→ No, it only works with cascading active.