How to create a list?

To create a list manually from a particular module, follow these steps:

1. Click the drop-down present on the left corner of the List View screen.
2. Click the + button along the Search for List bar.
3. Enter the name of the list in the List Name field.
4. Provide List Information:
   • (OPTIONAL) Enable the Set as Default checkbox to set the list as default. This helps you and other users to view only the most important records.
   • (OPTIONAL) Enable the List in Metrics checkbox to view the list in the dashboard.
   • Choose the Default sort column and sort order from the given options.
   • Select columns from Available Fields to be shown in the list. Selected columns appear under Choose columns and order.
   • Sort the fields under Choose columns and order using the drag-and-drop action.
   • Click Next.
5. Choose List Conditions:
   • You must specify a set of conditions based on which the list will be created. The list will be available in the Lists drop-down in the List View.
   • Add conditions in the ‘All Condition’ field or ‘Any Condition’ field or both based on which the list will be sorted.
   • Choose a field on which you want to apply the condition from the Select Field field.
   • Choose List conditions from these options:
     • Equals
     • Not equal to
     • Starts with
     • End with
     • Contains
     • Does not contain
     • Is empty
     • Is not empty
   • Add users and groups according to which the list has to be sorted.
   • Click on Save to finish the list creation process.
   • Click Next to continue.
6. Provide Sharing Information:
   • Select the users or roles with whom you want to share the list.
   • Click Save and Share.
   • Add users only if you intend to share the list with them.

A confirmation message saying ‘List saved’ will pop up after the list is added.

To learn more about List View, click here.