Use My Lists to create a custom list of HR cases that you can readily access and start working on.

Before you begin

Role required: sn_hr_core.case_writer

Procedure

  1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
  2. Click the Lists icon (HR Workspace Lists icon).
  3. Click My Lists.
  4. Click Add new list.
  5. Click Start from existing or Create your own.
    Clicking Start from existing provides existing HR case lists you can select to create a custom My Lists. Clicking Create your own provides you with a list of all tables you can create a list from.
  6. Select how you want to create your My List and fill in the fields.
    Table 1. Start from existing
    Field Description
    List Select the HR case categories that you want to base your My Lists on.
    List Name Fills in based on what you select from List. You can change the name by typing over what displays.
    Select columns The columns are pre-display for you. Click theX to delete columns you don't want to appear.
    Add filters Add filters to further define what cases appear in your My Lists.
    Note: Criteria pre-fills based on what you selected in the List. You can edit, add, or delete the defaults.
    Table 2. Create your own
    Field Description
    List name The name that identifies your My Lists.

    Enter a name for your list.
    Select Source The table that your My Lists is based on.

    Enter letters or the name of the table to start a search, then select q table.
    Select columns The columns you want to appear in your My Lists.

    A list of columns appears based on the table you selected. Click theX to delete columns you don't want to appear.
    Add filters Add filters to further define what cases appear in your My Lists.
    Note: Criteria pre-fills based on what you selected in the List. You can edit, add, or delete the defaults.
  7. Click Create.

Result

A new list is created for you. Change the order of your lists using the Reorder button. For more information, see Create My Lists in workspace. You can also use this keyboard shortcut Ctrl + Shift + Left/Right Arrow to reorder tabs on lists.
Note: Some users (especially non-admins) may not have access/visibility to the lists in the workspaces. For information on troubleshooting, see https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1325208.