Create My Lists

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. Select the Lists icon ().
3. Select My Lists.
4. Select Add new list.
5. Select one of the following options.
   • Start from existing - Using this option you can select an existing HR case list to create a custom My Lists.
   • Create your own - This option provides you with a list of all tables you can create a list from.
6. In the Start from existing/Create your own form, fill in the fields.

   Table 1. Start from existing/Create your own form

   Fields	Description
   List	HR case list category to use as the basis for your custom My Lists. The List drop-down displays preconfigured HR case list types available to your role. Options may include lists such as Bulk case requests, All HR cases assigned to me, etc. After selecting a list, you can further customize its columns and add filters. Note: This field is displayed only in the Start from existing form.
   List Name	Name of the list, automatically populated based on your selection in the List field, appending '- Copy' to the original name. You can edit this name.
   Select Source	Table that serves as the source for your custom list. Enter a letter or part of the table name to search. For example, to create a list based on the Case table, search for and select Case. Familiarity with the table structure and its columns helps you build an effective list. Note: This field is displayed only in the Create your own form.
   Select columns	Columns included in your list, automatically populated from the selected table. Select X next to a column name to remove it.
   Add filters	Filter conditions that refine which records appear in your list. Note: Filter fields and criteria are based on your selected list. You can add, edit, or delete the default conditions.

7. Select Create.

Result

A new list is created for you. Change the order of your lists using the Reorder button. 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.