Create My Lists in workspace

Create your own filtered lists in workspace to monitor your issues, tasks, or problems, under My Lists.

Before you begin

Role required: agent_workspace_user

About this task

Create different groupings of records than those provided by your system administrator under the Lists tab. For example, you might like to group all records that pertain to incidents associated with a specific company. You can create another version of an existing list, or create an entirely new one. Those lists are only visible to you. To access your lists, select My Lists.

As you can see, My Lists doesn't have list categories, only list filters.

Procedure

1. Navigate to All > Workspace Experience > Workspaces and select your workspace.
   Your workspace opens.
2. Select My Lists.
3. Select +New list.
4. On the form, fill in the fields.

   Table 1. New List

   Type	Field	Description
   Start from existing	List	Existing list that you want to modify. The menu displays all available admin defined lists for selection.
   	List Name	Name for your list. By default this field appends _Copy to the list selected in the previous menu.
   	Select columns	Record fields to include in list view. Columns from the list you selected appear. Add or remove columns to create the list you like as needed.
   	Add Filters	Condition builder to create filters that appear in your My Lists tab. By default the conditions applied to the list selected appear.
   Create your own	List Name	Name for your list.
   	Select Source	Table the records come from.
   	Select columns	Record fields to include in list view. Select the columns that display in the list. By default this field populates with columns from a Workspace list view if one exists. If a Workspace list doesn't exist, the columns are populated with the Default list view of the table selected.
   	Add filters	Condition builder that is applied to the list.

5. Select Create.
   The list appears on the My Lists tab.
6. Optional: To change the order of your lists, select Reorder, then drag each list into the order that you want and select Done.
7. Optional: To modify or delete any of your lists, select the gear icon () and select one of the following:

   Rename

   Enables you to rename a list.

   Personalize Columns

   Enables you to alter the columns that are displayed in the list.

   Save

   Saves the current list and underlying filters.

   Save as

   Saves and renames the current list and underlying filters under My List.

   Export

   Export My List in a variety of formats.

   Delete

   Removes a list from My List.