---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/customer-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Manage customized record lists

# Manage customized record lists {#ariaid-title1}

Release version: Australia  
Updated October 28, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Agents can manage the customized lists of records that they create in CSM Configurable Workspace. This includes saving a copy of a list, renaming a list, sharing or deleting a list, and opening a list in a new tab.

## Before you begin

Role required: sn_customerservice_agent, sn_customerservice.consumer_agent

## Procedure

1. Navigate to WorkspacesCRM Workspace.
2. Select the List icon and then select the My Lists tab.
3. Select the Menu item actions icon next to a list.
4. Select one of the following actions.

   | Action | Description |
   | Save a copy | Saves a copy of the table with the name you provide in the Title field. |
   | Rename | Renames the table with the name you provide in the Title field. |
   | Share | Shares the list with the selected Users and Groups. |
   | Delete | Deletes the list after you confirm the action in the Delete modal. |
   | Open in new tab | Opens the list in a new tab. |
   |-|-|

   {#csm-config-ws-manage-custom-list__choicetable_iyl_j31_blc}
**Related tasks**   

* [Search and filter lists](https://www.servicenow.com/docs/IXfzPimwBBu1FZMi_zbpjw "Agents can search and filter records in lists in CSM Configurable Workspace. Agents can also sort and group records.")
* [Create a customized list of records](https://www.servicenow.com/docs/QqIPtkpdjtcwmvspJSm3Qw "Agents can create a customized list of records in CSM Configurable Workspace.")

*[\>]: and then