Create a custom list based on an existing list

Create a custom list based on an existing list on Workplace Central.

Antes de Iniciar

Nota:

You might require additional roles based on the lists that you want to access from Workplace Central.

Role required: sn_wsd_central.workspace_user

Procedimento

1. Navigate to All > Workplace Central > Workplace Central.
2. Select the Lists icon ().
3. Select the My Lists tab, then select Add new list.
   The New List pop-up appears with the Start from existing tab selected by default.
4. On the form, fill in the fields.

   Tabela 1. Start from existing

   Field	Description
   List	Existing Workplace Central list that you want to use for your custom list. The system only displays lists that your role has access to. After you select a list, additional fields are displayed on the pop-up.
   List Name	Display name for the custom list.
   Select columns	Columns that are picked from the selected Workplace Central list and displayed on the custom list. This field is displayed after you select a list in the List field. Some columns might already be selected based on the selected list.

5. In the Add filters section, use the following options to filter and sort the records in your custom list.

   Option	Description
   Use existing filter	Use an existing filter that is available with the selected Workplace Central list.
   Save filter	Save the current filter criteria. You can use saved filters for other custom lists. You can also grant permissions to other users to use the filter for their custom lists.
   Refresh (Update count)	Update the number of records based on the current filter criteria.
   Editor	Create condition sets for the filter criteria.
   Sort by	Select fields that are to sort the results in the custom lists in ascending or descending order.

6. Select Create.