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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create a customized list of records

# Create a customized list of records {#ariaid-title1}

Release version: Brazil  
Updated October 28, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Agents can create a customized list of records in CRM Workspace.

## 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 Create new list to display the New List modal.
4. To create a list from an existing list:
   1. Select Start from existing.
   2. In the Select a list field, select an existing list to use as a starting point.
   3. In the Name the new list field, enter a name for the list.
   4. In the Select columns field, remove the columns that you don't want to include in the list.
   5. **Optional:** In the Add filters section, select conditions and values to filter the records included in the list.
   6. **Optional:** In the Sort by section, select the field on which to sort the list and select ascending or descending.
   7. Select Create.  
      The new list appears in the My Lists tab.
   {#csm-config-ws-create-custom-list__substeps_gmw_f21_blc}
5. To create a new list:
   1. Select Create your own.
   2. In the Name the new list field, enter a name for the list.
   3. In the Select a source field, select a table.
   4. In the Select columns field, remove the columns that you don't want to include in the list.
   5. **Optional:** In the Add filters section, select conditions and values to filter the records included in the list.
   6. **Optional:** In the Sort by section, select the field on which to sort the list and select ascending or descending.
   7. Select Create.  
      The new list appears in the My Lists tab.
   {#csm-config-ws-create-custom-list__substeps_ed1_lg1_blc}
**Related tasks**   

* [Search and filter lists](https://www.servicenow.com/docs/EicsGqZ8TM3_CYv8pd8vgA "Agents can search and filter records in lists in CRM Workspace. Agents can also sort and group records.")
* [Manage customized record lists](https://www.servicenow.com/docs/oPRoyMoNdrlFilQKGjp6hQ "Agents can manage the customized lists of records that they create in CRM 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.")

*[\>]: and then