Lists

Learn about how Workspace lists function with Configurable Workspace.

The list view displays filtered lists of records, such as All tasks, Open tasks, and My tasks. By setting up list categories and filtered lists, you help your agents quickly find the records they need to work on. Configure your Workspace lists setups in Configurable Workspace.

List Menu Configuration

The Menu Configuration is a container that houses the default configurations of the list menu which consists of categories and filters.

Table 1. List Menu corresponding tables

Legacy table name	UIB table name
No corresponding table	sys_ux_list_menu_config

The List Menu setup is added by default to Configurable Workspace. Associate your list and list categories with this configuration.

List categories

List categories enable you to group records so that agents can find the records they need to work on.

Table 2. List category corresponding tables

Legacy table name	UIB table name
sys_aw_list_category	sys_ux_list_category

Filtered lists

Filtered lists enable you to group records that help agents do their work more efficiently.

Table 3. Filtered list corresponding tables

Legacy table name	UIB table name
sys_aw_list	sys_ux_list

Note:

Roles and groups are defined in the UIB table and are not applicable.

Role and Access

Roles and access enable you to define the audience of each of the lists defined in the list filters.

Table 4. Role and Access corresponding tables

Legacy table name	UIB table name
sys_aw_list	sys_ux_applicability_m2m_list

To migrate roles and access, select a filtered list and choose the audience.