Create my list

Create your own filtered lists in the Enterprise Architecture Workspace by defining filter conditions and sort criteria that control which records appear in the list and access them under the My Lists tab.

Before you begin

Role required: sn_apm.apm_analyst

Procedure

1. Navigate to Workspaces > Enterprise Architecture Workspace.
2. Open the Portfolio List view by selecting the Portfolio icon .
3. Select My Lists.
4. Select Add New list.
   
5. Create a new list that is either from an existing list or is new.
   • If creating a list from an existing list, then select Start from existing and fill in the fields on the form.

     Table 1. List form

     Field	Description
     List	Existing list that you want to modify. The menu displays all available admin-defined lists for selection.
     List Name	Enter a name for your list as it appears under My Lists. By default this field appends the following code to the list selected in the previous menu: _Copy .
     Select columns	Choose which fields appear as columns in the list. You can add or remove columns as needed.
     Add Filters	Add conditions to narrow which records appear in the list. The selected list’s existing conditions are shown by default. For details, see Filter conditions.

   • If you are creating a list from nothing, then select Create your own and fill in the fields on the form.

     Table 2. List form

     Field	Description
     List Name	Enter a name for your list as it appears under My Lists.
     Select Source	Select the table that provides the records for this list.
     Select columns	Choose which fields appear as columns. By default, columns are displayed from an existing workspace list view (if available). Otherwise, columns are displayed from the table’s default list view.
     Add filters	Add conditions to narrow which records appear in the list. For details, see Filter conditions.

   When creating a custom list, you can combine multiple filter conditions using AND or OR. These options control how records are included in the list. Use AND when all conditions must be true for a record to appear in the list. Use OR when any one of the conditions can be true for a record to appear in the list.

6. Select Create.

Result

The list appears in the My Lists tab.