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For help creating or working with complex List views , see the List Views Guide, or and filters, contact HRIT. |
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Cloning a List View
At times, a new list may be needed that is very close to an existing one. In these cases, an easier option than starting from scratch is to copy (clone) an existing list and edit filters or columns.
To Clone is List, click the ⚙ gear icon in the upper-right of the page, and from the dropdown select Clone
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You cannot clone dynamic system Lists such as the “Recently Viewed” list. For these Lists, the Clone option will be grayed out.
A prompt to rename the new List and select who can view the List will come up. Enter the name and select a visibility option and click Save
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On the newly saved List, you can again go the the ⚙ gear icon and you will see options to update the List
Sharing Settings - allows you to update the visibility setting for the list and share with others
Edit List Filters - allows filters to be added to what is shown on the List
Select Fields to Display - allows you to change the columns shown on the List
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Edit List Filters
Clicking Edit List Filters will show any current filters and allow you to add new filters. To edit an existing filter, click on the box showing that filter and conditions
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Adding a filter or editing a filter brings up a box to select the Field, Operator (conditions), and value of the filter
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Click Done to add the new filter to the List
If the New filter now looks correct, click Save
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Select Fields to Display
To change the columns shown on the List, use the ⚙ gear icon then click Select Fields to Display
This brings up an overlay that allows you to add and remove columns
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You can choose up to 15 fields to display
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