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Overview
The Case tab will show all list views you have created or have been shared with you. You can change and pin list views based on your preference without affecting other users.
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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 copying (clone) an and existing list and edit filters or columnscan save time.
To Clone is a List, click the ⚙ gear icon in the upper-right of the page, and from the dropdown select Clone
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A prompt to rename the new List and select who can view the List will come pop 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 navigate to the ⚙ gear icon and where 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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Clicking Edit List Filters will show any current filters applied 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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Click Done to add the new filter to the List
If the New filter now looks correct, click Save
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You can choose up to 15 fields to display
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Creating a New List
To create a new List, click the ⚙ gear icon and select New from the dropdown
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To create a List, be sure to use the gear icon and click New. Clicking the New button shown above the gear icon will instead create a new case.
If you have access to multiple apps (e.g. BIT and OIEC or FSAP and OED) you will be prompted to select a record type. Otherwise you will pass through to the next step
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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The list will default to common columns. 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 the 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