Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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

...

  • 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

...

  • On the newly saved List, you can again go navigate to the 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

...

  • 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

...

  • Click Done to add the new filter to the List

  • If the New filter now looks correct, click Save

...

  • 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

...

  • 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 the filter and conditions

...

  • Adding a filter or editing a filter brings up a box to select the Field, Operator (conditions), and value of the filter

...