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Manage Lists Page

The Manage Lists page shows the filtered lists for a specific record type:—those lists that you created, the lists your managers created for you to use, as well as lists provided by the system. From this page, you can do the tasks shown in the following table:

To do this

Follow these steps

Add a list to Favorite Lists

In the row for the list, click the Favorites icon.

Change the sequence of the first 10 lists on the record Homepage and drop-down list

In the Manage Lists title bar, click the List Order button. On the List Display Order page, change the order of the 10 lists until they reflect the sequence you want. The lists appear in the new sequence on your record Homepage and the drop-down list on List pages.

NOTE: Lists that remain in the Available list do not appear as options in drop-down lists or on Homepages.

Create a filtered list

In the Manage Lists title bar, click the New List button. On the New List page, enter the required information, and save the record.

Delete a list

In the row for the list you want to delete, click the Delete link.

You can delete only lists that you created.

Page through the list

Click the Previous or Next links.

Show more/fewer records

In the Number of records displayed drop-down list at the bottom of the page, select a number of records to see at one time.

Update a list

In the row for the list you want to update, click the Edit link. This opens the Refine List page, where you can update the list.

NOTE: You cannot change the standard filtered lists distributed with the application, or the filtered lists saved before the updating capability became available.

View the key information and filter information for a list

In the row for the list, click the View link. This opens the View List page.

 


Published 05/11/2007