The Funds and Fund Requests List pages show the subset or list you selected in the Funds Homepage. From the list pages, you can review multiple funds or fund requests at a glance.
Using the drop-down menu, you can also switch to another list. The picklist contains both standard lists distributed with the application and custom lists for your company. For a description of the standard lists, see the Fund Lists Section table in Funds Homepage.
The following table describes what you can do from both the Funds List and Fund Requests List pages.
To do this
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Follow these steps
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Create a filtered list
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On the Funds List or Fund Requests List title bar, click the Manage Lists link and select New List. Follow the steps in the New Funds List or the New Fund Request List wizard, and click Finish when you are done.
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Create a Fund or Fund Request record
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On the Funds List or Fund Requests List title bar, click New Fund or New Fund Request. On the Edit page, enter the required information and save the record.
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Create a new Fund list or Fund Request list
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On the Funds List or Fund Requests List title bar, click Menu, and select Create New List. Complete the steps described in Creating and Refining Lists.
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Export the list
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On the Funds List or Fund Requests List title bar, click Menu, and select Export List. Complete the steps described in Exporting Records in Lists.
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Find a Fund or Fund Request list
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Click the Fund Name or Fund Request Name column header to sort the data. Then click a letter in the alphabet bar. For funds beginning with numbers, click 0-9.
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Manage all Fund lists or Fund Request lists
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On the Funds List or Fund Requests List title bar, click Menu, and select Manage Lists. Complete the steps for your required task described in the Manage Lists Page.
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Page through the list
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Click the Previous or Next links.
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Refine the search criteria for the list
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On the Funds List or Fund Requests List title bar, click Menu, and select Refine List. Complete the steps described in Creating and Refining Lists.
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Show more or fewer records
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In the Number of records displayed list at the bottom of the page, specify how many records you want to see at one time.
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Show the key information and filter information for the list
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On the Funds List or Fund Requests List title bar, click Menu, and select Show List Filter. Complete the steps described in View List Page.
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Update a fund or a fund request
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On the Funds List or Fund Requests List page, select the record. On the Edit page, update the fund or the fund request record and save the record.
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View a subset of funds or fund requests
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On the Funds List or Fund Requests List title bar, click the picklist and change the selection.
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View all funds
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On the Funds List or Fund Requests List title bar, click the picklist and change the selection.
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