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Creating Custom List Views
Creating Custom List Views
Updated over 6 months ago
  1. Click the Gear icon to the right, under the quick action buttons.

  2. Within this drop-down menu, you'll find an option for "New".

    1. Choosing the New option will allow you to create a new list view.

    2. This default list does not include filters and includes only a minimal selection of fields currently displayed.

    Note: It will prompt you to provide a name for the list and the API name as well. In respects to the API name, this part you won't have to worry about as rethink automatically provides this based on the name you provide for the list.

  3. Beneath these 2 fields you'll see an option for selecting whether the list is private or if it's to be shared with all users, or if it's to be shared only with a particular group.

  4. After picking a share setting click "Save"

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Once you've saved your list you will be presented with a basic version of the list (as seen below) you'll have to add filters and customize the visible fields as described above to better scope the information displayed on the list.

Screen_Shot_2019-10-23_at_2.22.37_PM.png

5. To add or change Filters, click the Funnel icon to the far right -> Add Filter -> Select the Field you'd like to filter -> Adjust your Operator -> Then add your Value.

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6. To change Fields to Display (columns), click on the gear icon again and choose Select Fields to Display. Use the to arrows to move fields back and forth between Available Fields and Visible Fields.

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