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If you have administrative permission then you can create any number of custom lists. The custom lists can include the standard list columns as well as columns for any custom data elements that have been defined for the various action types.
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Admin > Views > Select the type of view (list) you want to create > Create New List |
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If you make a list a default list for a system role, it will replace the default value of that list type for users who use that role. For example, if you are creating a custom matters list and you make it default for your "full User" system role, anytime a user with that system role goes to Matters > Matters List (the default matters list) it will show this list instead. If you want to ensure that a custom list view is the default for users and they should not also see that view in the remaining menu of list view options, then set the sort order to -1. |
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Adding Columns
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To add a new column click the "Add Column" button above the list. The column editor will open and you can enter a name and default position for your new column. You will also need to select a "Data Source" for the column as shown below.
Data Sources
"Data Sources" are used to group fields from the same area of the Actionstep database to make them easier to find. New data sources and fields are added from time to time so the options below might be slightly different in your system.
Under each data source there are a number of options that you can choose from that relate to the data source you have selected. Below we give the list of all data sources explanations of the option under them.
Data Sources Overview Video
Widget Connector url https://vimeo.com/223067631
Source Specific Information
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Previewing and Setting Column Widths, Sort Order, and Filters
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If you apply filters then the list will retain these filters after you save it as the default.
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To create a list of "Favourites" preview the list, filter on favourites, and then save the list as default using the Admin button. You list will now be available in the "Default Views" Menu for the system roles that have permission to see it.
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If your new list view is not visible check the system role permissions in the custom list editor. |
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360054271434 |