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'List Views' form an essential part of the Actionstep user interface and can be found wherever a large amount of information needs to be displayed. Lists are useful for sorting, searching, and filtering the data to help you find what you're looking for.

You can export the lists to spreadsheets for even more detailed analysis if required.

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 matter types.

https://www.youtube.com/watch?v=vGd9igxXlW0

Help Center Resources

Custom List Views - Filters and Copy

https://actionstep.zendesk.com/hc/en-us/articles/360056219274-Custom-List-Views-Filters-and-Copy-

How to Change List-View Rows Per Page

https://actionstep.zendesk.com/hc/en-us/articles/360056607374-How-to-Change-List-View-Rows-Per-Page

Filters

https://actionstep.zendesk.com/hc/en-us/articles/360001001667-Filters

Data Source: Action

https://actionstep.zendesk.com/hc/en-us/articles/360056058813-Data-Source-Action

Data Source: Action Participant

https://actionstep.zendesk.com/hc/en-us/articles/360054271914-Data-Source-Action-Participant

Data Source: Single Row Custom Action Data

https://actionstep.zendesk.com/hc/en-us/articles/360055721273-Data-Source-Single-Row-Custom-Action-Field

Data Source: Multi-Row Custom Action Data

https://actionstep.zendesk.com/hc/en-us/articles/360053898813-Data-Source-Multi-Row-Custom-Action-Data

Data Source: Task

https://actionstep.zendesk.com/hc/en-us/articles/360052744454-Data-Source-Task

Data Source: Sale/Purchase Data

https://actionstep.zendesk.com/hc/en-us/articles/360053530953-Data-Source-Sale-Purchase-Data

Data Source: Trust Balances

https://actionstep.zendesk.com/hc/en-us/articles/360054272354-Data-Source-trust-Balances

Data Source: Step Change Information (1 row per action)

https://actionstep.zendesk.com/hc/en-us/articles/360055723673-Data-Source-Step-Change-Information-1-row-per-action-

Data Source: Next occurring date in a set of data fields (1 row per action)

https://actionstep.zendesk.com/hc/en-us/articles/360053977413-Data-Source-Next-occurring-date-in-a-set-of-data-fields-1-row-per-action-

Additional Videos

https://www.youtube.com/watch?v=j1h4TFricxs

https://www.youtube.com/watch?v=nVEusSEBPpc

https://www.youtube.com/watch?v=l0u06jvm40Y

https://www.youtube.com/watch?v=xYqMcvu-ZJo

https://www.youtube.com/watch?v=E59j9iCNK8o

https://www.youtube.com/watch?v=h5IUW4mAs0g

https://www.youtube.com/watch?v=ASBzc5wJhpM


Hands-on

  • Create Matter custom list view.
  • Create Time Entry custom list view.
  • Create Task custom list view.
  • Create Expense/Disbursement custom list view.
  • Create Contact custom list view.
  • Create Appointment custom list view.

 

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