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Getting Started > Working with Records > Working with Lists > Refining Lists Within List Pages

Refining Lists Within List Pages

In many List pages, you can open the Refine List pane within the List page and then change the search criteria for the list without leaving the List page. You can also change the set of fields that is displayed in the List page.

To refine a list within a List page

1. In the List page, click the Toggle Refine List Pane icon:

   

2. In the Refine List pane, change the search criteria, the fields to be displayed, and the sort order to meet your requirements.

   For more information about refining lists, see Creating and Refining Lists.

3. Click Run to refresh the list of records.
4. To close the Refine List pane, click the Toggle Refine List Pane icon again.

When refining lists within List pages, the following considerations apply:

• The Save button is not available within the Refine List pane. If you want to save the refined list after you run it, then you must select the Save List option from the Menu button in the title bar of the List page.
• You cannot change the record type that is searched. To search for a record of a different record type, you must open an existing list of records of that type or start a new search, for example, by clicking Advanced in the Search section of the Action bar.
• The following features are not available in the List page while the Refine List pane is open within the page:
  • The Quick Filter fields.
  • The Book selector. However, you can select a book in the Refine List pane.