|
Getting Started > Working with Records > Working with Lists > Manage Lists Page
Manage Lists Page
The Manage Lists page shows the filtered lists to which you have access for a specific record type. For each list, the page shows the list type (Public, Private, System, or Role Specific), the name of the user who created the list, the name of the user who last modified the list, and the date on which the list was last modified.
You can filter the set of lists that is displayed. The following predefined sets of lists are available in a drop-down list in the Manage Lists page:
- All Lists. All of the lists to which you have access for this record type. This set of lists is shown when you first open the page.
- My Lists. The lists that you created for the record type, including your private lists and any public or role-specific lists that you created.
- System Lists. The lists that are available for the record type in the standard application.
- Lists in My List Order. The lists that you see in the picklist of lists in List pages and in the set of predefined lists in Lookup windows for the record type.
- Role Specific Lists. The role-specific lists to which you have access for the record type.
- Public Lists. The public lists that were created for the record type.
- Private Lists. The private lists that you and other users created for the record type in your current user language.
This predefined set of lists is available only if your user role has the Manage Private Lists privilege. Typically, the Manage Private Lists privilege is given to administrators only. For information about the considerations that apply when editing other users' private lists, see About Editing Private Lists Created by Other Users.
NOTE: Multiple lists with the same name can exist for a single record type. For example, you might create a private list that has the same name as an existing public list or role-specific list for the record type. In that case, both of the lists with the same name are shown when you view all lists for the record type in the Manage Lists page. Similarly, multiple users can create private lists with the same name; so, if your user role has the Manage Private lists privilege, then the Manage Lists page might show multiple private lists that have the same name, but were created by different users.
For some of the predefined sets of lists, you can use the quick filter fields to refine the set of lists.
NOTE: You can open the Manage Lists page by clicking the Manage Lists link in the Homepage for the record type, or by selecting Manage Lists from the Menu button in a List page for the record type. For more information about accessing list management options from List pages, see Working with Lists.
From the Manage Lists page, you can perform the tasks shown in the following table.
To do this
|
Follow these steps
|
Add a list to Favorite Lists
|
In the row for the list, click the Add to Favorites icon.
NOTE: You cannot add a private list that was created by another user to Favorite Lists, even if your user role has the Manage Private Lists privilege.
|
Change the set of lists that appears on the record Homepage and in picklists of lists
|
For information about changing sets of lists, see Changing Sets of Lists for Record Types.
|
Create a filtered list
|
In the Manage Lists title bar, click New List. On the New List page, enter the required information, and save the record.
|
Delete a list
|
In the row for the list that you want to delete, click Delete.
You can delete only lists that you created.
|
Page through the list of lists
|
Click the navigation icons at the top or bottom of the list page to move to the next page, previous page, first page, or last page in the list.
|
Show more/fewer records
|
In the Number of records displayed drop-down list at the bottom of the page, select a number of records to see at one time.
|
Update a list
|
In the row for the list you want to update, click Edit. This opens the Refine List page, where you can update the list.
NOTE: You cannot change the standard filtered lists distributed with the application, or the filtered lists saved before the updating capability became available.
|
View the key information and filter information for a list
|
In the row for the list, click View. This action opens the View List page.
|
|
