Create and Edit Service Request Lists

This example shows how you create a list specific to SRs from only those accounts where you're listed as a team member.

1. On the Service Requests screen, select Create or Edit Lists in the List drop-down list.

2. In the Advanced Search panel, select the saved search that you want to use for the list.

3. Select the attributes and values that you want to see in your list. To add more attributes, click Add and select the attributes that you want to set for the list search. You can reorder the order of these attributes by clicking Reorder.

4. Click Search to view the results.

5. Click Save to save the list and search values for the list.