Create Filtered Lists

After you enable Filtered Lists for your application, here’s how you can create a list:

1. On the home page, click the My Client Groups tab.
2. Search for and click the Filtered Lists quick action.
3. On the Filtered Lists page, click Add.
4. On the New List page, enter these details:
   • Name: A name for the list.
   • Object: Select the category of elements that the list returns. For example, Workers or Learning Items.
   • Subscriber: Select the application that the list is used in. For example, use a list to return learning items within the Skills Advisor application. You can create multiple lists with the same subscriber.
   • Conditions: Define the criteria that the list uses to return results. You can build a list that uses a criteria set with multiple conditions and operators to suit your business needs.

Examples of Filtered Lists

You need to send a monthly newsletter to the top workforce. Here’s a sample list:

• Filtered List Object: Worker
• Subscriber: HCM Communicate
• Criteria: GradeCode = IC5, IC6, IC7

You want a list of all the contingent workers from the Finance department. Here’s a sample list:

• Filtered List Object: Worker
• Subscriber: Mass Download DoR
• Criteria:
  • Worker Type = Contingent Worker
  • Department = Finance