Create Filtered Lists
After you enable Filtered Lists for your application, here’s how you can create a list:
- On the home page, click the My Client Groups tab.
- Search for and click the Filtered Lists quick action.
- On the Filtered Lists page, click Add.
- 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