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How to Create Lists

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ByAdmin22gteYY

Let us begin by learning how to create lists manually.

For you to understand the process, we will create a list in the Contacts module. You can follow the same steps to create lists in other modules.

While creating lists, you can add fields from the primary module (which is Contacts in our example) as well as other related modules.

Follow these steps to create a list from a module:

  1. Click the drop-down present on the left corner of the List View screen.
  2. Click the + button along the Search for List bar.
  3. Enter the name of the list in the List Name field.
  4. Provide List Information:
    1. (OPTIONAL) Enable the Set as Default checkbox to set the list as default. This helps you and other users to view only the most important records.
    2. (OPTIONAL) Enable the List in Metrics checkbox to view the list in the dashboard.
    3. Choose the Default sort column and sort order from the given options.
    4. Select columns from Available Fields to be shown in the list. Selected columns appear under Choose columns and order.
    5. Sort the fields under Choose columns and order using the drag-and-drop action.
    6. Click Next.
  5. Choose List Conditions:
    1. You must specify a set of conditions based on which the list will be created. The list will be available in the Lists drop-down in the List View.
    2. Add conditions in the ‘All Condition’ field or ‘Any Condition’ field or both based on which the list will be sorted.
    3. Choose a field on which you want to apply the condition from the Select Field field.
    4. Choose List conditions from these options:
      • Equals
      • Not equal to
      • Starts with
      • End with
      • Contains
      • Does not contain
      • Is empty
      • Is not empty
    5. Add users and groups according to which the list has to be sorted.
    6. Click on Save to finish the list creation process.
    7. Click Next to continue.
  6. Provide Sharing Information:
    1. Select the users or roles with whom you want to share the list.
    2. Click Save and Share.
    3. Add users only if you intend to share the list with them.

A confirmation message saying ‘List saved’ will pop-up after the list is added.

Note:

  1. If you have too many lists, you can use the search bar present in the Lists drop-down to find a specific list.
  2. The People icon appears beside a list to signify that the list has been shared with other users.

List Conditions

All Conditions: Lists based on the AND condition.

For instance,

Condition 1

AND

Condition 2

AND

Condition 3

Displays the results if and only if ‘all’ the conditions are matched. If one condition fails, other queries will not be executed.

Any Conditions: Lists based on the OR condition.

For instance,

Condition 1

OR

Condition 2

OR

Condition 3

Displays the results if at least ‘one’ condition is matched. If one query fails, other queries will be executed.

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