Users can create their own custom application list that they can save and access again in the future.

 

Creating a Custom List

Application List

Under the Application Tab, it should automatically show All Applications.

 

If it is not showing All Applications, click the drop-down menu to select All Applications.

 

Select your filters by checking and unchecking your desired filters. Click Search.

 

Your Application List will then autogenerate.

 

Click SmartList Actions, Save As New Custom List. Then name your list and press save.

 

You can now find your saved Custom List under My Custom List.

 

View Custom List

You can view your custom lists under My Custom List.

 

To view your Custom List, navigate to the search bar, click the drop-down menu, and select your list.

 

Manage Custom List

Available in SmartList Actions are options such as Change Name, Set as Default, Share, Delete, Save, and Save As New Custom List.

1. Change Name: Rename list

2. Set as Default: Set the list that first shows when you click My Custom List

3. Share: Share list (see section Sharing Custom List)

4. Delete: Delete list

5. Save: Save List 

6. Save as New Custom List: Saves as a new custom list

 

List Features

All lists have the following features: Refresh, Export, Column Chooser, Advanced, and Sorting.

 

Click the Refresh icon to refresh the list.

 

Click the Export button to export all or selected application data into Excel.

 

Click the Column Chooser button to switch on and off various information columns.

 

Enable the "Advanced" option to display a specification within the search bar of each respective column.

 

 

Upon activating the "Advanced" feature, you may utilize the magnifying glass icon to access a range of filters for refining your application search.

Furthermore, you have the option to input numerical values to further streamline your search criteria.

 

 

Upon completing your selections, kindly click on the "Search" option located at the bottom left corner.

 

 

Subsequently, the system will generate and present the results corresponding to your filtered search criteria.

 

 

Sort the list in ascending or descending order by clicking on the column header.

 

Sharing Custom List

After creating a Custom List, you have the ability to share the custom list.

Sharing allows the entire organization to see and interact with the shared custom list.

This article applies to both the Application List and the Children List.

 

Available in SmartList Actions is the Share.

 

When you click on Share, it will ask you to confirm if you want to share the Custom List.

Click yes to share.

 

 

Once you share your custom list, your organization can find the shared custom list under Shared Custom List.

 

To navigate between Shared Custom Lists, click the drop-down menu to select between Shared Custom Lists.

 

 

 

Now your organization can interact with your Shared Custom List.

 

Unshare Custom List

In My Custom List, after sharing your Custom List, click on SmartList Actions.

 

When you click on the UnShare, it will ask to confirm if you want to unshare the Custom List.

Click yes to unshare.

 

Once you unshare your custom list, it will not appear on the drop bar in Shared Custom List.