Item Management
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      Change the filters on a Nested Items List

      Control which Items are included on a list of nested Items. Decide your personal preferences or, with the right permissions, set the default filters for everyone else

      Each Nested Item List panel has two versions: public and personal. Changes made to the public version will be seen by everyone who accesses this list, while changes made to the private version will only be visible to the person who made the change.

      After you or other users have made changes to the Nested Item List's Public View, you can return the List to its original settings by resetting the Item Lists. 

      Who can change a Nested Items List panel's filters?

      To change the filters, you must have permission to view and edit the parent Item.

      Only the following people can view an Item:

      • Anyone on the Item's Team.
      • Potentially anyone on the parent's Team.
      • If the Item is not private and not in the New status, anyone with the "View" permission for Items in its Location(s).
      • If the Item is private, anyone with the "View Private" permission for Items in its Location(s).
      • If the Item is in the New status and is not private, anyone with the "View New" permission for Items in its Location(s).

      Only the following people can edit an Item:

      • Anyone on the Item's Team except for Followers or Participants.
      • Anyone with the "Edit" permission for Items in this Location(s).
      • For Items using the Standard Team Type, anyone with the "Assign" permission for Items in this Location(s).

      Two Line OfieFor more information on Team Roles (like Authors, Facilitators, Participants, and more!) check out this article.

      Change a Nested Items List panel's filters

      To change the filters of a Nested Items List panel, first open the Item with which you want to work, then:

      • Click the ellipsis in the top right corner of the Nested Item List panel you want to change.

      An Item work panel with an arrow pointing to the ellipsis icon on the Nested Items List panel

      • Either "Public" or "Personal" will be marked with a check signifying the version of the Nested Item List that is currently visible. You can only change the appearance of the version you're currently seeing. If you want to switch to the other version, click it.
        • Click Public if you want your changes to be seen by anyone accessing the public version of the list.
        • Click Personal if you only want your changes to be visible to you.
      • Hover over Public or Personal (whichever is selected) and a secondary drop-down will appear.
      • Click Edit and the Item Filter window will open.

      Two Line OfieImportant: Typically, a Nested Items List includes a "Parent" filter. This ensures that only Items nested under a particular parent Item will be displayed on its Nested Items List panel. We strongly advise against removing or altering the default "Parent" filter.


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