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How to Create a Custom List

When filtering a list of Items, you can save your current filters as a Custom List.

 

To do so, navigate to the Lists section Lists_section.png via the advanced toolbar, then:

CreateCustomList.jpg

 

  • In the top left corner, click on Lists_-_Custom.png.

  • In the resulting drop-down, click Create_List.png.

  • In the resulting window:

    • In the “Name” field, enter the title of your Custom List.

    • Filter the list as you normally would by applying the desired filter criteria under the Rules section.

  • When you’re ready click Save.png.

CustomListFilter.jpg

 

This Custom List will be added to the "My Lists" drop-down under the List picker in the top left corner. The next time you want to see this list of Items, just click its name within the List picker drop-down.

CustomList.jpg

 

 

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