Working with Assessments in Item Lists

Item Lists can include Assessment Items, making it easier to review, filter, and organize Assessments alongside other Items. This article walks through how to work with Assessments in Item Lists, including how to:

Show Assessments in an Item List
Filter an Item List for Assessments
Add Assessment Field Columns to an Item List
Sort an Item List by Assessment Field

Show Assessments in an Item List

By default, Assessment Items are not included in Item Lists. To include Assessment Items in your List, you'll need to update the List's View Options in the Item Filter.

Access the View Options

If you're working with an Item List Card:

Hover over the Card, and select the ellipsis icon in the header.
Select the View Options header to expand it.

If you're working with a custom List:

Select the filter icon at the top right of the List.
In the Item Filter, select the View Options header to expand it.

Show Assessments

In the View Options section:

Show Assessments: Use the radio buttons to control whether Assessment Items appear in the list.
- On: Assessment Items will be included in the Item List.
- Off: Assessment Items will be excluded from the Item List.
Select Save.

Filter an Item List for Assessments

You can filter an Item List to show specific Assessment Items in two ways: by Assessment Type or by Assessment Field.

Filter by Assessment Type

Open the List's Item Filter, then:

Select the Assessment criteria.
Use the Assessment drop-down menu to choose an Assessment Type.

Only Assessment Items with the selected type will be included in the List.

Filter by Assessment Field

Open the List's Item Filter, then:

Select the Assessment Field criteria.
Use the Assessment Field drop-down to choose the field you want to filter by.

The additional options that appear depend on the selected Assessment Field type:

Drop-down, radio button, and checkbox fields: An Attribute Value drop-down appears. Select the value(s) that the Assessment Item must have to be included in the list.
Number fields: Minimum and Maximum fields appear. Use these to define a numeric range.
Date fields: Starting and Ending fields appear. Use these to define a date range.

Add Assessment Field Columns to the List

When your Item List includes Assessments, adding columns for specific Assessment Fields makes it easier to review and compare Assessment data at a glance.

Pro Tip: To add or update columns, you'll need to configure the Item List's View.

When editing a List's columns:

Select Assessment Field as the column type.
In the Assessment Field Column window:
- Use the Assessment Field drop-down to search for and select the field you want to display.
- Select Save.
Repeat this process to add additional Assessment Fields as columns.

Sort a List by Assessment Field

You can sort an Item List by values from an Assessment Field to better organize and compare Assessment data.

Access the Sort options