How to create and configure custom lists?

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Custom lists allow you to tailor existing lists to each user's needs. You can create a list based on an existing list and configure the fields you want to display.

To configure a new list, follow these steps:

  1. Go to a list (for example, the work order list);

  2. Click on the Settings icon and select the Configure this list option;

  3. In the configurator, you can:

    • Modify the list by adding new fields;

    • Create a list;

  4. At the end of the configuration, click on Save as;

  5. In the window displayed, give the configuration a name and set how the list is shared:

    • Public: all users with access to the original list can view and use the new custom list;

    • Private: only the user who created the list has access to it.

Each user can configure, per subscription, up to 10 public lists and up to 20 private lists.