How to create and configure custom lists?

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

This feature offers two types of sharing:

• Public list: when you make the list public, all users with access to the original list will be able to view and use the new custom list;
• Private list: when you set the list to private, only the user who created the list will have access to it.

To configure a new list, follow these steps:

1. Access a list (e.g., list of work orders);
2. Click the Settings icon, then 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 Save as;
5. In the displayed window, give the configuration a name and set the list to:
   • Public: available to all users with access to the base list;
   • Private: available only to the user who created the list;

Each user can configure, per subscription:

• Up to 10 public lists;
• Up to 20 private lists.