Create your own filtered lists in the workspace and access them under the My Lists tab.

Before you begin

Role required: sn_apm.apm_analyst

Procedure

  1. Navigate to Workspaces > Enterprise Architecture Workspace.
  2. Open the Portfolio List view by clicking the Portfolio icon Portfolio icon.
  3. Select My Lists.
  4. Select the Add New list.
  5. Create a new list that is either from an existing list or is completely new.
    • If creating a new list from an existing list, then select Start from existing and fill in the fields on the form.
      Table 1. New List form
      FieldDescription
      List Existing list that you want to modify. The menu displays all available admin-defined lists for selection.
      List Name Name for your list. By default this field appends the following code to the list selected in the previous menu:
      _Copy
      .
      Select columns Record fields to include in the list view. Columns from the list you selected appear. Add or remove columns to create the list you like as needed.
      Add Filters Condition builder to create filters that appear in your My Lists tab. By default, the conditions applied to the selected list appear.
    • If creating a new list from nothing, then select Create your own and fill in the fields on the form.
      Table 2. New List form
      FieldDescription
      List Name Name for your list.
      Select Source Table the records come from.
      Select columns Record fields to include in list view. Select the columns that display in the list. By default, this field populates with columns from a Workspace list view if one exists. If a Workspace list doesn't exist, the columns are populated with the Default list view of the table selected.
      Add filters Condition builder that is applied to the list.
  6. Select Create.

Result

The list appears in the My Lists tab.