View only the information that you want to see in a Service Operations Workspace list by creating a new custom filtered list or basing a new list on an existing filtered list. You can also modify and reorder existing lists.

Before you begin

Role required: itil

About this task

Create different groupings of records than those provided by your system administrator, which are listed under the Lists tab. For example, you might want to group all records that pertain to incidents associated with a specific company. You can create another version of an existing list or create an entirely new one. Custom lists are visible only to you and listed under the My Lists tab.

Procedure

  1. Navigate to Workspace Experience > Workspaces > Service Operations Workspace.
  2. Select the List icon (List icon).
  3. Select All Alerts in the Alerts list.
  4. Select the My Lists tab.
  5. Select +New list.
  6. Create a list by either basing it on an existing list or beginning a new one.
    • To base your list on an existing list, select Start from existing.
    • To begin a new list, select Create your own.
  7. On the form, fill in the fields.
  8. Select Create.
    Your list appears in the My Lists tab.
  9. (Optional) Change the order of your lists.
    1. Select Reorder.
    2. Drag the lists into the appropriate order.
    3. Select Done.
  10. (Optional) Modify a list by selecting the settings icon (Settings icon), selecting from the available options, and confirming the setting.
    Rename
    Enables you to rename a list.
    Personalize Columns
    Enables you to alter the columns that are displayed in the list.
    Save
    Saves the current list and underlying filters.
    Save as
    Saves and renames the current list and underlying filters under My List.
    Edit columns
    Enables selecting columns to be displayed for the selected entry.
    Reset widths
    Enables manually resetting column widths.
  11. (Optional) Delete a list by selecting the settings icon (Settings icon) and selecting Delete,