Create a List

Creating a new List is a quick process, and once it's saved, you and other users can access it easily.

Add a new List

1. Select Lists from the menu

2. Click the "+" button to open the List Management modal window.
   
   

   Open

   

In the modal window

1. Name Your List: Enter a name for the new list.

2. Choose a Default Credential (optional): Optionally, select a default Credential for the List.

3. Configure Display Fields: Define which fields will be displayed to the user when they view the List. You can add or remove fields from the Selected pane by clicking them. Fields can be rearranged by clicking and dragging them to a new position.
   
   

   Open

   

4. Specify List Criteria (optional): Optionally, set specific criteria for the list.
   
   

5. Save: Click the "Save" button to save your new List.

Example result

List Criteria

Different types of fields offer a variety of operators for filtering records.