Working with the List
Lists enable you to get an overview of your objects to be edited.
Lists have a table structure:
The rows contain the individual Objects for you to select for further editing, for example, solutions, change requests, and messages.
The columns contain the Data for an object, for example, ID, priority, and status.
You can adapt the scope of the data in the list to your current task list.
You can work with lists in the following ways:
Edit objects
Specific functions are available to you for creating and editing objects.
Updating lists
The system displays the time of the last update. You can update the list to bring it up to the current data level.
Set the Scope of Data
You can adapt the selection of objects using the following functions on your current task list:
Function |
Description |
|---|---|
Edit these settings to change the default view. If you want to be able to use the data you have selected multiple times, save the changed view under a suitable name. |
|
The filter settings restrict the data in the list to specific areas, for example, to a time period. |
Prepare lists
To integrate lists into subsequent processes, you can export using a spreadsheet file (Microsoft Excel). This is particularly helpful for checking or reusing comprehensive lists.
The system transfers all columns headers and the content of the table fields into the file. In addition to this, you can edit this file locally, for example, to send or to add a comment.
Define and Edit Requests
A request defines the content of a list. The object type gets the underlying information for this. You can also specify certain data as selection criteria for the object. This data ensures that the list only contains objects with the data you want.
You can copy and personalize selected data from the selection criteria. For more information, see Defining a New Request and Changing a Request.
Additional settings for the view and layout of lists support your particular way of working. For further information, see Personalizing Lists.
Note
Not all of these functions are available in all lists.