FunctionWorking 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.

Features

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

    View Settings

    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.

    Filter

    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.

Note Note

Not all of these functions are available in all lists.

End of the note.