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How to create a new list

Modified on Wed, 23 Nov 2022 at 11:59 AM

This article will show you how to create a new list, customise it and set up a new global filter.

Creating a new list

Customising a new list

Setting global filters

Creating a new list

1. Go to the Actions tab in the top left of your Aico list view.

2. Select New list from the drop-down menu.

You will be taken to the configuration view. 

1. Give your new list a name.

2. Link the dashboard to a category, if required, to group dashboards together under the Actions drop-down.

3. Save your list.

Once saved, an X will appear in the top right of the tab. Click the X if you want to close the list view. 

Your list is then stored under the Actions drop-down list unless you have made it a favourite in which case it will remain locked to the top bar.

Customising a new list.

Now you have created a new list, you will need to personalise it by setting the filters and columns you want to see in the list.

1. Make the Date range quick filter visible in order to search for archived documents. This quick filter adds a date range box to the top right corner of your dashboard.

2. The Date range filter sets a permanent date range always used by the dashboard. For example, it is often used in journal lists to always show the last 60 days of journals. The user can then override this using the Quick filter to find documents outside of the 60-day range.

3. Choose whether or not to show deleted documents in a search.

4. Make your chosen Quick filters visible. These are temporary filters that you can select from to narrow down the list contents. These are reset when you finish your current session. 

5. Set any Global filters which will remain permanently set on the dashboard.

6. Choose which Visible columns are shown on the list. To add visible columns, simply click in the box and start typing and select the additional columns you want to display. You can remove a visible column by clicking on the X.

Setting global filters

By setting a global filter, you are deciding to limit what information will be displayed on your list.

To set this, click Add.

In this example, we are setting a global filter for our Account Reconciliation list.

Click on the drop-down and choose Aico Process. 

This needs to be equal to, in this instance, Account reconciliation. This will permanently limit the documents displayed on this dashboard to only those where the header field Aico Process is set to be Account reconciliation.

Save the list to save your changes.

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