Working with lists

Every launchpad shows work as lists — incidents, changes, cases, tickets, whatever the module tracks. The list toolbar works the same way everywhere, so once you learn it here you already know it for every module guide in this documentation.

Picking a list

The list picker on the left of a list page groups each record type under a set of canonical views:

Assigned to me — records where you are the assignee.
Open — everything still active.
Open - Unassigned — active records with no assignee yet (your queue to pick up work from).
Resolved — records that have reached a resolved-style state.
Closed — terminal records.
All — the unfiltered list.

Selecting a view filters the list in place — it does not navigate away, so you can hop between views on the same record type without losing your place.

Filtering with conditions

Open the Filter control to build a condition: pick a field, an operator, and a value (or several values). Conditions stack — add more than one to narrow the list further (for example, priority is 1 - Critical AND state is In Progress). You can save a condition set as a named filter to reuse later.

Sorting

Sort by lets you order the list by any column, ascending or descending. You can also click a column header’s sort control directly, or choose “Sort by {field}” from a column’s own menu.

Grouping

Group by clusters rows under a shared value of a chosen field (for example, group incidents by assignment group or priority) so you can scan volume and hot spots at a glance without leaving the list.

Personalizing columns

Open Personalize List Columns to change which fields the list shows and in what order. The dialog splits fields into Available and Selected panes — move a field across to add or remove it, use Move up / Move down to reorder, and use Remove on a column you no longer need. Reset all column settings and Reset to column defaults put the list back the way it started. Personalization is per list and per user — it doesn’t change what anyone else sees.

Exporting

The Export button opens a dialog with two choices: File Type (Excel, CSV, JSON, or PDF) and Delivery Type (Download it immediately, or Email it to an address you enter). Export always respects your current filters, sort, and column selection — what you see is what you get.

Bulk selection

Each row has a selection checkbox, and the header checkbox selects the whole visible page. With rows selected, the toolbar’s Edit mode turns every editable cell in the selection into an inline editor, so you can update a field across many records at once. A caret next to Edit also exposes quick bulk actions when they apply to the table — for example Assign to me across every selected record, or updating the state field in bulk. Selection and bulk actions only ever act on the rows you’ve checked.

Whenever a record page embeds a related list (see Working with records), it’s the same list component — condition builder, sort, group, personalize, and export all work identically inside a related list as they do on a full-page list.