Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Lists can be dynamically updated with new results based on their query. To Refresh the list, click Actions > Refresh List and click the View updated list link in the confirmation message.

image-20241029-192404.png

Create a list

Guidelines

  • When you create a new list shared list, remember to prefix your list with your institution code (AC, MH, HC, SC, UM). If you do not need to share your list with other users, make it private.

  • When you run your test query, if the number of results is very large (greater than

...

  • 25K) please add additional criteria to reduce the size of the list

  • Please utilize five-colleges-test for any experiments with Lists

  • Be aware Lists is still undergoing development. Double check your results with other applications

  • The data you see will be for all Five Colleges unless you explicitly limit to your data. This is not always possible.

  • A new list must have List information and a Query assigned to establish the record set for the list. A Test query must be performed before the query can be run and saved.

List information

To add list details for a new list, follow these steps:

...

  1. In the Lists pane, click on New.

  2. In the New List window, add criteria in the List information section:

  3. List name : The name that will appear on the list. If you are creating a shared list, prefix your list with your institution code

  4. Description (optional): Explain what purpose the list serves

  5. Visibility: Define if other uses can view the list. A shared list is visible to all users. A private list is available only to you

  6. Status : Set the list as active or inactive

  7. Select the appropriate Record type. You can only query one type of record. Query fields and result headers will depend on the record type chosen.

...

Test query runs the query and displays a preview of the returned record set. The first 100 records are displayed in the preview pane and the total count of records appears at the top of the preview pane. If the Test query returns more than 10025,000 results, refine your criteria to return a smaller set

...