Set up the maximum number of characters that can be exported in condition fields to prevent truncated values. Set up the condition field length in exports.For example, you can create a button that assigns a selected record to an agent. Create custom list operations in a workspaceĬreate an action that enables agents to perform functions on the records in the list.Speed up how fast lists load by removing the calculation of the total number of records in a list. Speed up how fast lists load in workspace.Use colors to highlight list fields so that you can call an agent's attention to them. Example groupings are Active Cases, My Cases, and All cases. Set up filtered lists to group records that help agents do their work more efficiently. If you don't create a filtered list, the list category will not show in the ListsĬreate list categories in a workspace to group records so that agents can find the records they need to work on.
You must create a list category before you create a filtered You must create a list category before you create a filtered list. Set up field lengths for exports toĮxcel Set up the maximum number of characters that are exported in condition fields to prevent ForĮxample, you can create a button that assigns a selected record to an agent. Create custom list operations Use an action to create a button that performs a function on the records in the list. Lists Remove the list pagination to improve the performance when loading large lists. Highlight list fields Highlight record fields in list view to call attention to them. Lists Create a subset of all the records in the database, such as All cases, My cases, and OpenĬases. List categories do not appear unless they contain filtered lists. List categories are names only and notĬlickable. List category before you can create a list filter. Lists What to configure in lists Create list categories Create categories for lists, such as All cases, My cases, and Open cases.