Create or open a list

Load a new or existing list

To get started, either create a new list or open an existing one. Feel free to create or open another at any time! If the current list has any unsaved changes, you'll be prompted to save before continuing.

You can create any number of lists for yourself. However, keep in mind that your subscription has a total limit! You can also share your lists with some or all of the users in your company database.

Note

To set a default list that opens automatically when the app opens, select Settings in the left panel.

Create a list

Select Create List in the top-right corner. Fill in the following fields as needed:

• Name * - enter a distinct name that describes what the list searches for.

• Query * - use the AQS Builder to build a query that fetches items meeting specific conditions.

Select Save to finish and see the resulting items of the list.

Note

If you're unable to create a list, your subscription may have reached its limit. Consider deleting lists that are no longer needed or contact Support for assistance.

Open a list

To open an existing list, select Open List in the top-left corner. Alternatively, select Search in the white header bar.

By default, the Search window displays all the lists available to you. Depending on your last search, you may need to select the button beside the search box and choose the Lists category to see them. To search the available lists, enter one or more terms into the search box, and then press the Enter key.

Browse the following search tabs:

• Results - lists that match your search terms and settings.

• Recent - things you've recently viewed across the Asset Apps, including lists, items and other features.

• Favourites - things you've added to your personal list of favourites.

Select a result to open it. To open it in a new browser tab, use middle-click or Ctrl-click.

Note

To learn more about searching for lists and other things, see Search.

Filter results

To refine your search results, select Advanced search beside the search box. You can use these settings to filter the resulting lists in various ways.

Only show lists which:

• Query - meet the conditions of a custom query created with the AQS Builder. Configure the root node to filter list items by their collection. Add any number of logical and conditional nodes to the query to filter the resulting lists accordingly.

• Mine - were created by you.

• Shared - are shared specifically with you.

• Public - are shared with everyone in your company database.

Select Apply to filter the results according to your settings. To clear these settings (but not the search box), select Reset.