Custom My List for HR Service Delivery Agent Workspace

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • You can create your own My Lists to show specific cases that are relevant to you. Having a custom My Lists helps you work faster and efficiently.

    The default Lists show HR cases divided in the following categories:

    • All HR Cases
    • Lifecycle Events
    • Other
    • Interactions
    • HR Tasks
    • HR Profile
    • Employee Documents
    • Knowledge
    • Reminders

    Create My Lists

    Use My Lists to create a custom list of HR cases that you can readily access and start working on.

    Before you begin

    Role required: sn_hr_core.case_writer

    Procedure

    1. Navigate to All > HR Case Management > HR Agent Workspace.
    2. Click the Lists icon (HR Workspace Lists icon).
    3. Click My Lists.
    4. Click +New list.
    5. Click Start from existing or Create your own.
      Clicking Start from existing provides existing HR case lists you can select to create a custom My Lists. Clicking Create your own provides you with a list of all tables you can create a list from.
    6. Select how you want to create your My List and fill in the fields.
      Table 1. Start from existing
      Field Description
      List Select the HR case categories that you want to base your My Lists on.
      List Name Fills in based on what you select from List. You can change the name by typing over what displays.
      Select columns The columns are pre-display for you. Click theX to delete columns you don't want to appear.
      Add filters Add filters to further define what cases appear in your My Lists.
      Note:
      Criteria pre-fills based on what you selected in the List. You can edit, add, or delete the defaults.
      Table 2. Create your own
      Field Description
      List name The name that identifies your My Lists.

      Enter a name for your list.
      Select Source The table that your My Lists is based on.

      Enter letters or the name of the table to start a search, then select q table.
      Select columns The columns you want to appear in your My Lists.

      A list of columns appears based on the table you selected. Click theX to delete columns you don't want to appear.
      Add filters Add filters to further define what cases appear in your My Lists.
      Note:
      Criteria pre-fills based on what you selected in the List. You can edit, add, or delete the defaults.
    7. Click Create.