Create my list

  • Release version: Australia
  • Updated March 18, 2026
  • 1 minute to read

    • Create your own filtered lists in the Enterprise Architecture Workspace and access them under the My Lists tab.

    Before you begin

    Role required: sn_apm.apm_analyst

    Procedure

    1. Navigate to Workspaces > Enterprise Architecture Workspace.
    2. Open the Portfolio List view by selecting the Portfolio icon Portfolio icon.
    3. Select My Lists.
    4. Select Add New list.
      Create my list from the Portfolio page
    5. Create a new list that is either from an existing list or is new.
      • If creating a list from an existing list, then select Start from existing and fill in the fields on the form.
        Table 1. List form
        Field Description
        List Existing list that you want to modify. The menu displays all available admin-defined lists for selection.
        List Name Enter a name for your list as it appears under My Lists. By default this field appends the following code to the list selected in the previous menu:
        _Copy
        .
        Select columns Choose which fields appear as columns in the list. You can add or remove columns as needed.
        Add Filters Add conditions to narrow which records appear in the list. The selected list’s existing conditions are shown by default. For details, see Filter conditions.
      • If you are creating a list from nothing, then select Create your own and fill in the fields on the form.
        Table 2. List form
        Field Description
        List Name Enter a name for your list as it appears under My Lists.
        Select Source Select the table that provides the records for this list.
        Select columns Choose which fields appear as columns. By default, columns are displayed from an existing workspace list view (if available). Otherwise, columns are displayed from the table’s default list view.
        Add filters Add conditions to narrow which records appear in the list. For details, see Filter conditions.
    6. Select Create.

    Result

    The list appears in the My Lists tab.