Create My Lists

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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 > Agent Workspace for HR Case Management.
    2. Select the Lists icon (HR Workspace Lists icon).
    3. Select My Lists.
    4. Select Add new list.
    5. Select one of the following options.
      • Start from existing - Using this option you can select an existing HR case list to create a custom My Lists.
      • Create your own - This option provides you with a list of all tables you can create a list from.
    6. In the Start from existing/Create your own form, fill in the fields.
      Table 1. Start from existing/Create your own form
      Fields Description
      List HR case list category to use as the basis for your custom My Lists.

      The List drop-down displays preconfigured HR case list types available to your role. Options may include lists such as Bulk case requests, All HR cases assigned to me, etc.

      After selecting a list, you can further customize its columns and add filters.

      Note:
      This field is displayed only in the Start from existing form.
      List Name Name of the list, automatically populated based on your selection in the List field, appending '- Copy' to the original name. You can edit this name.
      Select Source Table that serves as the source for your custom list. Enter a letter or part of the table name to search. For example, to create a list based on the Case table, search for and select Case. Familiarity with the table structure and its columns helps you build an effective list.
      Note:
      This field is displayed only in the Create your own form.
      Select columns Columns included in your list, automatically populated from the selected table. Select X next to a column name to remove it.
      Add filters Filter conditions that refine which records appear in your list.
      Note:
      Filter fields and criteria are based on your selected list. You can add, edit, or delete the default conditions.
    7. Select Create.

    Result

    A new list is created for you. Change the order of your lists using the Reorder button. You can also use this keyboard shortcut Ctrl + Shift + Left/Right Arrow to reorder tabs on lists.
    Note:
    Some users (especially non-admins) may not have access/visibility to the lists in the workspaces. For information on troubleshooting, see https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1325208.