Create a List Module

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create custom lists for the All menu using the Next Experience All Menu Editing.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Use list modules to provide quick access to pre-filled data, eliminating the need for your users to manually navigate and create their own list filters. This improves productivity by reducing clicks and ensuring everyone sees consistent, standardized views of records.

    Procedimento

    1. Navigate to All.
    2. Select the Edit application icon.
      Arrow pointing the edit application icon in the all menu.
    3. Select + in the menu header.
      Arrow pointing the add module icon in the header.
    4. Add a list module by hovering over the module and selecting Add.
    5. Select the list module in the Modules pane.
    6. In the form, fill in the fields.
      Tabela 1. List Module form
      Field User input
      Name Enter a name for the list.
      Roles Select which roles can access the application menu. If no roles are set, all users can see the menu when it's active.
      Override app menu roles Module roles override application roles when selected, displaying the module even if application menu roles wouldn't normally enable it.
      Table Select the table that you want to display in the list module.
      View Select the type of view that you want the list to display.
      Hint Enter a tooltip that describes the module when hovered over.
    7. Select Done.
    8. Select Filter in the top bar.
    9. Opcional: Enter or select the value you want to filter for in the list.
    10. Select Apply.
    11. Select Open module in the top bar to preview the list.
      Arrow pointing the open module icon in the header.