The saved lists remain in PRIM as long as you do not delete them.

 

Moreover, you can share them with other users or bring up to date your lists in real time.

 

The fields or the columns of the lists are not editable, however it is possible to hide some columns or to apply filters to display the desired records.

 

 

       Create a list

 

Saving a list will prevent you from repeating a search.

 

In this example, we use the "Candidate” window to create a list of all active candidates.

 

1.On the "PRIM” menu, click on the button (Candidate) to open the window “Candidate”.

2.The fields are green you are in search mode.

3.Search all candidates who have the status "Active". You can enter "Active" in the field "Status" or click on the icon (List of values) and choose "Active".

4.Click on the icon (Execute the search) on the main toolbar.

5.Click on the icon (Search listing) on the main toolbar.

6.Click on .

7.Click on the icon (Insert) to add a new list.

8.Enter a meaningful name and select the category.

9.Check the ''Shared list'' box if you want to share the list with other users.

10.Check the ''Updatable box'' to update your data.

11.Click on .

12.Click on and close the window.

13.Your list is now accessible in the sidebar.

 

The lists that you have created will be identified by this icon. in the sidebar

The icon that you see in the sidebar, means that this list is shared, and has been created by another user. You will not be able to rename or delete it.

 

 

       Refresh a list

 

1-On the sidebar click on "Lists”.

2-Select the list you want to refresh and click on the icon (Refresh).

3-In the example below, you will find the list of the active candidates. If their statutes changed since the last consultation, they will not appear in the list anymore.

4-The new candidates with the ''Active'' status will be in the list.

 

 

Only the lists created with the option "Updatable list" can be refreshed.

 

 

       Rename or delete a list

 

Only a user with the "ADMIN” access or the creator of the list can delete it.

 

 

1-On the sidebar click on "Lists”.

2-Select the list to delete or rename.

3-Click on the icon (Edit).

4-Rename the list and click on if you want to keep the change.

5-If you prefer not to keep the change, close the window. A message will appear, click on .

6-Click on to delete the list.