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Creating custom lists on Workplace Central › Use › Workplace Central › Workplace Service Delivery › Employee Service Management
Release: Australia · Updated: 2026-03-25 · Official documentation · View source

Create a custom list based on an existing list

Create a custom list based on an existing list on Workplace Central.

About this task

The following video explains how to create a custom list from an existing list:

[Omitted video] Description: Create a custom list in Workplace Central

Before you begin

Note: You might require additional roles based on the lists that you want to access from Workplace Central.

Role required: sn_wsd_central.workspace_user

Procedure

  1. Navigate to All > Workplace Central > Workplace Central.

  2. Select the Lists icon (

Image omitted: wsd-central-lists-icon.png
Lists icon.\).

  1. Select the My Lists tab, then select Add new list.

    The New List pop-up appears with the Start from existing tab selected by default.

  2. On the form, fill in the fields.

FieldDescription
ListExisting Workplace Central list that you want to use for your custom list.The system only displays lists that your role has access to. After you select a list, additional fields are displayed on the pop-up.
List NameDisplay name for the custom list.
Select columnsColumns that are picked from the selected Workplace Central list and displayed on the custom list.This field is displayed after you select a list in the List field. Some columns might already be selected based on the selected list.
  1. In the Add filters section, use the following options to filter and sort the records in your custom list.
OptionDescription
Use existing filterUse an existing filter that is available with the selected Workplace Central list.
Save filterSave the current filter criteria.You can use saved filters for other custom lists. You can also grant permissions to other users to use the filter for their custom lists.
Refresh (Update count)Update the number of records based on the current filter criteria.
EditorCreate condition sets for the filter criteria.
Sort bySelect fields that are to sort the results in the custom lists in ascending or descending order.
  1. Select Create.

Parent Topic:Creating custom lists on Workplace Central