Create a customized list of records

task australia Updated Oct 28, 2026 1 min read csm-config-ws-create-custom-list.md

Raw file servicenow.com

Agents can create a customized list of records in CRM Workspace.

Before you begin

Role required: sn_customerservice_agent, sn_customerservice.consumer_agent

Procedure

Navigate to Workspaces > CRM Workspace.
Select the List icon and then select the My Lists tab.
Select Create new list to display the New List modal.
To create a list from an existing list:
1. Select Start from existing.
2. In the Select a list field, select an existing list to use as a starting point.
3. In the Name the new list field, enter a name for the list.
4. In the Select columns field, remove the columns that you don't want to include in the list.
5. In the Add filters section, select conditions and values to filter the records included in the list.
6. In the Sort by section, select the field on which to sort the list and select ascending or descending.
7. Select Create.
  
  The new list appears in the My Lists tab.
To create a new list:
1. Select Create your own.
2. In the Name the new list field, enter a name for the list.
3. In the Select a source field, select a table.
4. In the Select columns field, remove the columns that you don't want to include in the list.
5. In the Add filters section, select conditions and values to filter the records included in the list.
6. In the Sort by section, select the field on which to sort the list and select ascending or descending.
7. Select Create.
  
  The new list appears in the My Lists tab.

Related topics

Search and filter lists

Manage customized record lists

73 lines · 2.4 KB Wrap lines

---
title: Create a customized list of records
description: Agents can create a customized list of records in CRM Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/csm-config-ws-create-custom-list.html
release: australia
topic_type: task
last_updated: "2026-10-28"
reading_time_minutes: 1
breadcrumb: [Manage cases, Use, Customer Service Management]
---

# Create a customized list of records

Agents can create a customized list of records in CRM Workspace.

## Before you begin

Role required: sn\_customerservice\_agent, sn\_customerservice.consumer\_agent

## Procedure

1.  Navigate to **Workspaces** &gt; **CRM Workspace**.

2.  Select the List icon and then select the My Lists tab.

3.  Select **Create new list** to display the New List modal.

4.  To create a list from an existing list:

    1.  Select **Start from existing**.

    2.  In the **Select a list** field, select an existing list to use as a starting point.

    3.  In the **Name the new list** field, enter a name for the list.

    4.  In the **Select columns** field, remove the columns that you don't want to include in the list.

    5.  In the **Add filters** section, select conditions and values to filter the records included in the list.

    6.  In the **Sort by** section, select the field on which to sort the list and select ascending or descending.

    7.  Select **Create**.

        The new list appears in the My Lists tab.

5.  To create a new list:

    1.  Select **Create your own**.

    2.  In the **Name the new list** field, enter a name for the list.

    3.  In the **Select a source** field, select a table.

    4.  In the **Select columns** field, remove the columns that you don't want to include in the list.

    5.  In the **Add filters** section, select conditions and values to filter the records included in the list.

    6.  In the **Sort by** section, select the field on which to sort the list and select ascending or descending.

    7.  Select **Create**.

        The new list appears in the My Lists tab.


**Related topics**  


[Search and filter lists](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/csm-config-ws-search-filter-lists.md)

[Manage customized record lists](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/csm-config-ws-manage-custom-list.md)