Create a custom list based on an existing list

task australia Updated Sep 10, 2026 1 min read create-list-from-existing.md
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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 ([Omitted image "wsd-central-lists-icon.png"] Alt text: Lists icon.).

  3. 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.

  4. On the form, fill in the fields.

Field

Description

List

Existing 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 Name

Display name for the custom list.

Select columns

Columns 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.

5. In the Add filters section, use the following options to filter and sort the records in your custom list.

Option

Description

Use existing filter

Use an existing filter that is available with the selected Workplace Central list.

Save filter

Save 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.

Editor

Create condition sets for the filter criteria.

Sort by

Select fields that are to sort the results in the custom lists in ascending or descending order.

6. Select **Create**.

Parent Topic:Creating custom lists on Workplace Central

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