Manage customized record lists

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

Agents can manage the customized lists of records that they create in CRM Workspace. This includes saving a copy of a list, renaming a list, sharing or deleting a list, and opening a list in a new tab.

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 the Menu item actions icon next to a list.

Select one of the following actions.

Action	Description
Save a copy	Saves a copy of the table with the name you provide in the Title field.
Rename	Renames the table with the name you provide in the Title field.
Share	Shares the list with the selected Users and Groups.
Delete	Deletes the list after you confirm the action in the Delete modal.
Open in new tab	Opens the list in a new tab.

Related topics

Search and filter lists

Create a customized list of records

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---
title: Manage customized record lists
description: Agents can manage the customized lists of records that they create in CRM Workspace. This includes saving a copy of a list, renaming a list, sharing or deleting a list, and opening a list in a new tab.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/customer-service-management/csm-config-ws-manage-custom-list.html
release: brazil
topic_type: task
last_updated: "2026-10-28"
reading_time_minutes: 1
breadcrumb: [Manage cases, Use, Customer Service Management]
---

# Manage customized record lists

Agents can manage the customized lists of records that they create in CRM Workspace. This includes saving a copy of a list, renaming a list, sharing or deleting a list, and opening a list in a new tab.

## 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 the Menu item actions icon next to a list.

4.  Select one of the following actions.

    |Action|Description|
    |------|-----------|
    |**Save a copy**|Saves a copy of the table with the name you provide in the **Title** field.|
    |**Rename**|Renames the table with the name you provide in the **Title** field.|
    |**Share**|Shares the list with the selected **Users** and **Groups**.|
    |**Delete**|Deletes the list after you confirm the action in the Delete modal.|
    |**Open in new tab**|Opens the list in a new tab.|


**Related topics**  


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

[Create a customized list of records](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/csm-config-ws-create-custom-list.md)