Lists

Question 1

What is the primary function of lists in the context of document management?

Answer 1

Lists provide a simple way to save a list of objects without specifying conditions.

Question 2

What happens to lists when documents are added or deleted?

Answer 2

Auditing is performed when a user creates or deletes a list; individual documents are not audited.

Question 3

What is the first step to enable lists on an object type?

Answer 3

Navigate to the Object Type tab.

Question 4

What is the purpose of the ‘Mass Save as List’ operation?

Answer 4

To save a search as a list.

Question 5

How can you view items in a saved list?

Answer 5

Create a new saved search or view based on the list.

Question 6

True or False: The ‘Create Search from List’ button is still available.

Answer 6

False

Question 7

What are the steps to create a new saved search using a saved list of documents as criteria?

Answer 7

1. Click Saved Searches browser icon
2. Click Create New Search
3. Type a name
4. Add a condition with Lists field
5. Select fields for results
6. Click Save or Save & Search

Question 8

What must be verified when creating a view from a saved list?

Answer 8

Object Type must be set to the object type for which you saved a list.

Question 9

Fill in the blank: To enable an object to be saved to a list, toggle the _______ field on.

Answer 9

Lists Enabled

Question 10

What settings are required to add a condition when creating a view from a saved list?

Answer 10

Field - select Lists; Operator - select these conditions; Value - select one or more saved lists.

Question 11

What is the last step to complete when creating a new view?

Answer 11

Click Save.