Defining an automatic list

An automatic list is a group of items (or requesting locations) that have common attribute values. You can use automatic lists to select items for processing, reporting and inquiries. You can also create a manual list. Defining a manual list

List

Attributes must exist before you can use them in a list. You should also assign values to any item that will become a member of the list.

Define an automatic attribute list

  1. Access List (MX10.1).
  2. Click the New List button to access Define List (MX10.2) where you will define header information for the new list.
  3. Specify this information:
    Object Type

    An attribute list must be associated with an object type. For Requisitions, select Item (ITEM) or Requesting Location (RQLOC).

    List

    Specify a name and description for the new list.

    Sort By Attribute tab

    To define a sort order for attributes in the list, select attributes in the sequence you want to use for sorting.

    Audit form tab

    Use the Audit form tab to display the user who created the list, the date the list was last changed, and the date the list was last updated.

  4. After adding the new list, you automatically navigate back to List (MX10.1). Use this form to define the attribute criteria for items you want in the list.
  5. Specify this information:
    Attribute

    Select the attribute or attributes you want.

    Value Range

    For each attribute that you select, specify a value range.

    Or Group

    If you leave this field blank, the relationship between the attributes is an AND relationship, meaning that an item is eligible for the list if it satisfies all the attribute values. You can specify any alphanumeric character to specify an OR relationship, meaning that an item (or requesting location) is eligible for the list if it satisfies any of the attribute values.

    Note: If you need to change the Or Group field value, you must first delete the attribute line, then re-enter it with the new Or Group value.
    Note: As long as the list remains automatic, it is updated dynamically whenever you use it.
  6. To view the items or requesting locations that meet the list's eligibility criteria, select the Preview button to access one these, based on the object type selected:

    • Query List Members (IC56.3)

    • Query List Members (RQ01.4)

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