Creating and modifying working lists

To create a view-by-form list

1. In the AR System Navigator, expand serverName, right-click Working Lists, and select New View by Form List.
2. In the New View by Form List dialog box, enter the List Name.
3. Click Add.
4. In the Form Selector dialog box, select one or more forms to include in the list, and click OK.
   To filter the list of forms, type a pattern in the Name field. To move to a form in the list, type the first characters of the name in the Locate field.
   Use the usual Windows methods to select multiple objects. For example, hold down the CTRL key and click an item to select or clear it.
5. Click OK to save the list.

To create a view-by-form list including only forms from an application

1. In the Applications branch in the AR System Navigator, right-click the application name and select New Application View by Form List.
2. In the New Application View by Form List dialog box, enter the List Name.
3. Click Add.
4. In the Form Selector dialog box, select the forms to include in the list, and click OK.
   The Form Selector dialog box lists only the forms in the application. To further filter the list of forms, type a pattern in the Name field. To move to a form in the list, type the first characters of the name in the Locate field.
5. Click OK to save the list.

To create a related list

1. In the server branch in the AR System Navigator, right-click Working Lists and select New Related List.
2. In the New Related List dialog box, enter the List Name.
3. Click Add.
4. In the Add Items dialog box, select the objects to include in the list.
   To filter the list of objects, type a pattern in the Name field, select an application from the Application drop-down list, or clear the appropriate Object Category check boxes. To move to a form in the list, type the first characters of the name in the Locate field.
5. In the Add Items with Related Property drop-down list, select to add any of the following:
   • Only the objects selected
   • The object and directly related objects
   • The objects and all related objects
   • For applications and packing lists, the object and its contents
     For descriptions of the related options, see Exporting-object-definitions-views-and-applications.
6. Click OK.
7. To see which objects will be included in the list, in the Related List dialog box, select an object and click Show Related.
8. To change which related objects are included in the list with the selected object, select the objects in the list and click and change the value in the Related column or click the buttons.
   For descriptions of the related options, see Exporting-object-definitions-views-and-applications.

9. Click OK to save the list.

   When you export objects, you can select an option to create a related list containing the exported objects.

To create a search list

1. In the server branch in the AR System Navigator, right-click Working Lists and select New Search List.
2. In the List Name field, enter a name for the search list.
3. Complete the rest of the fields as described in Searching-for-objects.
   You can also create a search list by completing the Working List panel when you perform a search.
4. Click OK.

To modify a working list

1. In AR System Navigator, expand serverName> Working Lists, right-click the list name, and select Edit.
2. In the Edit View by Form List or Edit Related List dialog box, modify the list as necessary.
   For details about how to modify working lists, see the procedures above.

To export the objects in a working list

1. In the Working Lists branch of the server branch in the AR System Navigator, right-click the name of the list and select Export Working List Content.
2. In the Export To File dialog box, select or enter a file to write the object definitions to.
3. Click Save to start the export operation.
   For descriptions of the related options, see Exporting-object-definitions-views-and-applications.

To save a working list as import/export commands

1. In the Working Lists branch of the server branch in the AR System Navigator, right-click the name of the list and select Save as Import/Export Commands.
2. In the Save as Import/Export Commands dialog box, select or enter a file to write the import/export commands.
3. Click Save to create the file.
   For the use of this XML file, see Using-buttons-and-menu-bar-items-to-execute-active-links.

To delete a working list

• In the Working Lists branch of the server branch in the AR System Navigator, right-click the name of the list and select Delete.