Manage lists

Manage lists

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Domain

Core Breeding

Tool

List Manager

User Type

Member, Non-member

Role

Team Member, Collaborator


The tool enables users to do many things with the lists in addition to creating them. They can view their list information, add more items to it, update, delete, split, merge, and share it with others. The action icons differ depending on the ownership of the lists. For example, users cannot edit the lists shared with them by others.

 

View list items

To view the list and its items, click View List.

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Update a list's information

Click Manage beside the list. The Basic Info tab opens with the general information about the list. From here, users may edit their lists as necessary.

Refer back to the list creation user guide for further instructions.

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Split list

  1. Click More Action beside the list. Then, select Split List. A modal opens with the settings on splitting the list.

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2. Specify the number of child lists (the number of lists to split) and the arrangement of the split items (ascending or descending).

3. Finally, click Split. The split lists will appear in the data browser.

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In the Description column, users can see which list derives from which. By default, the new list names itself after the original and appears at the top of the browser.

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Merge lists

The merge feature lets users create a new list by combining selected lists of the same type. Note that only lists of the same type (e.g., two or more germplasm lists) can be merged.

1. Tick the checkboxes beside two or more lists to be merged. Then, click Merge Lists from the toolbar.

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  1. On the modal, select between the two options to create the list: Create a new list or Use existing list. You may refer to the dropdown below for the merge list options.

  • Create a new list. This feature allows users to combine the items from selected lists and create a new list containing the combined items. If they choose this option, they need to provide the required information.

The Abbrev and Display Name will be automatically populated based on the name users provide for their list, but they may still edit them.

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  • Use existing list. This feature will use one of the existing lists as the new one, with the items from other selected lists for merging.

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  • Create a new list. This feature allows users to combine the items from selected lists and create a new list containing the combined items. If they choose this option, they need to provide the required information.

The Abbrev and Display Name will be automatically populated based on the name users provide for their list, but they may still edit them.

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  • Use existing list. This feature will use one of the existing lists as the new one, with the items from other selected lists for merging.

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  1. Once done with the options, click Merge. The data browser reopens with the merged list.

If users opted to create a new list, the newly created list with the merged items will be on top of the List Manager browser.

Otherwise, the existing list selected to be the new list will retain its position in the browser, with its count reflecting the total number of merged items.

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Add items to list

Click More Action beside the list. Then, select Add items to list. The Add items tab reopens where users can manually add items to the list.

Refer back to the list creation user guide for further instructions.

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Delete a list

  1. Click More Action beside the list. Then, select Delete list. The modal opens where users need to confirm the action.

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2. To confirm the action, click Delete. Once deleted, the list will never be retrieved.

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Share a list

This feature allows users to share their lists with other programs and users. They can allow the people or program to view it only or edit it.

  1. Click More Action beside the list. Then, select Share list. The modal opens where users can modify the permissions.

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  1. Select the program(s) and/or the user(s) users wish to share their list with.

  2. Click Add. The programs and/or users with permissions will be displayed at the right pane.

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4. To change their permission, select the programs and/or users, then update the permission and click Apply to selected. Refer to the panel below for the permission options.

  1. Once done, click Close to go back to the data browser.

Read - the user can view only the list
Read/Write - the user can view and edit the list

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To revoke a shared list from a user and/or program, select the program and/or user on the right, click Remove, and click to confirm the removal.

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Great job! Here are some workflows where the lists can be used.

Use the germplasm list when searching for records.

https://ebsproject.atlassian.net/wiki/spaces/EUG/pages/29643964422

Add the package list items to the working list in Inventory Search.

https://ebsproject.atlassian.net/wiki/spaces/EUG/pages/29485859414