Custom lists

  • Last update on October 18th, 2023

Custom lists are collections of variables that can be easily reused across multiple workflows. Once a list has been uploaded as a CSV file, you can associate it with one or more workflows.

Custom lists are helpful for importing external information into CoreView. For example, you may download a list of users who must be deprovisioned from an HR tool, upload it as a custom list, and let the deprovisioning workflow handle the rest.

Export and import a custom list

Export a custom list from CoreView

To export a CoreView report as a custom list, follow these steps:

Step 1

Go to the desired report and select the columns with the information you require.

Step 2

Click “Actions” in the top right corner and select “Export”, then “CSV”.

Step 3

You can open the CSV file to make any changes, ensuring that you include a column header row at the top of the file with the column names.

Step 4

Save the file as a CSV.

Import a custom list into CoreView

To import a CSV file as a custom list, follow these steps:

Step 1

In the “MANAGE WORKFLOWS” section, select “Custom lists”.

Step 2

Select "Create new", then “Upload from CSV”, and choose the desired CSV file.

Step 3

All items will now be displayed as a list. Delete the items you do not wish to import and click “Next”.

Associate custom lists and workflows

The benefit of associating a custom list with workflows is that, if you need to modify a variable in the future, you simply update the custom list, and the changes will automatically apply to the associated workflows as well.

Associate a custom list with a workflow

Follow these steps to associate a custom list to a workflow:

Step 1

  • Select a workflow.
  • Click “Actions”.
  • Select “Edit” from the drop-down menu.

Step 2

Click “Configure execution input

Step 3

  • Select “No target (custom attribute)” in the Target field
  • Name the input
  • Select “List” in the Type field

Step 4

  • Click “Set values” and select “Pick from list
  • Select the desired custom list and press “Save

View associated workflows

To view the workflows associated with a custom list, just follow these steps:

  1. Select “Custom lists” in the “MANAGE WORKFLOWS” section in the sidebar menu.
  2. Click on the name of the list.
  3. Select “Associated workflows”.

Only custom lists that are NOT associated with any workflows can be deleted.