Workflows are not available in the Essentials solution.
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 help import 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.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15740/direct/1689762695380-workflows-custom-lists-export-step1.jpg)
Step 2
Click “Actions” in the top right corner and select “Export”, then “CSV”.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15740/direct/1689762724732-workflows-custom-lists-export-step2.jpg)
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.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15740/direct/1689762762245-workflows-custom-lists-export-step3.png)
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”.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15740/direct/1689763226164-workflows-custom-lists-import-step1.jpg)
Step 2
Select "Create new", then “Upload from CSV”, and choose the desired CSV file.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15740/direct/1689763255059-workflows-custom-lists-import-step2.jpg)
Step 3
All items will now be displayed as a list. Delete the items you do not wish to import and click “Next”.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15740/direct/1689763289453-workflows-custom-lists-import-step3.jpg)
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.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15740/direct/1689769223741-workflows-associate-custom-lists-step1.jpg)
Step 2
Click “Configure execution input”
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15740/direct/1689769317897-workflows-associate-custom-lists-step2.jpg)
Step 3
- Select “No target (custom attribute)” in the Target field
- Name the input
- Select “List” in the Type field
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15740/direct/1689769408458-workflows-associate-custom-lists-step3.png)
Step 4
- Click “Set values” and select “Pick from list”
- Select the desired custom list and press “Save”
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15740/direct/1689769490654-workflows-associate-custom-lists-step4.jpg)
View associated Workflows
To view the Workflows associated with a custom list, just follow these steps:
- Select “Custom lists” in the “MANAGE WorkflowS” section in the sidebar menu.
- Click on the name of the list.
- Select “Associated Workflows”.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15740/direct/1689769574278-workflows-custom-lists-associated.jpg)
Only custom lists that are NOT associated with any Workflows can be deleted.