Add collection lists collection-lists

The List of custom lists section allows you to define collection links, such as purchases. The related data is then displayed in profile screens through a dedicated tab.

For more information on the screen definition screen and how to access it, refer to the Access the screen definition section.

NOTE
Currently, this capability is only available for the Recipients schema.

To add collections lists:

  1. Browse to the Schemas menu, and locate editable schemas using the filters.

  2. Select the schema name in the list to open it and click the Screen edition button in the schema details view to access the screen definition.

  3. Click the ellipsis icon and choose Select custom lists.

    Collection lists creation

  4. Select one of the available custom lists, for example purchases, then click Confirm.

    Collection lists creation

  5. Browse to the Profiles menu and filter profiles that have made purchases.

    Collection lists creation

  6. Click on a profile. You notice that the new tab is displayed. You can add more columns if needed.

    Collection lists creation

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