An Interaction List is a static list of interactions that were added to the list manually by selecting them from an Interaction Grid. You can access existing interaction lists and create new, empty interaction lists in the Interaction Lists tab. (Interaction lists can also be created on the fly in an Interaction Grid; see Adding Interactions to an Interaction List.)
To open the Interaction Lists tab:
New interaction lists can be created in one of two ways:
The following columns appear in the Interaction Lists table:
| Column | Description |
|---|---|
| | Select the check box to include the interaction list in a Delete action (see below). Note: If you did not create the interaction list, this option is not available. |
| Run | Click the |
| Delete | Click the Note: If you did not create the interaction list, this option is not available. |
| Name | The name of the interaction list. |
| Creator | The name of the user who created the interaction list. |
| Sharing | The names of the groups and users with whom the interaction list is shared appear in the table beside the icon.
Click the Share icon to open a dialog box in which you can select the groups and individual users with whom you want to share the interaction list. The members of the selected groups and the selected users will see the interaction list listed in their Interaction Lists tab, and will be able to run them. Note: You can only modify or delete interaction lists that you created. |
| Created | The date on which the interaction list was initially saved. |
| Coaching | Click Add to add the interaction list to a Coaching session. |
| Permalink | Click Copy to create a Permalink to the interaction list. You can copy the link to your clipboard and then paste it elsewhere as necessary. Later, you can use a browser to navigate to the Permalink address. When you do, the interaction list will open in the browser. For additional information, see Permalinks. |
You can choose to sort the tables by any column that contains an interaction parameter.
To sort a table by a column:
| Click the title a second time to reverse the sort order. |
If there are a lot of items in a table, you can find the items you are interested in by filtering the display. You can filter by item name and/or by the name of the user who created the item.
To filter the items in a table by name:
To filter the items in a table by their creators:
| For additional information about using the Multi-Select box, see Defining Search Criteria. |
If you do not want to display the table, you can collapse it. This may be convenient, for example, when an Interaction Grid is displayed at the bottom of the screen.
To collapse / expand a table:
To remove interactions from an interaction list: