Configure organization hybrid lists

Organizations can have their own custom items in hybrid list categories, which combines conformity and flexibility across all organizations.

Set up a new hybrid list instance

1. Go to Organizations
2. Locate the organization to which you would like to add a new hybrid list.
3. In the Actions menu, click Manage Hybrid Lists. The Hybrid Lists page opens, and all defined hybrid lists are displayed.

🛈 Because all organizations inherit all shared hybrid lists, it is not possible to add or remove a hybrid list definition for a specific client. Instead, create a shared hybrid list definition and configure items on it using this article.

1. Locate the hybrid list you want to customise for this organization and click Edit. The edit panel appears.

Add a new custom item

1. The hybrid list categories are listed in an accordion. To add a custom item, open the appropriate category and click + Add Custom Item. A card appears with a form.
2. Enter the Name and Value of the custom item. Add an optional Description.
3. Repeat this process for each additional item.
4. Click Save

Remove a custom item

1. Open the category the Custom Item belongs to.
2. Locate the item and click Remove Custom Item. The item is removed.

Set facets

The remaining tabs display any defined facets grouped by their category. Set them appropriately.