--- title: "Manage List Page" slug: "manage-list-page" tags: ["Approve Knowledge Records", "Knowledge Records"] updated: 2025-04-30T10:15:39Z published: 2025-04-30T10:15:39Z canonical: "help.symphonysummitai.com/manage-list-page" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage List Page The Approve Knowledge Records list page is a centralized repository for Approvers to efficiently review, assess, and approve Knowledge Records (KRs). Navigating through pending KRs to approving them,Apex provide functionalities and features that empower Approvers to streamline their decision-making process. With a focus on visibility, and efficiency, Apex{Platform Name} helps ease the KR approval process and enhance overall IT service delivery. ## View Knowledge Records to be Approved To view the list of SRs to be approved, perform the following steps: 1. Click **Service Management.** From the left panel, select **Knowledge**. 2. Click **Approve Knowledge Records**. List of the Knowledge articles awaiting approval are displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-MWFERBWX.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: Approve knowledge records list page There are different columns, tabs, and rows in the list page of Approve Knowledge Records. The different tabs on the top ribbon displays the list of KRs assigned to the Approver for a particular Tenant. Click on individual tabs to view the list of SRs from that Tenant. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-DC1KABH7.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: Approve KRs - Tenant ### View You can change which KRs are displayed on the list page by clicking the **View** option. 1. Click **Select View** to add a new view to the KR list page. Click Add New View to add a view. 2. You can also select a View from the already Saved Views options. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-JXI79YRQ.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: View KR 3. Select which view you want to apply to the KR list page. ### Filters You have the provision to apply filters on all of the columns or an individual column. This functionality allows you to control the exclusion or inclusion of specific data as per your requirement. You can focus on the required data with better analysis. To apply filters on all the columns, perform the following steps: On the Approve Knowledge Records list page, click the Filters icon on the top left corner just above the list of forms. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-UY4B0TAY.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: Filters You have the provision to add new advanced filters or to use saved view with pre-defined filter conditions. ### **Advanced Filter** The Advanced filters allows you to define filter conditions at more granular level with additional filter options. 1. Click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709385751696.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D)icon to add advanced filters to the Approve KR list page. 2. A pop-up screen appears where you can add new filter sets with conditions to the list page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709385867984.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: View - Advanced filter 3. Click **Add Filter Set** to add a new filter to the Approve Knowledge Records list page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-EPDHXNA7.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: Add filter set 4. In the **Field** section select a column from the dropdown menu to which you want to add new filters. 5. Once you select **Field** value, the **Operator** column will populate the corresponding operator values in the dropdown menu. Select the **Operator**. You can select only one option. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/j01kimzi.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: Operator 6. Once you select **Operator**, the **Value** column will populate the values in a drop-down menu. This is a multi-value field and you can select multiple options. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-CBOXMOTJ.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: Value 7. Click **Apply** to implement the newly set advance filters on the list page. The following table describes the fields and description of **Advance Filter** pop-up. | Field Name | Description | | --- | --- | | Field | Select the field from the available list of options. | | Operator | Specify the operator for the condition. Available options are as follows: - Is - Is Not - Is One Of - Is Not One Of - Is Anything - Is Empty - Is Not Empty - Dynamic | | Value | Specify the field value for the selected operator. | | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683873380890.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) | Click Delete icon to delete any filter conditions. | | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683873399546.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) | Click Add icon to add one more row to add filter conditions. | | Clear All | Click **Clear All** to remove all filter conditions. | | Cancel | Click **Cancel** to remove a specific filter condition. | | Apply | Click **Apply** to remove apply a specific filter condition. | The applied filters count is displayed on the top along with filter icon. It will provide a quick reference to the applied filters. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-VKPML18D.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: Filters Count ### Filters in individual column You can apply filters on individual columns as well as per your requirements. To apply filters on individual columns, perform the following steps: 1. On the list page, click the filter associated with the individual column. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-SLS918RQ.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: Filters - Individual Column 2. Specify the filter criteria based on your requirements. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-FAFCP7Z8.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: Filters - popup 3. Click the **Filter** icon to view the following filter options. Select the **Match All** or **Match Any** option from the list to filter the data based on the condition selected. The **Match All** option is selected, by default. 4. Select the option to compare the data based on the conditions. Available options are as follows: 1. - Starts With - Contains - Not contains - Ends with - Equals - Not equals - Less than - Less than or equal to - Greater than - Greater than or equal to - Date is - Date is not - Date is before - Date is after - Active - Not Active **Note** The following filter options are available for numeric column values: - Less than - Less than or equal to - Greater than - Greater than or equal to The following filter options are available for date column values: - Date is - Date is not - Date is before - Date is after The following filter options are available for toggle switch Active: - Active - Not Active 5. You can click Clear to clear the configured filter and click Apply to set the filter condition. ### **Search** Search a specific KR in the list page by using the Search bar present on top of the Approve Knowledge Records list page. You can type the KR ID, or any other keyword in the search bar to search a particular KR. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-SNDF57SZ.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: Approve KR - Search ### **Export** Export the current or all the list pages of the KRs in an Excel format using the **Export** icon. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-TXS3EC0F.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: Approve KRs - Export Once you click the **Export** icon, it will give you option to export all the pages or only the current page in an Excel format. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-GCRX5U0W.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: Export options ### Bulk Approval This option allows you to approve or reject knowledge records in bulk. You may select one or more knowledge records and bulk approve or bulk reject the records. Click **Bulk Approval** icon and select the required knowledge records to be bulk updated. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-U0BQ89TA.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: Bulk Approval On the Bulk Approval pop-up, select the Approval status as **Approve/Reject**. Enter remarks if needed. Click **Submit**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-95CWJNII.png?sv=2026-02-06&spr=https&st=2026-11-11T17%3A29%3A15Z&se=2026-11-11T18%3A29%3A15Z&sr=c&sp=r&sig=%2B00VoV%2BP3mrOsHFruxeRuaSQSOmjb%2Fn2w8Cd5AxAfLE%3D) Figure: Bulk Approval status Tenant is a platform component that is created inside the Sub Domain to leverage the independent functionality of a department along with data privacy.