Creating and Editing Personal Lists

The SAS Information Delivery Portal allows you to create and edit your own personal lists of channels, documents, links, MDDBs, reports, subscriptions, tables, data warehouse views, applications, or webEIS documents. You can then display these lists in windows in the portal.

For example, the following Links window contains two lists of links:

Creating a Personal List

To create a new personal list:

1. If you have not already done so, open the SAS Information Delivery Portal, log on with your user name and password, and click Personalize on the toolbar. The Personalize window appears.

2. At the prompt Select a role to personalize, choose Personal from the drop-down list.

3. At the prompt Select what to personalize, choose Lists from the drop-down list. The Personal Lists control panel appears showing all the lists you have previously created.

4. Under Add a new personal list, click a radio button to indicate the type of list you want to create. Then click to add a new list. The New Personal List control panel appears.

5. Fill in the fields as follows:

   Name

   Enter a name, which will identify the list when you use the Personalize tool. When the list is displayed in the portal, the name will not appear with the list.
   
   

   Message

   Enter the text that is to appear at the top of the list when it is displayed in a portal window.
   
   

   Description

   Enter a short description of the list. This text will appear with the name when you use the Personalize tool. When the list is displayed in the portal, the description will not appear with the list.
   
   

   Keywords

   Enter key words that will help you find this list when using the search tool. This field is optional.

   
   

6. Click Next. A list box is displayed that shows the items that are available to include on your list. For example, if you are creating a list of links, all of the available links are displayed.

   Note: If you are creating a list of links and you need a link that is not available, you can create a new one. For more information, see Creating and Editing Personal Links. You can also add documents, webEIS documents, widgets, and applications.

7. While holding down the CTRL key, highlight each item that you want to include on your list.

8. When you have highlighted all the desired items, click Create List. The Personal List window reappears showing the new list. You can now proceed by choosing another Personalize function, choosing another task, or opening another window.

   Note: To display the new list, you must now put it into a personal window. For instructions, see Creating and Editing Personal Windows.

Editing or Deleting Personal Lists

To edit or delete an existing personal list:

1. If you have not already done so, open the SAS Information Delivery Portal, log on with your user name and password, and click Personalize on the toolbar. The Personalize window appears.

2. At the prompt Select a role to personalize, choose Personal.

3. At the prompt Select what to personalize, select Lists from the drop-down list. The Personal Lists control panel appears.

4. Under Manage personal lists, find the list you want to edit or delete. Then click to delete the list or to edit the list. If you click , the list disappears immediately, and you are finished. If you click , the Update Personal List control panel appears.

5. Update the Name, Message, Description, and Keywords fields as necessary.

6. Click Next. A list is displayed that shows the items that are available to include on your list. The items that are currently on your list will already be highlighted.

7. To keep the existing items and add new items, hold down the CTRL key and highlight each item you want to add. To replace the current items, make your first selection without holding down the CTRL key; then hold down CTRL while you make any additional selections.

8. When you have highlighted all the desired items, click Create List. The Personal Lists control panel reappears. You can now proceed by choosing another Personalize function, choosing another task, or opening another window.