Intellilists

With Intellilists you can create special lists of people based on specific filters you choose.

You can't add someone to an Intellilist - Intellilists are automatic lists, and their membership is calculated based on the criteria for the list.

Linked Graphic

Properties

Field

Description

List description

A useful description of the list for your own purposes. This does not affect how VSys works with the list.

Recalculate rules

Manually	The list's rules are only applied when you specifically initiate the process. This can result in the list becoming out-of-date.
Every time	Whenever the list is used, VSys recalculates it. This can be a long process for complex lists, and unnecessary for lists which rarely change.
On a schedule	If it's been the given amount of time since the list was last recalculated, then and only then will VSys recalculate it.

Defining your criteria

Every Intellilist requires one or more criteria to designate the rules for deciding whether or not a person belongs in the list. Whenever VSys needs to determine who's in the list, it checks people against these criteria, and those who meet all of them are considered to be on the list.

Add criteria by right-clicking on the Intellilist Criteria panel, then clicking Add. For each criterion, enter a description and an action. The action will be one of the following, and people who meet the criteria here will have this done:

Add these to the list	People who meet all of the criteria here will be added to the interim results.
Remove these from the list	People who meet all of the criteria here will be removed from the interim results.
Keep only those both here and on the list	People who are in the interim results list but who do not meet these criteria are removed from the interim results.

See People Filters for an explanation of how the selection criteria work.

You can test an individual set of criteria by clicking on the Test button while editing that set of criteria.

Test the complete list's criteria by clicking on the Click here to test the list link.

On the right-click menu

Right-click on an Intellilist criterion or on the Intellilist Criteria panel to modify individual criteria or perform other actions.

Add	Adds a new Intellilist criterion to the list of operations.
Move	Moves this Intellilist criterion up or down on the list. The topmost item is executed first, then subsequent items are done in order.
Edit	Edits this Intellilist criterion.
Delete	Deletes this Intellilist criterion.

Linked Graphic

In This Section

Intellilist Recursion