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- Log into the test environment (linked above)
- Navigate to the Lists (Beta) app
- Click "New". Give your list a name.
- Under "Record type", select Organizations - Contact info.
- Be sure visibility is shared and status is active
- Click "Build query"
- Using the query builder, enter one or more criteria likely to return results
- It is recommended that at least one query test date ranges
- It is recommended that other queries be tested (e.g. "Organization name contains library")
- Click "Test query" to see if the query returns results
- When you have a working query, click "Run query & save" (Note that this may take several moments to complete)
- When the query has finished running, at the top of the screen you will see a green notification bar. Click "view updated list" to see the full list of results.
- Click Actions → Actions
→ Edit and make any change to the list (e.g. editing the description)and select the columns you wish to exportNote: The above is not part of the normal lists process, but is related to a bug currently being worked on. This step will allow the test to proceed normally- The above bug has been resolved.
- Click Actions → Export list (csv). This may take a couple minutes.
- Review the CSV output. (Please note that for purposes of this test, we are specifically looking to see if the file can successfully be imported into the DMEP Access database.)