To create a list of Candidates who have been Guided By Other:
  1. Navigate to Lists > More Lists
  2. Click the Add button and select Create Advanced List.
  3. In the Select Objects tab, expand Constituent Information and select the following in this order:
    • User Base
    • User Role
  4. Expand the Admissions object and select the following in this order:
    • Candidate
    • Candidate Visit
  5. In the Display Fields tab, click on Select Fields.
  6. In the Select Display Fields popup, expand User Base and select the following fields:
    • User Base.First Name
    • User.Base.Last Name
  7. Expand User Role and select User Role.Role.
  8. Expand Candidate Visit and select Guided By.
  9. In the Filters tab, under Global Filters, add a row for User Role.Role is any of Candidate.
  10. Add another Global Filter for Candidate Visit.Visit Type is any of Shadow.
  11. Enter a Name for the list and Description if applicable.
  12. Select Save.
  13. Select Preview to preview the list's results.