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