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
  1. Expand the Admissions object and select the following in this order:
  • Candidate
  • Candidate Checklist 
  • Candidate Checklist Item
  • Candidate Visit
  1. In the Display Fields tab, click on Select Fields
  2. In the Select Display Fields popup, expand User Base and select the following fields:
  • User Base.First Name
  • User.Base.Last Name
  1. Expand User Role and select User Role.Role
  2. Expand Candidate > Candidate Checklist > Candidate Checklist Item and select Checklist_Item
  3. Expand Candidate Visit and select Guided by Other
  4. In the Filters tab, under Global Filters, add a row for User Role.Role is any of Candidate
  5. Add another Global Filter for Candidate Checklist Item.checklist_item is any of Shadow Visit
  6. Select Preview to verify the information is correctly displayed
  7. Enter a Name for the list and Description if applicable
  8. Select Save