Using the List Manager – Composite Lists
Overview
WebAdMIT allows you to group and manage applicants by common criteria. Once you create a list, you can access it as needed and perform various actions. Lists are dynamic and update as your applicant pool changes. The List Manager allows you to create field lists based on data from the application, and composite lists based on existing field lists.
Creating Composite Lists
Occasionally, you may wish to create a more advanced list, one that queries for applicants that match several criteria and/or several other criteria simultaneously. This can be accomplished using the Composite List feature. Specifically, composite lists allow you to combine "any" and "all" functions in one list. For example, you can create a list that contains:
- All applicants who applied to ADEA AADSAS or PTCAS or SOPHAS, and
- All applicants who applied to a Fall start term and 2025 start year.
You can select up to five field lists in a composite list. If you need to incorporate more, review your field lists and consolidate searches there.
- Using the Menu Bar, click List Manager.
- Click New Composite List.
- Name the list. Your list name must be unique within your institution. If an existing list has the same name, even if you cannot see it based on list sharing permissions, you'll get an error message. Additionally, you cannot name a list Everyone or Clipboard, as these are standard selections in the list drop-down in the Export Manager.
- Indicate if the list should appear in the Menu Bar under the My Lists subpanel in the Applicant Lists panel; this option provides you with quick access to run the list.
- Select who can view it (e.g., just yourself or anyone in your institution).
- Select if you want your query to match all (i.e., and Boolean logic) or any (i.e., or Boolean logic) of the rules you subsequently establish.
- Create a query by selecting previously created field lists from the list drop-down and selecting applicant appears in list or applicant does not appear in list as your operator.
- Click Submit to save your template or Return to List Manager to discard the template.
Applying List Actions to Selected Applicants
Use the checkboxes in the first column of your search results to select multiple applicants and apply an action.
- Export List Name: export the list to .csv, .xls, or .txt formats.
- Edit List Rules: return to list setup and change, add, or delete list criteria.
Managing Lists
From the List Manager, you have several options to work with the lists that have been created. You can view and perform the following actions for lists that you created or that other users created and shared with you.
Running Lists
Click the list name to run it.
Reordering Lists
Use the grip icon to drag and drop the list into the preferred order.
Pinning Lists to the Menu Bar
Click the checkbox to pin a list in the Menu Bar under the My Lists subpanel in the Applicant Lists panel; this option provides you with quick access to run the list.
Editing Lists
Use the pencil icon to edit a list. Note that only list owners can make edits. If you'd like to edit or see the criteria of a list that you are not the owner of, you can create a copy of it instead.
Deleting Lists
Use the trash icon to delete a list. Note that only list owners can delete lists. If an export is using this list, then when the list is deleted, the templates will update to run on all applicants (i.e., Everyone) instead.
Exporting Lists
Use the export icon to export a list. Selecting this option will take you to the Export Manager with the desired list pre-selected.
Copying Existing Lists
Use the duplicate icon to copy an existing list.