A list view in Equinox Corporate+ allows you to filter and view records for specific intellectual property objects, tailored to your organization's needs. Whether you're managing patents, trademarks, or other IP assets, creating custom list views can streamline your workflow and help you focus on the most relevant information.
Example Scenario:
Let's say you want to identify patents with recent application dates to prioritize follow-up actions. By creating a custom list view, you can easily filter and view patents based on their application dates.
Create a List View:
Navigate to the desired object tab in Equinox Corporate+ (e.g., Patents).
Click the List View Controls button (
), then select "New."
Enter a name for your list view, such as "Recent Applications."
Determine the visibility settings:
Choose "Only I can see this list view" for sensitive information or test list views.
Select "All users can see this list view" for general list views.
Share the list view with specific user groups if necessary.
Click "Save" to create the list view.
Update List View Display Fields:
Customize the fields displayed in your list view to focus on the most relevant information for IP management.
Example:
In your "Recent Applications" list view, you may want to include fields such as "Application Date," "Patent Title," and "In-House Attorney" to easily identify patents with recent applications.
Navigate to the newly created list view.
Click the gear icon ( 
), then select "Select Fields to Display."
Add relevant fields from the "Available Fields" section to the "Visible Fields" section.
Remove any unnecessary fields from the "Visible Fields" as needed.
Click "Save" to update the list view display fields.
Filter a List View:
Refine your list view by applying filters to focus on specific subsets of IP assets.
Example:
To narrow down the list of patents with recent applications, you may want to filter by the "Application Date" field to only display patents with application dates within the last six months.
Navigate to the "Recent Applications" list view.
Click the filter icon (
), then select "Add Filter."
Choose the "Application Date" field for the filter.
Select the appropriate operator (e.g., "Last 6 Months").
Click "Done" to apply the filter.
Click "Save" to save the filtered list view.
By leveraging custom list views in Equinox Corporate+, you can efficiently manage your intellectual property portfolio by focusing on the most relevant information and tasks. Whether you're tracking recent applications, monitoring trademark registrations, or managing patent families, custom list views provide flexibility and efficiency in navigating your IP assets.