A list of all existing items is displayed via the main menu: Configuration Database → Item List. You can narrow down the displayed items by selecting a group or type in the left pane of the window. If there are no groups or types in the window, you must first define them.
The header of the list window shows the number of records displayed out of the total number; it also includes controls for easily creating a new record and searching using an advanced filter, along with the option to save the filter.
The following is a list of items based on the currently selected filter or search results. Using the 
icon in the last column of the list table, you can customize the column display by selecting which columns will appear in the list and specifying their order. You can change the order by simply dragging them up or down. You can also freely adjust the width of each column displayed in the list—click the area between the columns and drag left or right to the desired width.
To confirm your selection of columns (and their order), click the ✓ Confirm button in the corresponding table column selection window.
Below the list are buttons for exporting and importing: Export to XLSX, XLS, CSV, Links; and Import XLS, Links, Service Areas, and Contract Attachments. In the lower-right corner, there is pagination to make the list easier to view and navigate.
Searching and filtering in the list of items
For an effective search by entering the desired term, you can use the Search field located above the list of items. This so-called full-text search searches in the following columns:
- CI ID
- CI Name
- Company
- Description
- Operation
- Location
- User-defined fields
At the end of the search field is the 
icon, which allows you to limit the columns in which the entered term will be searched. Clicking the icon displays the available columns; if the 
icon appears next to a column name, the entered term will be searched for in that column. Clicking on a column name deselects it, meaning that the search will not be performed in that column.
If you need to search for items based on multiple criteria, you can use the advanced search filter, which you can apply by clicking the 
button next to the Search field. In this filter, you can specify specific search criteria in any column or above a specific column from the selection.
Depending on the column type, you can choose from conditions such as “contains,” “does not contain,” “is,” “is not,” “is filled in,” or “is not filled in” for the search term or part of it; for drop-down lists, you must select one of the available values. Search conditions can be added by clicking the “
” icon. Conditions can be freely combined and expanded using the logical operators AND (and) and OR (or). Frequently used or otherwise specific filtering conditions can be saved and will be available with a single click above the list of items for future use.
For more information on how to use filters effectively in CDESK, see the articles “Searching and Advanced Filters” at and “Searching and Advanced Filters” at.
Export items
To export a list of created items, click one of the following buttons: XLSX, XLS, CSV, Links below the list of items. Clicking a link opens a new window where you can select the columns to export. If you want to export all columns, you do not need to select them individually. Clicking the 
icon in the section under Available columns will move all columns in bulk to the section under Selected columns. The order of the columns in this list determines their order in the export. This order can be changed as desired. Clicking the 
icon above the column list will sort the columns in their default order.
After selecting the columns, click the ✓ Export button located in the upper-right corner and also in the lower-right corner of the window to generate the export. After clicking, the user will be prompted to select a file location on their local device. Selecting the Cancel option returns you to the list of items without creating the export. If the exported table will be supplemented and subsequently used to import data, it is necessary to export an XLS file, where the option “Include Import String” (automatic column matching) is enabled above the column selection.
The format of time-related data in the report (such as the completion deadline) depends on the settings for Date display format and Time display format in your profile.
Export connections
The “Links” report provides an overview of the links between items within the list.
To generate a report of item links, click the Links button below the list. After clicking, you will be prompted to select a location for the file on your local device.
Import items
Items can be imported into the list using the Import XLS button. Only items in XLS format can be imported. Ideally, the file should not contain any empty columns or cells, and the column order should match that of the export report. To ensure correct column matching, you must enable the Include import string option when exporting the XLS file. During import, the numerical identification of individual rows is used to identify items. If this numerical identification exists in the XLS file, the relevant items will be updated. However, if the file does not contain the numerical designation, new items will be created from the import.
