> For the complete documentation index, see [llms.txt](https://docs.octoo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.octoo.com/customers/lists.md).

# Lists

A **list** is a collection of providers you select that can then be *applied* to your requests (**preferred**, **restricted**, **last resort**, or **do not consider**).

Lists can be applied automatically to new requests or manually on an as-needed basis.

### Creating a list

When you **create a new list** you give it a name and add providers to it. For example, list such as: "my favorite people", "providers over six feet tall", "good for medical requests", or "uses too much perfume".

{% hint style="info" %}
A list can either belong to either a requester (person) or a customer. A requester's personal lists can only be modified by that person (it belongs to them); however, a customer's list can be modified by any personnel with the correct permissions *and* by an partner who is granted permission to manage the customer.
{% endhint %}

#### Personal lists

As a requester you can manage your own personal lists and set **request defaults** for all your requests. These belong to you and can only be applied to the requests you have created.

To modify your own personal lists as a requester, visit: <https://app.octoo.com/profile/applied-lists>.

#### Customer lists

A customer can also have lists that are available for use by all the team members. If a list is applied as a **request default** then all new requests for that customer will be assigned those lists (regardless of which person made the request).

Not all team members can manage a customer's lists; they must have the correct permissions.

To manage your customer lists, visit: <https://app.octoo.com/settings/applied-lists>.

### Applying a list

Once the list exists, you can either *manually* apply it to a request in the draft stage or have it *automatically* applied as a **request default**.

#### How lists impact broadcast and provider selection

A list can be applied to a request in four different ways all which effect the [broadcast](/general/broadcasts.md) ordering.

1. **Preferred** — when applied as *preferred* these providers will be elevated to the top in our broadcast ordering. We will still contact other providers but these will get first dibs.
2. **Restricted** — when applied as *restricted* then **only** these providers will be broadcast. This will significantly reduce the ability for your partner to fill the request (depending on the list size). Other providers not on a *restricted* list will not be contacted.
3. **Last resort** — when applied as a *last resort* this will work in the opposite way as *preferred:* these providers will be moved to the bottom of our broadcast order and contacted last.
4. **Do not consider** — when applied as *do not consider* we will not contact or allow any of the providers on this list to be broadcast or see your requests effectively blocking them.

#### Adding to a request

When you are creating a new request you can manage which lists have been applied. Remember that your **default lists** (both customer-level and personal-level) are applied automatically; but you can always make changes before submitting the request.

Click on the **details** tab on the request page and scroll down to add or remove lists.

<figure><img src="/files/mwhGP1Sy8et8DQceplZ9" alt=""><figcaption><p>An example of a preferred list already added</p></figcaption></figure>

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