Add Items to Sets/Basket
- Last UpdatedMay 10, 2023
- 4 minute read
The Add to menu under the 
menu at the top-right of the following panels, allows you to add the documents,
items or tags selected from the respective panels to Basket/Sets.
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When you |
From |
Displaying a list of |
|---|---|---|
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Select Documents, Items or Tags |
Search Panel |
Search result documents, items or tags. |
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Browse Panel |
Documents, items or tags under Class break-down nodes. |
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|
Sets Panel |
Documents, items or tags under the Content tab of a set. |
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Related Items area in Summary View |
Related items of a Browse, Search, Query Form search result and Reports. |
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Related Documents area in Summary View |
Documents associated with Browse, Search, Query Form search result and Reports. |
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Related Query Form area in Summary View |
Related Query Form of a Browse, Search, Query Form search result. |
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Related Items area in an Document Content Card |
Items related to a 3D Model/2D Drawing document. |
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Contents tab in a 3D Model/2D Drawing Document Content Card |
Elements contained in a 3D Model/2D Drawing. |
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Related Items tab in a 3D Model/2D Drawing Tag Content Card |
Related Items of a 3D Model/2D Drawing Tag. |
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Related Documents tab in a 3D Model/2D Drawing Tag Content Card |
Related Documents of a 3D Model/2D Drawing Tag. |
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Basket Panel |
Documents, items or tags in the Basket. |
You can also access the 
menu from the top-right corner of the following areas in Dashboard:
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Summary View of documents, tags, reports
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Document View of documents, tags, reports
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Query Form in Form View and Table View
Adding to Basket
To add to Basket:
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Select the item(s), and then select the
menu at the top-right of the panel.
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Select the Add to option.
The Add to window opens.
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Select Basket.
The selected items are added to the Basket and a confirmation message appears.
Removing Items/Clearing Basket
Using these features at the bottom-right corner of the Basket Panel, you can remove any or all items of your Basket.
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Select this |
To |
|---|---|
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Remove the Basket content one by one. |
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Execute an all-at-once removal of your Basket content. |
Remove
The following image depicts the procedure for removing items/clearing Basket:
Adding to Sets
To add to Sets:
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Select the item(s), and then select the
menu at the top-right of the panel.
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Select the Add to Set option.
The Add to Set window opens, displaying the most recently used Sets.
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Select the Set to which you want to add the items.
The selected items are added to the Set.
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If you want to add the selected items to a new Set, select Create.
The Add to Set window opens.
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In the Type drop-down box, select the arrow, and select a type.
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Select Auto-generate ID, or enter a unique identifier in the ID box.
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Type the name of the Set in the Name box, and then select OK.
A confirmation message displaying "A Set has been created, and items added to the Set" appears.
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If you do not want to continue with creating a new Set, select Cancel.
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If you want to filter the Existing Sets, type the filter term in the Type to filter… field in the Add to Set window.
The Sets Label containing the filter term are displayed, as shown in the screenshot below:
