Add Items to Sets/Basket
- Last UpdatedNov 10, 2023
- 4 minute read
The Add to Basket/Sets menu under the 
menu, at the top-right of the following panels, enables 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 |
Browse Panel |
Documents, items or tags under Class break-down nodes. |
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Search Panel |
Search result documents, items or tags. |
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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. |
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Related Documents area in Summary View |
Documents associated with Browse, Search, Query Form search result. |
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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 2D Diagrams and Documents View document. |
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Contents tab in a 2D Diagrams and Documents View Document Content Card |
Elements contained in a 2D Diagrams and Documents View. |
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Related Items tab in a 2D Diagrams and Documents View Tag Content Card |
Related Items of a 2D Diagrams and Documents View Tag. |
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Related Documents tab in a 2D Diagrams and Documents View Tag Content Card |
Related Documents of a 2D Diagrams and Documents View 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 and tags
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Document View of documents and tags
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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 Basket option.
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 recently used Sets appear.
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Select the Set to which you want to add the items.
The selected items are added to the Set.
Note: You cannot add a Set to the Set Headers. If no Set is shown by the Set icon available under the Header, you must create a new Set.
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If you want to add the selected items to a new Set, select
.
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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Add a Name and Description for your Set, 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.