Use Sets

The Sets functionality enables you to categorize and group a selection of items, and store it with unique identifiers for future use. Using the Add to option under the menu, you can include items to Sets from the following areas in Dashboard:

• Search Panel

• Browse Panel

• Sets Panel

• Related Items area in the Summary View

• Related Documents area in the Summary View

• Related Query Form area in the Summary View

• Related Items area in a Document Content Card

• Items displayed under the Contents tab in a 2D Diagrams and Documents View Document Content Card

• Items displayed under the Related Items tab in a 2D Diagrams and Documents View Tag Content Card

• Documents displayed under the Related Documents tab in a 2D Diagrams and Documents View Tag Content Card

• Basket Panel

  Note: The areas in the Summary View, Document Content Card, and Tag Content Card are configurable to include Relationships, Metadata or Characteristics. Hence, the naming of the areas can differ based on the configuration.

You can execute the following actions with Sets:

• Create a new Set

• Add items from one Set to the other

• Edit Sets

• Delete Sets

• Exports items in Sets

• Print items in Sets

View Sets

To view Sets:

1. On the Global Navigation Panel, select .

   The Sets Panel opens docked in the Dashboard.

2. In the drop-down box, select the arrow to select a type of Set.

   If any Sets have been created of that type, they are displayed as a list.

3. Select a Set to see its content.

   

4. Select the Details tab, to view the description of the Set.

5. Select the Contents tab, to view the items of the Set. For each item in the set, its ID, Name and Type are displayed.

6. Select to dock the Sets Panel.

Create Sets

You must have appropriate rights (SetCreation) granted by your System Administrator for creating Sets.

To create Sets:

7. In the Sets Panel, select the arrow to select a Type of Set from the drop-down box.

8. Go to the bottom-left corner, and then select .

   The New Set dialog appears in the expanded right panel.

   

9. Select the Details tab, and select Auto-generate ID, or enter a unique identifier in the ID box.

10. Type the Set name in the Name box.

11. In the Type drop-down box, select a type.

12. In the Description box, type a note that describes the new Set, and then select Save.

13. To add items to the new Set, select , and then select Add to Set.

    

    The Add to Set panel opens.

14. In the drop-down box, select the arrow, and choose the type of Set to include the selected Items.

    

    All the Sets under the selected type appears.

15. Select the newly created Set.

    The items are added to the Set, and a message displaying the number of items successfully added to the Set appears.

Edit Sets

To edit Sets:

16. In the Sets Panel, select the arrow to select a type of Set from the drop-down box.

    The Sets of the selected type appear in a list.

17. Select the Set you want to edit, and in the bottom-left corner, select .

18. Edit the details, and if you want to remove items from the Set, select the Contents tab.

19. Select for each item you want to remove.

    

20. To remove all the items in the Set, select .

21. Select Save.

    Your edits to the details and contents of the Set are saved.

22. If you do not want to save the changes, select Cancel.

Delete Sets

To delete Sets:

23. In the Sets Panel, select the arrow to select a type of Set from the drop-down box.

    The Sets of the selected type appear in a list.

24. Select the Set you want to delete, and in the bottom-left corner, select .

    A message "You are about to delete the Set: {Set Name}. Do you wish to continue?" appears.

25. Select Yes to delete or No to cancel the action.