Add or Remove Records from a Saved Set

Only administrators and a Saved Set's owner can add or remove records from the Saved Set or delete the Saved Set.

Add Records to a Saved Set

To add records to a Saved Set:

  1. Open the desired repository in a Repository View. Open the repository’s Saved Set Sidebar by clicking on the Saved Set button on the Repository View's Activity Bar.
  2. Select the records to be included in the Saved Set. This can be done by clicking the All Records checkbox at the top of the Repository View to select all the records, selecting records individually, or by using Filters or Searches. The records can be on one page or on multiple pages.
  3. Click on the Drag icon on any of the selected records. Drag and drop the records to the desired Saved Set. All the selected records will be added to the Saved Set.

Remove Records from a Saved Set

To remove records from a Saved Set:

  1. Open the desired repository in a Repository View. Open the repository’s Saved Set Sidebar by clicking on the Saved Set button on the Repository View's Activity Bar.
  2. Select the desired Saved Set. The Repository View will display only the records in the Saved Set.
  3. Select the records to be deleted from the Saved Set. TThis can be done by clicking the All Records checkbox at the top of the Repository View to select all the records, selecting records individually, or by using Filters or Searches. The records can be on one page or on multiple pages.
  4. Hover over the Remove Records icon (the right-most trashcan) in the Saved Set Sidebar’s Activity Bar and check the icon's label to ensure you have selected the correct icon.
  5. Once you are sure you have the right icon, click the Remove Records icon . The records will be removed from the Saved Set.