Subsets

The Subset tool allows users to save a group of records for later use. These records then can be reloaded within in the module, or, in some cases, within other modules.

To use the tool, click on the Subset button

on the toolbar. A list of Subsets appears:

Select a Subset from the list of subsets.
Click the Load button or the Filter button.
The system loads that subset of records.

Select a group of records, or create a filterset of records you would like to add to the subset.
Click the Add button. The following pop-up appears:
Select whether to create the new subset from the Selected Records or from the Filtered Set of records in the grid.
Decide how long the subset will remain in the Subset manager:
- Enter an Expiration Date in the if you would like the system to delete the subset on the designated day.
- Un-check the Has Expiration Date box to retain the subset indefinitely.
Enter a Name for the subset.
Click Save.

Select a Subset and click Edit Record. The following pop-up will appear:
Modify how long the subset will remain in the Subset manager:
- Enter an Expiration Date in the if you would like the system to delete the subset on the designated day.
- Un-check the Has Expiration Date box to retain the subset indefinitely.
Change the subset name in the Name field.
Click Save.

Select a group of records, or create a filterset of records you would like to add to the subset.
Note: When replacing a Subset, users can only change the records in the subset.
Click the Subset button on the toolbar.
Select the subset you want to replace.
Click the Replace button. The following pop-up will appear:
Specify whether the new subset should be created from the current Filtered Set of records or from Selected Records in the grid.
Indicate if the subset record should have an expiration date.
Click Save.

Select a subset in the list and click Modify. The following pop-up will appear:
Select an Item in the subset.
Use the Move Up or Move Down buttons to move the item up and down within the list.
Click Save.

Select a group of records, or create a filterset of records you would like to add to the subset.
Select a subset in the list and click Modify. The following pop-up will appear:
Highlight an Item in the subset.
In the bottom-left corner, select whether to insert only the Selected Records the entire Filtered Set into the subset.
Use the Insert Above button to add the records above the item currently highlighted in the pop-up.
Use the Insert Below button to add the records below the item currently highlighted in the pop-up.
Click Save.

Select a subset in the list and click the Sort Subset button. Another pop-up appears:
Select an Item in the list.
Click Delete to remove the selected item.
Click Save.

Inventory/Address Subsets	Allows the user to display only Inventory Subsets (sets of Asset records) or Address Subsets (sets of Address records). Note: Address Subsets work only with modules that support addresses.
Change Selected Category	Enables users to view only those subsets for the Asset Inventory whose Work category is selected. Note: This option appears only in Work modules. Subsets from any Asset Inventory can be loaded into a Work Order.
My Subsets Only	Displays only the subsets created by the current user.
Load	Loads an existing subset (clears out any filters currently being used and displays all records in the subset).
Filter	Loads the subset into the current filter. Any records that are part of the subset but are not also part of the filter are excluded.
Add	Creates a new subset.
Edit Record	Allows users to edit the subset's Name and Expiration Date.
Replace	Replaces the selected subset with a new one.
Modify List	Allows users to sort and change the contents of the subset.
Delete	Deletes the selected subset.