Manage Subsets

The Manage Subset tool is used to create new subsets of records, edit existing subsets, and delete subsets. The Subset function enables users to group selected assets and save them for later use.

 

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.

My Subsets Only

Displays only the subsets created by the current user.

Create

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.
  • Select a group of records.
  • Select manage subsets icon to open the Manage Subset tool.

  • Select the Create button. The following pop-up appears:

    Note that Subsets created from the Webmap are created using the Selected Records.

  • Decide how long the subset will remain in Lucity:

    • Enter an Expiration Date 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.
  • Select Save.
  • Select manage subsets icon to open the Subset tool.

  • Select a Subset from the list and select Edit Record. The following pop-up appears:

  • 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.
  • Select Save.

  • Select a group of records you would like to use to replace an existing subset.

    Note:  When replacing a Subset, users can only change the records in the subset.

  • Select manage subsets icon on the toolbar.
  • Select the Subset you want to replace.

  • Select the Replace button. The following pop-up appears:

    When using the Manage Subset tool, you must use the Selected Record(s) option.

  • Indicate whether the subset record should have an expiration date.
  • Select Save.
  • Select manage subsets icon on the toolbar.

  • Select a Subset in the list and select Modify. The following pop-up appears:

  • Select an Item in the subset.
  • Use the Move Up or Move Down buttons to move the item up and down within the list.
  • Select Save.
  • Select a group of records you would like to add to the subset.
  • Select manage subsets icon on the toolbar.

  • Select a subset in the list and select Modify List. The following pop-up appears:

  • Highlight an item in 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.
  • Select Save.
  • Select manage subsets icon on the toolbar.

  • Select a Subset in the list and select the Modify List button. Another pop-up appears:

  • Select an item in the list.
  • Select Delete to remove the selected item.
  • Select Save.