Working With Saved Sets
Sometimes, you will need to use the Select button on the Items List View to select a group of items you cannot simply filter by using the filter bar or the Advanced Filters. If you think you might need to select this group of items again, then you will want to save the selection. The steps below explain how to work with saved sets.
Saving a "Selection Set"
When you select one or items by using the Select button on the Items List View, you'll see the Save Selected button shown below:
Click on the Save Selected button, and in the dialog window that appears, enter a descriptive name for the set. You can also determine the Type of set you are saving, which can be Personal or Company.
A Personal set is one that only you can access. A Company set is one that other members of your organization is able to access.
Enter a Name, select your Type, and click Continue to save your set.
The project now has a saved selection set.
Any project with one or more saved sets will display the Load Saved Set button shown below.
Loading Saved Sets
Click on the Load Saved Set button, and select the saved set you wish to load.
The items in the saved set will now be selected and appear in a green highlight.
Updating Saved Sets
You can add and remove items from a saved set by following these steps:
To add items to the Saved Set click on the Select button for the item that you wish to add to your set
To remove items from the Saved Set click the Select button to unselect the item you wish to remove.
In the example above, let's say we want to remove the Hallway Light from the selection.
Click on the Load Saved Set button
Then click on the Refresh icon (the 2 circular arrows) to refresh the saved set with just the items that are currently selected
Confirm you want to update the saved set by clicking Update
The set will now contain only 2 items. Click on the Load Saved Set button again to confirm this.
You can delete a saved set by clicking Load Saved Set, and then clicking the delete icon on the far right (a gray circle with a horizontal white line).