Adding an Ad Hoc group
You can create an ad hoc group to store a list of selected records from any of the list views.
To add an ad hoc group:
- Access a list view.
- Access a group or perform a Lookup to find the records you require to add to the group.
- Select one or more records by pressing the CTRL or Shift key as you click each item.
-
Select Save Records as Group from the
Task Pane.
Note: You can also right-click the list view grid and select Save Records as Group. If you do not select any records, you are asked if all records in the group must be used. If you click Yes, all group records are be selected.
- Specify a descriptive name in the Group Name field n the Add Records to new Group window.
- Click OK.
-
Wait for
the job to complete and click the link in the Jobs Progress
window that is displayed
when
a large number of records
are
selected.
Note:
- You can also click Close to close the window. The job continues to process in the background. When the job is completed, a job notification alert displays in the Menu Bar. You can view the completed job results from Job Notifications.
- This group is automatically marked as a Favorite. Favorites display as tabs in alphabetical order up to the limit allowed by the administrator. Use the groups list to manage your Favorites.