Managing sets

About this task

You can manage the sets in the database by using the options on the right-click menu, and you can also work with the records in an open set by selecting actions from the right-click menu.

Procedure

1. Select Sets > All Sets > Category to list the sets in the category.

2. Select a set in the list, right-click and select:

   Option	Description
   Open	Lists the records in the set.
   Rename	Enter a new name for the set.
   Save As	Save a copy of the set under a new name.
   Delete	Delete the set.
   Categorize	Move the set to other categories or set access control on them.
   Properties	Show the properties of the set, such as its creation date, user, and access type.
   Records	Lists the records in the set. There is a separate page for each entity and link type in the set. Click Refresh if you add or remove records in the set.

   Note: You can delete or categorize multiple sets in the same action, by selecting multiple sets before right-clicking.

3. With an open set, you can:

   Option	Description
   Add	Add records to the set.
   Remove	Remove records from the set
   Save	Save your changes
   Save As	Create a copy of the set with a different name

   Tip: With two sets open, you can also drag records between sets.