Selecting records

You can find and select records as part of larger operations. You might be adding records to a chart, or adding a record to the end of a link, for example.

About this task

You start with a fragment of information, and you find the records in which it occurs. You might find all the records that include Ken in the Given Name field; the records for Kenton SMITH and Kenneth BROWN, for example, then select the appropriate one.

Procedure

To select one or more records:

  1. Specify the entity type or link type of the records you want to select. You might find the options are restricted. For example, when you select a record for a link end, the options are restricted to the allowed entity types at the ends of the link type.

  2. Specify the field values. You do not need to specify the whole value for a field, and you can use wildcards.

  3. Click Find.

  4. Review the records found. For example, in the record list, select each record to check its field values.

  5. In the record list, select one or more records and click OK to confirm the selection.