Selection List Workform

Use the Selection List workform to:

• Create a new selection list of titles for consideration - Select File > New.
• Check for duplicate titles in selection lists - Select Tools > Check Duplicates, or click .
• Merge selection lists - Select Tools > Merge, or click .
• Copy all the selection lists to a purchase order - Select Tools > Copy to Purchase Order, or click .
• Copy specific selection list line items to a purchase order - Select the line items that you want to copy, right-click and select Copy to Purchase Order, or click . The Find Tool appears. Search for and select the purchase order to which you want to copy the selection list line items.
• Copy all the selection list lines to another selection list - Select Tools > Copy to Selection List or click  at the top of the Selection List workform. The Find Tool appears. Search for and select the existing selection list to which you want to copy all the line items.
• Copy specific selection list lines to another selection list - Select the line items in the list, right-click and select Copy to Selection List, or click  on the list tools bar above the line items list. The Find Tool appears. Search for and select the existing selection list to which you want to copy the highlighted selection list line items.
• Approve the selection list - Select Tools > Approve or click . .
• Delete the selection list record - Select File > Delete, or click .
• Print the selection list record - Select File > Print, or click .
• Lock the list view so you retain your place - As you work on line items in the list, you can retain your place. Click  to lock the list view. Click to refresh the list view.