Create a record set from specific Find Tool results

Note:
For general information on using the Find Tool, see Doing a Basic Search.

To select the Find Tool results to add to a record set:

  1. Open the Find Tool.
  2. Enter the search criteria.
  3. Click Search. The Find Tool results display.

Tips:
Press CTRL+SHIFT+A to load all records that meet your search criteria. To select records listed one after the other in the list, click with the left mouse button on the first record you want to select, hold down the SHIFT key, and click on the last record you want to select. To select specific records, click on each record while holding down the CTRL key. To select all the records in the record set, press CTRL+A.

  1. Select the records in the results set to add to the record set.
  2. Right-click and select Add to Record Set > New.

The Record Set workform appears containing the records you selected.

  1. Type a name for the record set in the Name box.
  2. If you want to change the record set’s owner, select it in the Owner box.

Important:
Only the owner can modify the record set. If the owner is an organization, all the organization’s staff members can modify the record set (if they have the appropriate permissions). If you have the permission, Use ‘own’ cataloging record sets: Allow, you can create record sets that no other users can access, including your system administrator. When you create a new record set, your user name will be in the Owner box by default if you have this permission. To allow other users to access the record set, first select a different owner before saving the record set.

  1. If you want to include a note, type it in the Note box.
  2. Select File > Save, press CTRL+S or click the Save button.