Remove Records from a Record Set

When records are removed from a record set, they are not deleted from the database.

 To take a record out of a record set:

1. Display a Record Set workform with one of the following methods:

Tip:  
Click this button on the Shortcut Bar to search for a record set.

• Use the Polaris Find Tool to search for and open an existing record set.
• Right-click a record in the Find Tool’s results list, and select Links > Record sets from the context menu (the record must be a member of a record set).
• Select Links > Existing > Record Sets from the workform (the record must be a member of a record set).

2. Select the record(s) you want to remove in the Record list.

Note:
Use CTRL-click or SHIFT-click to select multiple records. To select all the records in the record set, select Edit > Select All, or press CTRL+A.

3. Select Tools > Remove, or press CTRL+R, or click . The records no longer appear in the Records list, but remain in the database as individual records.
4. Select File > Save to save the record set.

The following message appears in the status bar: The record set was saved successfully, and the Number of records box shows the number of records in the record set.