Create a New Selection List from the Polaris Shortcut Bar

To create a new selection list from the Polaris Shortcut Bar:

1. On the Polaris Shortcut Bar select File > New.

The New dialog box appears.

2. In the Objects box select Selection List.

The Selection List workform opens.

3. Type a name for the selection list in the Name box.
4. (Optional) To enter a description for the selection list, type it in the Description box.

Tip:
You can search for the selection list by description. When you are searching for words in the description, use a wildcard character * both before and after the search term.

5. Select File > Save to save the new selection list.

The selection list is saved with the name you typed in the Name box. You can use this name to search for the selection list.

6. Add titles to the selection list using one of the following methods:
   • Bulk add titles to an existing selection list
   • Add titles to a selection list one at a time
   • Copy selection list lines to another selection list