Creating a Set from the Record List Portlet

You can create a set directly from the record list portlet by leveraging the QuickQuery and Search options that you have available in the portlet to locate the records you want to include in a new set.

To create a set from the Record list portlet

  1. Navigate to the Record list portlet.

  2. Either use the portlet Search functionality or invoke a QuickQuery to locate the records you want to include in your new set.

  3. Do one of the following:

    • To create a set from all of the records listed in the list portlet:

      1. Click Create a Set > Select All and Create a Set.

    • To create a set from manually selected records in the list portlet:

      1. Select the records that you want to include in the new set.

      2. Click Create a Set > Create a Set.

        Civic Platform displays the New Set form.



  4. Complete the fields with available data.

    Set ID Civic Platform automatically generates a default code for the Set ID. If you want to change the set ID, enter an alphanumeric code. For example, enter “EDP.” After you save a new set, you cannot change the Set ID.
    Set Name Enter a name to identify this set. Civic Platform permits duplicate set names.
    Comments Enter commentary as needed. For example, you can summarize the purpose for creating the set.
    Set Type Select a set type from the drop-down list. The set type defines who has permissions to work with a set, what scripts are available for the set, and which values for Set Status are available.
    Set Status Select a status describing the set from the drop-down list. The available status options vary, depending on set type.
    Set Status Comments Enter commentary about the set status as needed.
  5. Click Submit.

    Civic Platform saves the new set.