Creating or Expanding a Selection

Learn how to create and expand selection.

Call

update://mmba/Selection/Create?Name=SelectionName&File=FileName&Mode=Mode

Parameters

SelectionName : The name of the selection to be added or expanded for the current user.

FileName : The name of the file containing the list of record IDs to be included in the selection. This file must be stored in the current user's Aurea CRM directory. The list of record IDs needs to be formatted as follows: Info area abbreviation;Record ID; Record ID ;Info area abbreviation;Record ID;… If you enter the company or person abbreviations, the target is a normal selection; otherwise the selection contains properties.

Mode: There are two possible parameters:

  • new: A new selection is created. If a selection with the same name already exists for the current user, the existing selection is overwritten.
  • update: An existing selection is expanded to include the transferred records.

Example

update://mmba/Selection/Create?Name=MySelection&File=data.txt&Mode=new