Generating a Selection

Learn how to generate selection.

You need to generate a selection in the following cases:

• Upon defining the selection: Selections are initially empty. Companies/persons are only added to the selection based when the selection is generated. Those records that meet the conditions at the time of generation are included.
• When updating a selection: Selections are not updated automatically. If you have added or edited records since the last time the selection was generated, and wish the selection to reflect the current state, you need to generate the selection again to update it.

To generate a selection:

1. Click the Selection icon in the icon bar or select Info > Selection.
2. If the selection is not displayed under Current Selection, click on (Load) to load the selection.
3. Click (Execute).
   Note: If the selection contains variable conditions, the Enter Variable Condition dialog box is displayed, allowing the conditions to be edited before the selection is started, see Variable Conditions With User Input.

   The number of selected records is displayed in the Records field.

4. Save the selection.
5. You are asked if you want to edit the selection.
   • If you answer Yes, the Company+Person or the Person level is opened with the selected companies/persons.
   • If you click on No, you remain in the Selection level.