To save a list of records
You firstly need to have tagged the records for your list so they appear in the Tag File.
Under Save List (on the explorer bar on the left), click Save to save the whole list.
The Select Saved Tag File screen opens, displaying any previously saved lists.
Click New and the New Saved Tag List screen opens.
Enter a name for the list.
Decide if you want to share the list with colleagues. You can share it with a user group or one user.
Click Save and Close. The new list appears on screen.
Click OK to close the Select Saved Tag File screen.
You can now remove the records from the Tag File as you have saved your list.
To save a selection of records within a Tag File as a list
You firstly need to have tagged the records so they appear in the Tag File.
Select the records in the Tag File you want to save.
Under Save List (on the explorer bar on the left), click Save Selected to save the selected records only.
The Select Saved Tag File screen opens, displaying any previously saved lists.
Click New and the New Saved Tag List screen opens.
Enter a name for the list.
Decide if you want to share the list with colleagues. You can share it with a user group or one user.
Click Save and Close. The new list appears on screen.
Click OK to close the Select Saved Tag File screen.
You can now remove the selected records from the Tag File as they have been saved.
🤓 Tip: To select contiguous records, click on the first one, hold the Shift key down and select the last one; to select non-contiguous records, select the first one, hold the Control key down and select records one at a time.
To view a saved list
From the Tag File, under Save List, click View Saved Lists.
On the ribbon at the top of the screen, go to Home ; Saved Tag File.
On the RDB Shortcuts toolbar, under View, click Saved Tag File.
🤓 Tip: The saved lists are displayed in the centre of the screen, with the contents on the right.
To update an existing saved list with new records
Tag the records you want to add to a saved list.
Under Save List (on the explorer bar on the left), click Save to save the whole list.
The Select Saved Tag File screen opens, displaying the previously saved lists.
Select the list to add the records into and click OK.
You can now remove the records from the Tag File as you have added them to a saved list.