Selecting and Deselecting Data Groups 

Prerequisites

Recall that the data groups hierarchy is the classification scheme that is used to organize objects into data groups, just as the taxonomy hierarchy is used to organize and break the entire collection of records into categories.

Similarly, just as selecting a category value in the search tab in Record mode determines the set of records that are available for browsing and editing, selecting data groups in the Data Groups tab determines the set of objects in the Available Objects pane that are available for selection; specifically, only those objects that belong to the data groups currently listed in the Selected Data Groups pane appear in the Available Objects pane (figure below).

Whereas you can only select a single category at a time in the search tab in Record mode, the Data Groups tab allows you to select multiple data groups.

There are two sets of selection buttons in the object selector dialog: those in the top section of the dialog that select objects and move them between the Available and Selected Objects panes; and those in the bottom half of the dialog that select data groups and move them between the Available and Selected Data Groups panes within the Data Groups tab.

Like the drop-down control for multiple-item list selection, the Data Groups tab contains two sets of items: the hierarchy of Available Data Groups on the left, and the list of Selected Data Groups on the right.

In available/selected lists, every item added to the selected list is removed from the available list. By contrast, a selected data group is not removed from the Available Data Groups hierarchy; instead, it is both added to the Selected Data Groups list and highlighted in bold in the Available Data Groups hierarchy.

 

Procedure

There are several different ways to move a data group between the Available Data Groups hierarchy and the Selected Data Groups list to select (or deselect) the data group (and change the corresponding set of objects available for selection in the Available Objects pane):

●      Highlight the data group and click the Add (or Remove) button

●      Click All (or None) to select (or deselect) all of the data groups

●      Double-click on the data group.

You can only highlight leaf-node data groups in the Available Data Groups hierarchy and they cannot already be in the Selected Data Groups list.

When you add or remove a data group, the objects in the data group are immediately added to or removed from the Available Objects pane.