Moving items subsets

Subsets are used in GRANTA MI to group records in a table with common properties together, making it easier to find the records you are interested in. Subsets can optionally be associated with a specific layout, and used to:

• Restrict access to part of a table,
• Simplify data, by showing only relevant records or attributes to users,
• Provide a different perspective on the data.

Subsets are defined in MI:Admin; MI:Viewer users with Edit privilege can move records, generic records, folder, and tables into and out of subsets as described below.

To add records, folders, or tables to a subset/remove them from a subset

1. Locate the item in the Contents tree and click Edit on the item menu button .
2. Under Manage, click  the Add/Remove ... to/from a subset option.

   The current subset membership for the selected item is shown at the top of the page; the lower list shows the available subsets.

3. To add a record to a subset, simply click Add Record.
4. To add a folder, generic record, or table, you can choose to:
   • Add the item to the subset but not add any of the folders and records it contains. To do this, click Add Generic record, Add folder, or Add table.
   • Add the item and all of the records and folders it contains to the subset. To do this, click Branch.
5. To remove an item from a subset, in the current subset membership section at the top of the page, click Remove.