Create a custom subset

To create a custom subset:

1. In the Select from list, click Custom: Define your own subset.
2. Choose a Selection table.
3. Choose an Initial subset.
   • To include only records in the current favorites list, click <Favorites>.
4.  To add or remove records or folders from this initial subset, select or deselect items in the panel:
   • means that the record and all records below it on the tree are included
   • means that only some of the records below it on the tree are included
   • means that the record and all records below it on the tree are excluded
5. Choose the Selection attributes. These are the properties available to select from in the selection project.

Choosing a new initial subset or selection table will clear your custom settings.

If a layout with the same name as the initial subset is found, this is set as the selection layout.

The custom subset will also apply to the browse tree, until a new browse subset is chosen.

Remove records from the current subset

To remove a record from the current subset, do one of the following:

• In the Chart Stage window, select one or more record labels, then right-click and click Remove from Subset.  
• In the selection Results list, right-click the records and click Remove from Subset.

  (If the Remove from Subset menu item is not available, enable it by clicking Tools > Settings, and on the Chart tab, select 'Enable Remove from Subset'.)

  The Selection Data subset becomes a Custom subset (if it is not already one).

When a record is removed from the subset, it is no longer displayed on selection charts or in the results list.

You can also remove records from the current subset from the Custom Subset dialog: in the Selection Project window, click Custom: Define your own subset in the Select from list and select/deselect items in the panel as described above.