What a Set can do
You tell a Set Manager which table to draw data from and how to determine which records to include in the Set.
Creating a new Set
- Click on the Setup button and choose Set Manager from the pop-up menu
- Click on Create a New Record in the Search Dialogue Window
A new Set Manager record looks like this:
As an example, we will create a set containing all contacts in the UK. In our Demo Database, we have a table called Photographers which this data will be drawn from.
- Enter a name for the set, for example "Everybody in the UK"
- Choose a table to base the set on. In our example we'll choose the Photographers table
- Select the criteria for building the set:
- Leave the default (All records in the table) selected to include all the data from the selected table
- Choose Query the Table from the pop-up "Create the set using:" menu to select the criteria for building the set. The display will then change, and the Query Criteria area is displayed:
- Click on Add Criterion
- A Query Line window opens:
- Choose the field that you want to base the query on. The display may change. For example, we'll choose the field Country, which is a Choice List field. When you select a Choice List field, you'll see the list of choices for that field:
- Make a selection from the pop-up choice list menu (we will choose UK)
- Click the Save button
- The Query Criteria area now looks like this:
- Click the Update the Set Now button to check that you have created the set correctly.
- CatBase updates the set and asks if you would like to view the records in the set right away. Click on Yes to open the set of records in a new window.
You can add any number of Query Criteria.
