Viewing Result Sets

In this Topic

    1. Actions
    2. Views

The Result Set tab on the Proposal Selection Set Summary component lists proposals that match your executed query criteria.

Click the Execute button to run the query with any saved criteria from the Data Selection and Advanced Filters tabs. Once complete, your results will display on the Result Set tab.

Locate a specific result set in the list by typing criteria in the Quick Find search box or by clicking Show first 10.

The system displays a list of all the records that meet your search criteria. Each row includes an Actions button and the current values for the following fields:

Click the Proposal or Contract links to view more information about that record.


The row Actions menu has the following functions: 

Actions

Select Delete to delete a record. Select the Undo button to reverse the delete action. Click the Save button.

Select Exclude from Search Results to exclude a record from your search.

Views

Select Attachments to manage attachments. The Attachments link includes the number of files attached to this record. See Working with Attachments.

Select Links to manage links. See Working with Links.

Select Issues to manage tracked issues. See Maintaining Tracked Issue Information.

Select Tracked Issues to manage tracked issues. See Maintaining Tracked Issue Information.

Click the Save button when you are finished.

Related topics:

 

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