Adding an Ad Hoc Group

You can create an ad hoc group to store a list of selected records from any of the List views.

To add an ad hoc group

1. Open a list view.
2. Open a group or perform a Lookup to find the records you want to add to the group.
3. Select one or more records by pressing the CTRL or Shift key as you click each item and then do one of the following:
   • From the Task Pane, select Save Records as Group.
   • Right-click in the List view grid and select Save Records as Group.

If you do not select any records, you will be asked if all records in the group should be used. If you click OK, all group records will be selected.

4. In the Add Records to new Group dialog box, type a descriptive name in the Group Name box.

5. Click OK.

Related Topics

Using Query Builder