Selection

The Selection component lets users select multiple entities on the page and perform actions on that selection. This includes the option to export data about the selected entities, and include additional data from related definitions in that report.

Before you begin

• Add a Search component.

Steps

1. On the menu bar, click Manage .

2. On the Manage page, click Pages.

3. On the Pages page, select the page you want to modify.

4. On the Layout tab, add the Selection component.

5. Click the new component to open its details page.

6. On the General settings tab, configure the following settings.

   Field	Description
   Linked search component	The search component that will be used to determine what is available for selection.
   Show select all	Adds an option list that lets users quickly select or deselect all available entities.
   Copy to clipboard	Adds an option that lets users copy the selected items to their clipboard.
   Enable export to Excel	Adds an option list that lets users export the selected items to Excel.
   Operations display format	Determines whether the operations specified on the Operations tab are displayed using icons, labels, or both.
   Ignore permissions	Causes the component to be displayed regardless of whether the user or the associated user group has the required permissions.
   Alignment	The horizontal alignment in the Actions menu of the operations that can be performed on the selection.
   Selection pool	How selected items are cached. If the selection is cached in a shared selection pool and users navigate between pages using a search component with the same selection pool, their selection is persisted across the pages. A selection pool can be unique to a single search component or shared between multiple search components.

7. To add operations that can be performed on the selection:

   • On the Operations tab, click Add definition and select a definition. You can repeat this step to add more than one definition.

   • For each definition, click Add operation, select an operation, and configure associated settings. You can repeat this step to add more operations.

8. Click Save and close.

9. If the Enable export to Excel switch is turned on, on the Export Excel settings tab, click Add definition, select a definition, and, optionally, add an export profile. You can repeat this step to add multiple definitions.

10. Click Save and close.