Create a Record Set from a Record Set

This guide requires Specify 7.7 or later!

This tutorial will show you how to make a Record Set from a subset of items in a Record Set.

Step 1: Find the record set you want to make a subset from.

In this case, I am going to export the Record Set named Sorted Record set.

Step 2: Open the Record Sets menu from the navigation bar.

Step 3: Click on the :pencil2: icon to the right of the Record Set name.

Step 4: Click on Query.

Step 5: Select the query that contains all of the fields you wish to export or create a new one by clicking New.

In this case, this collection has a Default Collection Object query to use. I am selecting this option

Step 6: Run your query by clicking Query.

Step 7: Select the items you wish to include in your new record set.

Step 8: Click on Create Record Set. Give it a name and you are good to go!

Now you have a new record set created from the larger record set.