To edit a selection, you must own it or have administrator access, or you must have editing access via the Functions preferenceYou cannot edit the Selection of field.You can turn a dynamic selection or a combined selection into a static selection, but you cannot turn a static selection into a dynamic selection or a combined selection.
Edit an existing selection
- Open the Selection you want to update. See Use the Find screen.
- Select the Details tab.
- Click . The Selection tab changes to edit mode.
- In the Selection is list, you can change a dynamic or combined selection into a static selection.
- When you have made the required changes, click Save to close and save the changes. Click Cancel to reject your changes.
Why can’t I convert the selection into a dynamic one?
After adding members to a selection, the following applies:- You cannot change a static selection into a dynamic one, because the static selection does not contain any search criteria.
- You can, however, turn a dynamic selection into a static one. The search result is then saved into a fixed, static selection that is not updated even if you subsequently add more companies that match the search criteria you specified for the dynamic selection.
- You can turn a combined selection into a static one. The search result is then saved as a fixed, static selection.
Delete selection
- Open the selection you want to delete.
- Click and select Delete this selection.
- When you are asked if you really want to delete the selection, click Yes.