Selections screen

Set type

The set type indicates which set of data will be searched. The following selections are available:

• Customers
• Items
• Titles
• Orders
• Order lines
• Periodicals
• Holds
• Financial items
• Logfile
• Messages
• Transactions
• Performances
• Activities 

Earmark

An Earmark selection allows the user to indicate the intended use of the selection. Earmarks are configured in the Wise configuration manager in (TABSDS) Selection earmarks.

The system has several default earmarks, such as MKT - Marketing, NBO - Newsletter recipients and, NBP - Newsletter profiles.

Earmarks can be used with saved queries or results. The earmark works as a filter. When selected, Wise will only display the sets with selection criteria and the result sets in which the entered earmark is included. An earmark can be added when selected for a new selection, to saved selections, or sets at a later time.

 Note: It is possible for newsletter items to only display the selections within the NBP earmark, and for the sending list to display only the selections with the NBO earmark. This is clearer, since the number of selections increases.

Pane 1: Saved selections

The top-right pane of the screen displays saved selections. When the Selections screen is opened, saved selections for the chosen Set type appear.

Pane 2: Details of the selection 

The input window of a new selection job or of a saved selection from Pane 1 is displayed here. New selections can be performed or saved from this pane.

Pane 3: Saved sets

This pane displays three tabs:

1. Saved sets: sets saved by the user during another session
2. Temporary sets: sets that are temporarily kept by the system. Temporary sets are removed when the Selections window is closed.
3. Background: displays any selections being run in the background

Pane 4: Details of the set 

This pane displays the requested data from a specific query or from a selected saved selection.