Normally, the total set of elements of a certain type can be reduced by using the filter feature of Relatics. Occasionally, we need to look at a particular subset of elements that can’t be identified using a filter. Some examples are:

• A received list of several requirements in a spreadsheet that needs to be updated.
• Five specific actions that are mentioned in an email that need to be completed today.
• Some specific risks you want to publish to Excel for review by a third party.

The Subset of Elements feature helps you identify those elements and present them in all your tables, similar to using normal filters.

Create a subset of elements

1. In the overview or on the relatable elements pane, click on  Subset of elements. This opens a new dialog.
2. In the dialog Subset of elements, type or paste a query to select one or multiple elements.
3. Once the desired subset has been created, click Apply to confirm and close the dialog.
4. The view will be limited to the selected elements, which are presented in the same order as given in the dialog.

Notes:

• You can work with a subset as long as the  Subset of elements button is active. Disabling the button will show you every element in the view’s default order.
• To use the feature, a table must contain no filters, and it is not possible to add filters to a view with an active  Subset of elements.
• To use the feature in a table of a type element with the archiving feature enabled, make sure the view is set to Live or archived, by using the  Switch archived state button.

Matching process of creating a subset using paste

A subset can be created with a dataset copied from within Relatics, a text (e.g., a mail body), or a table like Excel. When the dataset originates outside of Relatics, a matching process will take place to find the element belonging to the copied value. This matching will take place using the following rules:

• The elements will be matched based on their Relatics ID or the exact match of a property value of the properties published in the all elements view.
• Property values of the data types text and list will be excluded from the matching.
• All the values in the dataset need to have a match on the same type property, but multiple datasets can be used to form a subset.
• It is not possible to create a unique match by combining multiple property values.