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Using a Query to populate a refset (Intensional refsets)

Imported from Confluence (source, last edited 2023-01-12). Screenshots are the old UI — flag for GIF/clip re-capture.

Refsets can be populated from the result of terminology Queries, facilitating the update of a refset membership as new versions of the terminology are released.

Step-by-step guide​

To assign a query to a refset and update membership:

  1. Create and save a query in the Asset Library that collects all the concepts that will be part of the reference set: 
  2. In the Asset Library, create a new reference set, or select an existing one; the membership of this reference set will be updated based on the query results: 
  3. In the field "Linked with query" select the query of Step 1:  
  4. Click on the "Sync" button to execute the query and populate the reference set:
  5. The refset will be updated, with a membership that matches exactly the results of the query, and it's ready to be published into a concept: