Modifying Groups

You can use Query Builder to modify your groups.

To modify a group

  1. Open a list or detail view.
  2. Right-click a group tab.
  3. Click Edit.
    The Query Builder opens.
  4. Use the Query Builder tabs to modify the group.

    • Properties tab - Use to define the name and description of the group.
    • Conditions tab - Use to define the conditional statement(s) used to select records. This tab is not available for ad hoc groups.
    • Layout tab - Use to define which data appears in the list view.
    • Sorting tab - Use to define how the records are sorted.
  5. When you finish making changes, click OK.

Related Topics

Groups Overview

Query Builder Overview

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.