Office Profile Groups Tab

Use the Office Profile detail view Groups tab to set system Group options.

Note: The system administrator and users with the appropriate role can access these features.

To set system group options:

  1. On the Navigation Bar, click Administration and then click Office Profiles to open the Office Profiles List view. If necessary, use the Lookup to locate an office profile, and then click the company's name to open the Office Profile Detail view.
  2. Click the Groups tab.
  3. In the Specify the maximum number of Favorite Groups users can display field, specify a value between 0 and 999 to set the limit of groups per entity that can display as a Favorite on a list or detail view. The default value is 30. A value of 0 means that no tabs are visible.

    Setting a maximum number of tabs can prevent undesirable performance issues.

    Note: All standard groups and newly created groups are automatically marked as Favorites. Favorites display as tabs in alphabetical order up to the limit allowed. Users can use the Groups list to manage their Favorites.
  4. Set the Secure Groups option to one of the following:
    • True: This prevents SQL injection vulnerabilities. If a group condition contains a SQL subquery, the SQL will be parameterized and the group will not return any results. This is the default and recommended setting.
    • False: Allows existing groups with SQL subquery conditions to continue to work. Editing or adding a group with SQL subquery conditions will cause an error to display and the groups will not return any records. Queries can be rewritten Using Condition Parameters. Infor CloudSuite CRM provides commonly used condition parameters or you may create and use custom query parameters. See Adding Custom Query Parameters.
    Note: It is recommended that all groups are updated to no longer use SQL subqueries. Once all groups have been updated, you should change this option to True.
  5. Click (Save).