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 page is displayed.
  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. Click OK.
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