Using the Group Manager Groups tab
Use the filters to filter the list of groups you require to view and the group tasks to manage groups. The Group Manager Groups tab provides a list of all groups and the tasks required to manage those groups.
Note: The system administrator and users with the appropriate role can access
these features.
Click on the Navigation bar. The Group Manager list view is displayed. Select a record in the Group Manager list. The Group Manager detail view is displayed.
On this page you can:
- Work with records in a grid. See Working with Grids in list views and tabs
- Click to refresh the list information.
- Filter My list. See Using Task Pane filters
- View group details:
- Select a record.
- Click . The details pane displays at the bottom of the list view with detailed information about the selected record.
- View the information in the lower pane.
- Click , to hide the group details.
- View a group:
- Select the group you require to view.
- Click in the Group Manager Tasks. The selected group list view is displayed.
- Modify
a group:
- Select a group in the list.
- Click in the Group Manager Tasks. The Query Builder view is displayed.
- Use the Query
Builder tabs to modify the group.
- Properties tab: Use to define the name and description of the group. See Setting Query Builder Properties tab
- Conditions tab: Use to define the conditional statement(s) used to select records. This tab is not available for ad hoc groups. See Query Builder Conditions tab
- Layout tab: Use to define which data displays in the list view. See Query Builder layout
- Sorting tab: Use to define how the records are sorted. See Query Builder Sorting tab
- Delete a group:
- Select one or more groups in the list.
- Click in the Group Tasks.
- Click .
- Share a group. See Sharing Groups with other users
- Reassign a group owner:
- Select one or more groups in the list.
- Click in the Group Tasks.
- Use the Select User field to find the user you require to assign ownership of the group. See Finding records
- Click .