Creating custom groups

  1. On the Custom Group field, click Define or from the Custom Group, select the list and click New.
  2. Use the following guidelines to specify field values:
    Custom Group

    Specify the name of the custom group.

    Description

    Specify the description of the custom group. If you leave this field blank, the custom group name defaults.

    Effective Date

    Specify the date when the custom group becomes effective.

    Business Class

    Select the value by searching from the list of all the business classes that exist in all applications.

    Condition

    Specify or build your condition, using Lawson Pattern Language (LPL) syntax. The condition defines the selection criteria for the custom group.

    If you do not know LPL syntax, click Builder to select the Condition Builder tool. For help with this tool, see Building a condition with the Condition Builder.

  3. Click Save.
  4. To preview the employees that will be part of the employee custom group, or the bank lines that will be part of the bank statement line group, click Preview.

    The List Name field defaults to primary (the primary list for the business class).

    Note: 

    Preview will not be enabled until a condition is specified in correct LPL syntax.

    You can select another list that will result in the same employees selected for the custom group, but with different information related to those employees.