Add Group

Configure Dynamic Groups

This section contains the list of steps using Super Admin can configure the Dynamic Groups. You can create Dynamic Groups from Design Studio, by selecting from Application and Module from the Groups tab.

Figure: Record Attribute Groups

To configure the Dynamic Groups, perform the following steps:

1. Navigate to Dynamic Groups and configure new template by clicking Add Group and a pop-up window appears to configure the group details.Figure: Add Group
   
   
2. Type the name of the group under the Group Name field. Here ETR Notification based on Workgroup and Category is given as the Group Name. Estimated Time of Resolution (ETR) notifications based on workgroup and category involves setting thresholds for each workgroup, notifying relevant personnel when ETR exceeds these thresholds, and refining the process for efficiency.  Figure: Group Name
   
   
3. Select the transaction table based on which the group conditions by typing table or form name under Table field.
   Figure: Table selection
   
   
   Forms or Tables created under Form Designer section populate under the drop-down list. Only referenced fields will appear here.
   
   
4. Select the table for configuring  Group. The drop-down lists the attributes of the selected Table. You can also select the attributes of the table for configuring the record Group as needed. Figure: Configure Record Attribute Group
    
   
5. Add an alias name for each Record Attribute. If the alias name for Record Attribute is not specified, it gets added under the specific field automatically. If Workgroup is selected from the drop-down list, the incident will be routed to the corresponding workgroup responsible for the location where it occurred, within the context of the relevant tenant, ensuring efficient and targeted resolution. Please refer to the screenshot for further details.Figure: Record Attribute
    
   
6. Click Add Row icon to add a new field under Record Attribute. It gets auto-populated with the referenced field from the selected Table. 

   

   Figure: Adding Rows
   
   You can add Column Name to the template to create a new column, check Name Every Group Entry , and make it active. Refer to the screenshot below.Figure: Columns
   
   You can also Deactivate the specific Group by turning off the Active button. If you click Yes, Deactivate then it deactivates the User Group from all records! If you Deactivate a specific group under Name Every Group Entry, then you cannot edit the Column Name.Figure: Deactivating the Group
   
7. Click Submit to the save template details.