---
title: "Add Group"
slug: "add-group-1"
updated: 2024-11-27T10:47:54Z
published: 2024-11-27T10:47:54Z
canonical: "help.symphonysummitai.com/add-group-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1715146852005.png?sv=2026-02-06&spr=https&st=2026-10-29T22%3A57%3A45Z&se=2026-10-29T23%3A57%3A45Z&sr=c&sp=r&sig=4YXV%2BZXbgWsdiyppeQa4qiht9JjKYqDiosoQWTo5XSQ%3D)

Figure: Record Attribute Groups

  
Before you begin with **Dynamic** **Groups**, you need to have a form or table to create the template. 

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.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1715147431243.png?sv=2026-02-06&spr=https&st=2026-10-29T22%3A57%3A45Z&se=2026-10-29T23%3A57%3A45Z&sr=c&sp=r&sig=4YXV%2BZXbgWsdiyppeQa4qiht9JjKYqDiosoQWTo5XSQ%3D)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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710399916888.png?sv=2026-02-06&spr=https&st=2026-10-29T22%3A57%3A45Z&se=2026-10-29T23%3A57%3A45Z&sr=c&sp=r&sig=4YXV%2BZXbgWsdiyppeQa4qiht9JjKYqDiosoQWTo5XSQ%3D) Figure: Group Name
3. Select the transaction table based on which the group conditions by typing table or form name under **Table** field.  
![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710395402627.png?sv=2026-02-06&spr=https&st=2026-10-29T22%3A57%3A45Z&se=2026-10-29T23%3A57%3A45Z&sr=c&sp=r&sig=4YXV%2BZXbgWsdiyppeQa4qiht9JjKYqDiosoQWTo5XSQ%3D)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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710395558450.png?sv=2026-02-06&spr=https&st=2026-10-29T22%3A57%3A45Z&se=2026-10-29T23%3A57%3A45Z&sr=c&sp=r&sig=4YXV%2BZXbgWsdiyppeQa4qiht9JjKYqDiosoQWTo5XSQ%3D)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.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710400006495.png?sv=2026-02-06&spr=https&st=2026-10-29T22%3A57%3A45Z&se=2026-10-29T23%3A57%3A45Z&sr=c&sp=r&sig=4YXV%2BZXbgWsdiyppeQa4qiht9JjKYqDiosoQWTo5XSQ%3D)Figure: Record Attribute
6. Click **Add Row** icon **![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710395812320.png?sv=2026-02-06&spr=https&st=2026-10-29T22%3A57%3A45Z&se=2026-10-29T23%3A57%3A45Z&sr=c&sp=r&sig=4YXV%2BZXbgWsdiyppeQa4qiht9JjKYqDiosoQWTo5XSQ%3D)**to add a new field under **Record** **Attribute.** It gets auto-populated with the referenced field from the selected **Table**. 

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710400133331.png?sv=2026-02-06&spr=https&st=2026-10-29T22%3A57%3A45Z&se=2026-10-29T23%3A57%3A45Z&sr=c&sp=r&sig=4YXV%2BZXbgWsdiyppeQa4qiht9JjKYqDiosoQWTo5XSQ%3D)

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.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710400210756.png?sv=2026-02-06&spr=https&st=2026-10-29T22%3A57%3A45Z&se=2026-10-29T23%3A57%3A45Z&sr=c&sp=r&sig=4YXV%2BZXbgWsdiyppeQa4qiht9JjKYqDiosoQWTo5XSQ%3D)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**.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710415031956.png?sv=2026-02-06&spr=https&st=2026-10-29T22%3A57%3A45Z&se=2026-10-29T23%3A57%3A45Z&sr=c&sp=r&sig=4YXV%2BZXbgWsdiyppeQa4qiht9JjKYqDiosoQWTo5XSQ%3D)Figure: Deactivating the Group
7. Click **Submit** to the save template details.