--- title: "Add Group" slug: "add-group" tags: ["Record Attribute Groups"] updated: 2024-05-08T10:30:19Z published: 2024-05-08T10:30:19Z canonical: "help.symphonysummitai.com/add-group" --- > ## 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=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%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=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%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=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%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=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%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=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%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=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%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=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%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=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%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=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%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=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%3D)Figure: Deactivating the Group 7. Click **Submit** to the save template details. 8. Navigate to the Search field and type the name of the template to view the Record Attribute Group template. Click the edit icon to view and edit the template.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710400319403.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%3D)Figure: Viewing the Record Attribute 9. You can edit the template and click **Update** to save the details. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710400663686.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%3D)Figure: Update template To know more about **Configure** **Group Entry**, click [here](https://help.symphonysummitai.com/summit-platform/docs/add-group-entry). **Record Attribute Groups specific to Modules** While adding Dynamic groups transaction tables are displayed in drop-down based on the module selected. Example: If **Module** = **Incident** then Table data has options like Cancel Incident, Close Incident, Manage Incident. If **Module** = **Work Order** the Table data has options like Office Supplies Work Order, Employee Resignation Work Order, Parking Card Work Order. If **Module** = **Knowledge** the Table data has options like Manage Knowledge Records, Provide Feedback. | Module Specific Dynamic Groups | Module Specific Groups for Knowledge, Incident and more | | --- | --- | | Add Module specific Record Attribute Groups | 1.Module = **Incident**, while adding Dynamic Groups for Incident the following screen is displayed. ![Incident WG](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Incident%20WG.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%3D)Figure: Add Module specific Groups Refer to section for more details on configuring [Dynamic Groups](/summit-platform/docs/add-group#configure-dynamic-groups-for-a-specific-use-case-under-incident-module). 2. Module = **Work Order**, while adding Record Attribute Groups for Incident the following screen is displayed. ![Work order group](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Work%20order%20group.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%3D)Figure: Add Module specific Record Attribute Groups 3. Module = **Knowledge**, while adding Record Attribute Groups for Incident the following screen is displayed. ![Knowledge](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Knowledge.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%3D) | ### Configure Dynamic Groups for a specific use case under Incident Module This section details the list of steps involved in creating Dynamic Groups under Incident module. 1. Navigate to **Dynamic Groups** and create a **Group** for **Category Owner**. The screenshot displays the approval criteria for Category Owner group, the approval is required when the category matches a specific value, and the workgroup is assigned as the category owner.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1715151296398.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%3D)Figure: Configure Group The configured group for Category owner gets displayed as shown below. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1715152285451.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%3D)Figure: Group 2. Click **New** and add field values under **General**, **Group Criteria** and **Group Users**. Here **Category and Workgroup based** field is specified with value as **Password related**.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1715152132634.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%3D) Figure: Group details 3. Click **Category** and select the required values for this field. Here Password issue, Hardware Issue and Software Issue are selected under the Issues. Refer to the screenshot for more details. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1715159923134.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%3D)Figure: Select Category(s) The configured Category appears as shown below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1715160064790.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%3D)Figure: Category 4. Select the Workgroup from the drop-down list. Here Server team is selected under filed. 5. Navigate to Group Users and type the name of the user for this group. Refer to screenshot for more details. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1715160409630.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%3D)Figure: Users 6. Click **Submit**. The configured list screen as shown below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1715160529830.png?sv=2026-02-06&spr=https&st=2026-11-06T06%3A53%3A07Z&se=2026-11-06T07%3A53%3A07Z&sr=c&sp=r&sig=MNPUzcazmXSuiZaKnRPXHjZACUkCalu7D5O0TDoKPAY%3D)Figure: List view