Configure

Updated on 07 May 2024
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Static Groups have a predetermined framework, roles, and duties that remain stable over a time period.

You can configure Static Groups for the users related to any module from different domains in an application.

User Persona: Administrator or Application Designer

Let's explore the following Use Case for navigating through Static Groups!

Use Case

User Persona: Administrator

Solution

at NovaTech wants to create a group to categorize and manage users based on specific criteria and list their general details, including User ID, Username, and Email ID.

or can select Static Group and configure the group by adding the Users using the Search or Filter option. This typically involves providing a name and a description for the group and helping other administrators understand the purpose and membership criteria for this group. The general details of users within the group, such as User ID, Username, and Email ID, are automatically listed and associated with their respective profiles within the group.

For more details about the Use Case, refer to the following graphics:

Static Groups_select by User

Configure Static Groups

This section contains the list of steps using which Administrator can configure the Static Groups.

Selecting the specific Application and Module for creating new Static Groups. To configure the Static Groups, perform the following steps:

Navigate to Static Groups under Groups and click Add Static Group.
Figure: Static Groups
A new page is displayed where you can enter your Group Name.
Figure: Group Name
Here Group Name is entered as Operation Team.
Type a few characters of the Users under the Group Users using the By Users or By Groups option.
Add Users

1. If you select By Users, type a few characters of the username into the Users field and select users using the search icon.

2. Click Submit to save the user list. And remember to make it Active!
Figure: Adding By Users

3. You can add or filter multiple users at a time by clicking on the filter icon under the By Users option. Figure: Select the User using Filters

4. You can also Add Conditions or Add a Group under Filters to add new Users.Figure: User Selection

5. Select Add Condition and Filter the user list based on any of the user attributes: Username, User Email ID, Location, Designation, Address, Date of Joining, and Reporting Manager.

6. You can select the Operator, enter the value and click Apply.Figure: User Selection

Figure: Adding the Condition for operator and value
Figure: Field values
For example, here the field is selected as User Name, the operator as Contains and the value as alphabet 'a'.

7. Click Update to save the users under the By User list.Figure: User Selection

The updated user list is displayed as shown:
Figure: Updated User list

Add Groups

1. You can add Groups using the By Groups option and type the group name in the Groups field. You can also use the select Groups By Filter option as shown in the screenshot: Figure: Adding Group Name

2. Add multiple Groups using Filters and select the Group Name from Group List. Specify Add Condition or Add Group under Filters to add new User Groups.
Figure: Selecting Multiple User
3. Here you can filter based on Group ID, Group Name and Group Unique ID. Click Apply.
Figure: Field details
The screenshot displays the field as Group Name, the operator as Contains and the value as letter 'B'.

4. Click Update to save the users under the By User list.
Figure: User Selection

The updated user list is displayed as shown:
Figure: Updated User list