Configure Static Group

18 Oct 2024
6 Minutes to read

Configure Static Group

Updated on 18 Oct 2024
6 Minutes to read

Article summary

Did you find this summary helpful?

Thank you for your feedback

A static group is a simple group comprising of a group name and group members. These groups can be used across different places in the application.

Following actions are performed on Static Groups:

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:

Log in as App Administrator.
Figure: App Portal
Click the Application Group tab and select an Application.
Example: Application Groups will be configured as IT, HR, Finance, etc, and Applications are Asset Management, Service Management, etc.
Figure: Applications
Click the settings gear icon on the top panel, navigate to Design Studio > Applications > Groups > Static Groups.
Figure: Static Groups
Click New to configure a new Static Group.

Enter Group Name and select Users from the Search field.
Figure: Static Groups

For the field description, refer to the following Table:

Field	Description
Group Name	Enter Group Name. Example: IT Operations, Finance, etc. According to the business requirement define a name for the group.
Group Users	Select Users by entering the user name in the Users field. Usually, there could be multiple users with same names across different domains. Hence validate the domain name and select the required User. Example: Search Fredrick, all the names that start with Fredrick is displayed in the dropdown list. Select the required name. Figure: Group Users
Active	If this is enabled, it indicates that Static Group is active across the application and can be used. Active switch control is enabled by default in the configuration screen.

Field

Description

Group Name

Enter Group Name.
Example: IT Operations, Finance, etc. According to the business requirement define a name for the group.

Group Users

Select Users by entering the user name in the Users field. Usually, there could be multiple users with same names across different domains. Hence validate the domain name and select the required User.

Example: Search Fredrick, all the names that start with Fredrick is displayed in the dropdown list. Select the required name.

Figure: Group Users

Active

If this is enabled, it indicates that Static Group is active across the application and can be used. Active switch control is enabled by default in the configuration screen.

Click user icon to add multiple users at one time.
Figure: User Selection
Click Update for changes to take effect on the field.
Figure: Group Users
Click Submit to complete the configuration or Cancel to discard the configuration.
You will be able to see the configured Static Group in the List.

Filters

There are two types Filter option within a List page such as Simple and Advance, based on the requirement on data, either one can be selected to achieve the required Filtered result.

Simple Filter

Simple filter will help you to sort at the User Selection list level

Every column on the list page has a dedicated Filter option which is beneficial to obtain the required filtered data. This is achieved using Simple Filters, based on the data type of the column the filter options are displayed for every column. Simple Filter is represented using a funnel icon on the List page.

Figure: User Selection Filter

The following table represents the fields within the Simple Filter.

Filter Condition Fields	Description
Match Conditions	The top field within Simple Filters is about Matching condition. If the Data Type is of String, Numeric, Date Field, or Dropdown then the following options are displayed in the dropdown: Match All: Selecting this will display all the Matched search criteria from the List page. Match Any: Selecting this will display any of the Matched criteria from the List page.
Conditional Operator	The second field will allow the user to build the condition in order to match the Filter criteria. The list depends on the data type of the column field. For more information, refer to Data Types and Operators for Filters.
Text Area	Enter the required data value for which the Filter must imply.
	Click Apply for filter to take effect on the List page.
	Click Clear to erase the Filtered resulted.

Along with the advanced features, the Advance Filters within the List page provides functionality from the Simple Filters as well. To learn more about the usage of Advance Filters on the List, refer to the following:

Filter Feature	Simple	Advance
Ability to Select field	Yes	Yes
Ability to Select operator based on field	Yes	Yes
Ability to Select value based on field & operator	Yes	Yes
Ability to Add multiple filters	Yes	Yes
Ability to Delete filters	Yes	Yes
Ability to define AND Relationship between filters	No	Yes
Ability to define OR Relationship between filters	No	Yes
Ability to Group filters	No	Yes
Ability to define AND / OR Relationship between groups	No	Yes

Advance Filter

In the Advance Filter apart from Simple Filter features, there is more flexibility and added efficiency in using Advance Filters. Lets dive into exploring the features of Advance Filter.

Simple Filter as Pat of Advance Filter

To apply Simple Filter as part of Advance Filter option, perform the following steps:

Click filters icon on the List page.
Figure: List page Filter
Click + Add Filter to add a new Filter.
Figure: Filter
Select Field Column from the List page items.
Figure: Filter List
Enter the required value for the selected Field Column.
Figure: Simple Filter

The following table describes the Filter fields:

Filter Fields	Description
List Item	This specify the Field column from the List page.
Conditional Operator	Select Operator, based on the data type of the selected Field Column, the conditional operators are displayed. For more information, refer to Data Type and Operators for Filters.
Input Area	Enter value based on the selected List item and Operator.
	Delete the added Simple Filter set using the delete icon.
	Click on + Add Filter on top of Filters, this will allow to create multiple Simple Filters within. Figure: Multiple Simple Filters
	Click Apply to take the effect of Simple Filter. Upon performing this Action, the number of Filter criteria applied is displayed. Figure: Applied Simple Filter
	Click Cancel to exit the Simple Filter. Upon performing this action a confirmation message is displayed to act on the cancellation. Click Yes to exit or No return to the Filter. Figure: Cancel Simple Filter Confirmation Message
	Click Clear All to erase the added Filter Set.

Advance Filter

The Advance Filter is available within the Filters, it provides detailed results that uses grouping and logical operators to produce required result.

To apply Advance Filter within Filter, perform the following steps:

Click funnel icon on the List page.
Figure: List Page
A Filter pop-up is displayed.
Figure: Filter
Click Advance Filter (+Filter icon) on the top right within Filter.
Figure: Advance Filter
Click +Add Filter Set to insert a Advance Filter.
Figure: Advance Filter
Enter Field Operator and Value for the added Filter Set.
Figure: Advance Filter Filter Set

The following table provides details about the Filter Set:

Field

Description

Field

Select Field from the dropdown. These are the field items on the List page for which filter is applied.

Figure: Field List on Advance Filter

Operator

Select Operator for Filed value, based on the selected data type the Operators are displayed. For more information, refer to Data Type and Operators for Filters.

Value

Enter value or select value for the Field which fulfills the operator condition.

Click Add icon to insert additional Filter Set. Upon performing this action multiple Filter Sets can be selected and grouped using logical operators.

Figure: Advance Filter

The following table provides functionality of Group, Ungroup and Delete buttons:

Action Buttons	Description
	Click Group to group multiple Filter sets. This functionality supports grouping of nested Filters using operators. Logical operators which is used to Group Filters are AND and OR. They can be changed using the dropdown. Any combination between the filters can be flexibly applied.
	Click Delete to remove the added Filter Set.
	Click Ungroup to remove the operators between Filter Sets.

Click Delete icon to remove the added Filter Set.

Click Apply, to see the Filter effect on the List page.

Figure: Filters

Click Cancel to exit the Advance Filter. Upon performing this action a confirmation message is displayed to act on the cancellation. Click Yes to exit or No return to the Filter.

Click Clear All Filters to erase the filtered data.

Click Update for the changes to take effect.

Data Type and Operators for Filters

For both the Simple and Advance Filter the Data Types and Operators apply the same.

Data Type and Operators for Filters

Data Type

Operator

String

If the Column Field is of String Type then the following conditional operators are displayed:

Starts With

Ends With

Contains

Not Contains

Equals

Not Equals

Date Field

If the column on the List page is of type Date Field, then the following operators are displayed:

Date Is

Date Is Not

Date is Before

Date is After

Numeric

When the column on the List page is of type Numeric, then the following operators are displayed:

Equals

Not Equals

Less than

Less than or Equal To

Greater than

Greater than or Equal To

Checkbox

If the column on the List page is of type Checkbox, then the following actions can be performed.

Select

Clear

Was this article helpful?

What's Next

Manage Static Groups

Table of contents

Configure Static Groups