--- title: "Manage Workgroup Category and Users Matrix" slug: "manage-workgroup-category-and-users-matrix" updated: 2024-05-24T09:11:05Z published: 2024-05-24T09:11:05Z canonical: "help.symphonysummitai.com/manage-workgroup-category-and-users-matrix" --- > ## 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. # Manage Workgroup Category and Users Matrix With flexible Edit, View, and Filter options efficiently manage this matrix configuration. ### **View** The View option displays the list of Priority matrices configured for the Incident. To view the listing page of the, perform the following steps. 1. Navigate to **Design Studio** > **Module** > **Configuration** > **Matrices** > **Workgroup Category and User Matrix**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1716541601438.png) Figure: View Workgroup Category and User Matrix Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1702457517419.png) icon to view the configured records in a new tab or a new window. Click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1702457213326.png) icon to view the details of the configured records. ### **Filter** The **Filter** option present in the **Priority** Matrix allows the restriction of content based on specific criteria. The following option is displayed for fields with alphabetical values. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1716541621037.png) Figure: Filter Workgroup Category and User Matrix #### Add Filter You can add new filters as per your requirement with available options of fields and operators. You can also delete any specific filter using delete icon if not required any more. To add filter, perform the following steps: 1. Click Filters icon. The following page pop up is displayed: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683805872329.png)Figure: Filters 2. Click Add Filter. The following screenshot is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709442734097.png)Figure: Add Filter You can apply filters on individual columns as well as per your requirement. - Click the Filter icon to view the following filter options. Select the Match All or Match Any option from the list to filter the data based on the condition selected. The Match All option is selected, by default. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1707371478684.png)Figure: Filter option - Select the option to compare the data based on the conditions. Available options are as follows: - - Starts With - Contains - Not contains - Ends with - Equals - Not equals - Less than - Less than or equal to - Greater than - Greater than or equal to - Date is - Date is not - Date is before - Date is after - Active - Not ActiveNoteThe following filter options are available for numeric column values: - Less than - Less than or equal to - Greater than - Greater than or equal to The following filter options are available for date column values: - Date is - Date is not - Date is before - Date is after The following filter options are available for toggle switch Active: - Active - Not Active - You can click Clear to clear the configured filter and click Apply to set the filter condition. - You can change which columns will appear on the Impact ID list page in which order by clicking![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1702455875677.png) icon. The following window is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1709442363399.png) Figure: Add columns Click **Save** to save the new view of columns on the list page. Click **Cancel** to revert all the changes made and close the pop-up. Click **Clear All** to remove all the applied column view settings. ### Search The **Search** function enables you to search the configured matrices. You can click the search icon and type the required matrix.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1716541567833.png) Figure: Search Workgroup Category and User Matrix ### Edit 1. The edit option enables you to edit configured matrix details based on the requirement. Click The Incident ID hyperlink and edit the matrix.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1716541701967.png) Figure: Edit Workgroup Category and User Matrix 2. Edit the required details of the form and click **Save** to save the modified changes. ### **Export** - Export the current page of the list page or all the pages from the list page by clicking ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703666213611.png)icon. - Once you click![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703666213611.png)icon, the following options are displayed. Click **Export Current Page** to export the data displayed in the current page. Click **Export All** to export data of all the configured records. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1703666282353.png)Figure: Export current or all page