Manage Workgroup

Efficiently manage multiple Workgroups with flexible organization and filtering options. Filter the workgroups meeting a certain criterion in one shot.

View

You can view the list of configured workgroups using the following options:

• Filters
• Search

To view the list of configured workgroups, perform the following steps:

1. Navigate to Design Studio, select the required application.
2. Click Workgroup. Select the desired Domain and Sub Domain.
   The Workgroup list page is displayed. A sample screenshot is shown below:
   Figure: Workgroup List Page - Filters, Grid, Search
   It displays the list of configured workgroups. A specific list of workgroups can be viewed based on applied filters or search criteria. Also, the list can be viewed in Tile view or List view as per requirement.

Filters

Apply filters on all the columns or on an individual column. This functionality allows you to control the exclusion or inclusion of specific data as per your requirement. Focus on the required data with better analysis.

To apply filters on all the columns, perform the following steps:

1. On the Workgroup list page, click Filters icon on the top left corner just above the list of workgroups.
   Figure: Filters

You have the provision to add new filters or to use saved views with pre-defined filter conditions.

 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 anymore. 

To add filter, perform the following steps:

1. Click Filters icon. The following page pop up is displayed:
   Figure: Filters
    
2.  Click Add Filter. The following screenshot is displayed:
   Figure: Add Filter

Advanced Filter

The Advanced filters allow you to define filter conditions at a more granular level with additional filter options.

1. Click Advanced Filter icon to add advanced filters. A sample screenshot is shown below:
   Figure: Advanced Filter
   
   
2. Click Add Filter Set. A sample screenshot is shown below:
   Figure: Advance Filter - Conditions

The following table describes the fields and description of Advance Filter pop-up.

Field Name	Description
General
Field	Select the field from the available list of options.
Operator	Specify the operator for the condition. Available options are as follows: Is  Contains Equals Does not contain Not Equals (!=)
Value	Specify the field value for the selected operator.
	Click Delete icon to delete any filter conditions.
	Click Add icon to add one more row to add filter conditions.
Clear All	Click Clear All to remove all filter conditions.
Cancel	Click Cancel to remove a specific filter condition.
Apply	Click Apply to remove apply a specific filter condition.

The applied filters count is displayed on the top along with filter icon. It will provide a quick reference to the applied filters. A sample screenshot is shown below:

Figure: Filters Count

You can apply filters on individual columns as well as per your requirement.

To apply filters on individual columns, perform the following steps:

1. On the list page, click the filter associated with the individual column. A sample screenshot is shown below:
   Figure: Filters - Individual Column
   
   
2.  Specify the filter criteria based on your requirement. A sample screenshot is shown below:
   Figure: Filters - popup
   
   
3. 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.
   
   
4. Select the option to compare the data based on the conditions. Available options are as follows:
5. 
   
   • 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 Active
     
     

     Note

     The 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 
6. You can click Clear to clear the configured filter and click Apply to set the filter condition.

Search

The Search function enables you to search the configured workgroup(s). You can click the search icon and type the workgroup(s) that you want to search.

In the workgroup(s) listing page, click Search icon and type the required form(s) that you would like to search. The application displays the result in the result section for the typed workgroup(s). A sample screenshot is shown below:

Figure: Workgroup - Search

Click X (close icon) to clear the searched criteria entered.

Edit 

The edit workgroup(s) enables you to edit configured workgroup details based on the requirement.

To edit workgroup(s) details, perform the following steps:

1. Navigate to Design Studio, select the required application.
2. Click Workgroup. Select the desired Domain and Sub Domain.
   The Workgroup list page is displayed with a list of workgroups. A sample screenshot is shown below:
   Figure: Edit Form - List page
   
   
3.  Click the ID hyperlink to view the configured details for the Workgroup.
   Figure: Workgroup Details page
   
   
4.  Edit the required details of the Workgroup and click Save and then click Submit.

Change History and Versioning

Workgroup's "Change History" is a log or record of any updates, or changes made to the Workgroup throughout time. The term "Versioning" describes the process of keeping track of various changes or versions of the Workgroup over time. The icons of Change History and Versioning appear on the top ribbon. (Refer the following screenshot)

Figure: Workgroup Change History and Versioning

Change History

Change History helps in maintaining transparency, compliance, and accuracy in managing the configured Workgroups. The Change History feature provides historical reference to each amendment done on the Workgroup and is a great audit trail.

The below screenshot represents the changes made to each item along with the timestamp and user details. Change History gives a detailed overview of changes made to each record.Figure: Workgroup Change History

Versioning

Versioning helps to understand the number of revisions done to a Workgroup record. For example, the screenshot below depicts v6 which shows that there were 6 revisions done to record.Figure: Versioning