Groups Detail View
Use the tabs to define group profiles in detail view.
| Field | Description |
|---|---|
| Find Group | At the top of the Groups Detail View, enter a partial or complete group ID in the Find Group field to find and select an existing record or set of records that you want to view or edit. You can also click the filter drop-down arrow on the left side of the field to search for all available groups. For more information, see Use the Find Field. |
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Use these arrow icons to scroll through the records in the search results and display a different record to display on the form. The numbers indicate which record you are viewing out of the total number of records in the search results. |
| +New Group | Click this button to add a group to the Groups form. Enter information for the user on the various tabs on Groups Detail View. |
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Click this icon to display the Groups List View. Fields are displayed in columns in a grid, rather than on separate tabs of the form. In each grid, you can display and edit data for multiple records at one time, with data for each record displayed in a row. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid. You can also export the data in the gird as a .CSV file and download it. For more information about the common buttons and options and how they function, see Learning the Basics . |
| Other Actions | You can copy, export, or delete groups by clicking this drop-down menu and selecting the corresponding option. For more information, see Other Actions Drop-Down Menu. |
| Save | This button only displays when you make changes to a record, replacing Other Actions. Click it when you are done with changes. |
| Group ID |
When you select an existing group to view on the Users form, the group ID displays at the top of the form below the form header. |
| General | Use this tab to create or modify a group profile on this tab. |
| Users | Use this tab to assign users to or remove users from a group. |
| Open Plan | Use this tab to define permissions that a group must have to access the options within the Open Plan application. |
| Security | Use this tab to define the permissions that a group must have to access the options within the PPM Security application. |