10.3.4.1. Group List

In this tab, users can create, edit, and delete groups.

*For guidance on common application features and functions, please refer to the dedicated section

1. Export: This button allows users to export the grid data to Excel.
   • If selected, an Excel file containing the grid’s contents will be automatically downloaded to the user’s device.
2. Group Type: This is a single-select dropdown field that display the list of group types. It is a mandatory field. It allows users to categorize the group based on its intended purpose within the organization.
   • Group Types: Roles and Users.
3. Group Code: This is a text field that allows users to input a unique code or identifier for the group. It is a mandatory field.
   • This code can be used for reference or sorting purposes.
4. Group Title: This is a text field that allows users to input the name or title of the group. It is a mandatory field.
5. Active: This is a checkbox which, if enabled, allows users to mark the group as active.
6. Reset All Fields: This button allows users to reset all fields, clearing them of content.**
7. Delete Selected Group: This button allows users to delete a selected group from the grid.**
   • To delete, select the group from the grid (by double-clicking) and then click on the Delete Selected Group button. Upon selecting this button, a confirmation message will appear at the bottom of the page informing users that the group has been deleted successfully.

!Please note that if a group is associated with any form or process in the system, the application will automatically prevent its deletion.

8. Save: This button allows users to save the group.**
   • If all mandatory fields have been filled and this button is selected, a confirmation message will appear at the bottom of the page informing users that the group has been added successfully.
   • If mandatory fields have not all been filled and this button is selected, an error message will instead appear at the bottom of the page informing users of the fields that still need to be filled.

** In the Organization Management version of the application, these fields are not available, preventing unauthorized users from creating, editing, or deleting groups.

*To view or edit the properties for an existing group, double-click on it from the grid.