7.3.4.1. Group List

In the Group List tab, administrators can create, edit, and delete groups.

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

1. Export All Data to Excel ( ): This button allows administrators 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 administrators 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 administrators 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 administrators to input the name or title of the group. It is a mandatory field.
5. Active: This is a checkbox that, when selected, allows administrators to mark the group as active.
6. Reset All Fields: This button allows administrators to reset all fields, clearing them of content.**
7. Delete Selected Group: This button allows administrators to delete a selected group from the grid.**
   • Upon clicking this button, a message will appear at the bottom of the page indicating whether the operation was successful.

!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 administrators to save the group.**
   • If all mandatory fields have been completed and this button is selected, a confirmation message will appear at the bottom of the page, indicating that the group has been added successfully.
   • If mandatory fields have not all been completed and this button is selected, an error message will instead appear instead, indicating the fields that still need to be filled out.

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