Managing groups in the Groups module

With the Groups options available on the Tools tab of the Ribbon, users are able to assign a name to a group of records and subsequently retrieve that group. It is also possible to add records to a Static group, replace the records in a Static group, update the search criteria in a Dynamic group.

With the Groups module, users are able to manage groups (insert, update and delete) in a familiar module interface. Group permissions use Record Level Security to determine which operations are available to which users. The creator of a group, or someone with permission to alter security settings, can assign other users the permission to manage the group. Available permissions are:

  • display - a user can retrieve the group
  • edit - a user can add or replace records in the group
  • delete - a user can delete the group

Three types of groups are supported and we examine these separately:

  • Static - a list of record IRNs
  • Terms - a list of columns and associated search terms
  • Query - a dynamic group created with a TexQL statement

Two functions relevant to each group are described here: