How to manage groups in the Groups module
The Groups module was added to
Three types of groups are supported:
- Static - a list of record IRNs
- Terms - a list of columns and associated query terms
- Query - a TexQL statement
Group permissions use Record Level Security to determine which operations are available for which users. The creator of a group, or someone with permission to alter security settings, can assign other users the permission to manipulate 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
- Search the Groups module for the group.
- Select the Static, Terms or Query tab.
- Click View .
For a Static group, for instance, View is beside the Group IRNs list:
The source module (Parties in this example) will open and retrieve all records in the group.
To delete a group record in the Groups module:
- Select File>Delete>Current Record from the Menu bar.
A message displays requiring confirmation of the deletion:
- Click Yes to delete the group.