What are groups?

Groups are a way of categorizing objects into logical groups that make sense to you. If you only have a few objects, this doesn't really matter much and you can use the default groups. But when the number of your objects are growing, it is advisable to create additional groups (and assign your objects to those groups) to ensure that menus and selection lists are easy to navigate.

Create groups

You can create a group in two ways:

• Click on Define - New in the sidebar menu.
• Click on the Actions - Create new button of an existing group. This also enables you to make a copy of an existing group.

Either way, the rest of the process is the same, and you can enter a name for your new group and define its settings:

This page also shows all objects that have been assigned to this group.

You can also watch the instruction video.

Settings

You can define the settings for the group via these fields:

• Name - enter a name. This must be unique within all your groups.
• Process - enter an (optional) description under which objects in this group will be shown in the Process menu navigation.
• Active/locked - activate or lock a group. When locked, all objects belonging to this group are hidden in the menu navigation, and therefore disabled.
• Used by - define which type of objects can be assigned to this group.
• Description - enter an (optional) description. This is helpful to document your various groups.
• Color - assign a color to every group, which changes the page header color.

Process

This field defines the process under which objects in this group will be shown in the Process menu navigation. This enables you to set up a custom menu navigation that follows your own processes. Whereas the Analyze menu provides a default functional navigation, the Process menu provides your own process-oriented navigation.

You can optionally provide an icon to be shown in the menu navigation, by entering name: icon with the process name, followed by an Fontawesome icon. For example: monthly: star.

In Manage - User roles you can define whether users have access to the Analyze or Process navigation, or even both.

Used by

This field defines which type of objects can be assigned to a group. For example, you can create user groups, report groups, data set groups etc. This enables you to set up a structure for your objects that is easy to understand and navigate.

You can select which type of objects can be assigned to this group:

• Data set
• Import
• Report
• Model
• User
• User role

Sort

You can define an (optional) sort order (1-99999) that determines how this group is displayed in the menu. This also applies to the sorting of processes in the Process menu. If you leave this blank, the processes and groups are ordered alphabetically.

The easiest way to ensure that processes itself, and the groups within each process, are sorted properly is to reserve a range of numbers for each process, and number the individual groups in that process within that range. For example, reserve 1-10 for groups in the 1st process, 11-20 for groups in the 2nd process. That way you can define the exact sort order.

Color

You can assign a color to every group, which changes the page header color on all items that belong to that group. This makes user navigation more intuitive.

Actions

When defining a group, you can use the Save and Actions buttons in the right-top of the screen:

These buttons enable you to do the following:

• Save - save your changes
• Actions - open a dropdown menu with further options:
  • Create a new group (or copy one)
  • Delete this group
  • Export data or print