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.
You can create a group in two ways:
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.
You can define the settings for the group via these fields:
This field determines 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:
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.
This field sets 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 closely follows your own processes. Whereas the "Analyze" menu provides a standard functionally-oriented navigation to your objects, the "Process" menu provides a custom process-oriented navigation.
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.
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: