Defining Group Configurations

Introduction

This article will document key terminology as well as outline the steps required for defining a new Group Configuration

Terminology

Creating Group Configurations

Parent Group Configuration

Child Group Configuration

Terminology

Field	Definition
Name	The name should be something that will help admin users know which configuration to select.
Label	For parent Group Configurations, this is the primary label for all child groups. For child Group Configurations, this will be the label for each Group Card
Allow Add	This is only relevant for child Group Configurations and will determine if end users can manually add records to the Group created from the current Group Configuration
Parent Group Configuration	This will determine which Group Configuration is the parent of the child Group Configurations.
Description	This is only relevant for child Group Configurations and will be displayed when the Group Cards related to this Group Configuration is expanded.
Active	Set to true if the Group Configuration is ready to be evaluated for Groups
Use Default Org Chart Configuration	Set to true if you wish to use a Squivr provided Org Chart Configuration.
Default Org Chart Configuration	The Squivr provided Org Chart Configuration you wish to use. When it is a child Group Configuration, you must choose a child Org Chart Configuration.
Org Chart Configuration	The Custom Org Chart Configuration you wish to use. When it is a child Group Configuration, you must choose a child Org Chart Configuration.

 

Creating Group Configurations

Parent Group Configuration

1. Navigate to the Group Configurations tab and click New
2. Provide a Name that will help admins select the correct configuration when editing configurations
3. Provide a Label that will help end users know what is contained within the child group cards
4. Select Active when you are ready to have groups created on the object of the selected Org Chart Configuration
5. Select Use Default Org Chart Configuration if you want to use a Squivr provided Default Org Chart Configuration, otherwise, select a parent Org Chart Configuration. If you select Use Default Org Chart Configuration, select a parent Default Org Chart Configuration (not one that includes child)
6. Optional:
   1. Define Rule Criteria for the parent Group Configuration create criteria.

Child Group Configuration

1. Navigate to the Group Configurations tab and click New
2. Provide a Name that will help admins select the correct configuration when editing configurations
3. Provide a Label that will help end users know what is contained within the child group cards
4. Select Allow Add if you want end users to be able to manually add records to groups
5. Parent Group Configuration should be auto populated. You should create your child Group Configuration from the parent Group Configuration
6. Set the Description as helpful text for when the Group card is expanded on the records where the Groups exist.
7. Select Active when you are ready to have groups created on the object of the selected Org Chart Configuration
8. Select Use Default Org Chart Configuration if you want to use a Squivr provided Default Org Chart Configuration, otherwise, select a parent Org Chart Configuration. If you select Use Default Org Chart Configuration, select a parent Default Org Chart Configuration (not one that includes child)
9. Optional:
   1. Define Rules and Rule Criteria to define the records that should be added to the group