Viewing catalog of groups
Menu paths
- My groups
- ? My groups
- Click the Browse groups hyperlink on the Timeline page.
Introduction
This page lists all public groups in the system, and public
or private groups of which you are a member, owner, or manager. The groups are
displayed in the form of cards.
You can also make use of the filter criteria on the left
panel to display only the groups that you want to see. In this document, the group
term refers to both the public and private types, unless specified.
Roles and rights
All users with a role are able to access this page. This page is not available for customers, resellers, suppliers,
and users without a role.
Note:
- For more details on function rights, go to Modules ? System ? Setup ? Security ? Function
rights.
- For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.
What version are you using?
The information in this document is applicable to product
update 262 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I view the group timeline page of a group?
- On the Groups catalogue page in the Browse groups section, select the required option.
- In the Criteria section, define a part of the title or the full title of the group, and/or select the person who is the
owner of the group.
- Click Apply. This step is required only if you have defined the criteria in the Criteria section.
- Click the title of the group that is displayed on the content grid. The group timeline page will be displayed. For more information, see Overview of group timeline page.
How do I join groups?
- On the Groups catalogue page in the Browse groups section, select the required option.
- In the Criteria section, define a part of the title or the full title of the group, and/or select the person who is the
owner of the group.
- Click Apply. This step is required only if you have defined the criteria in the Criteria section.
- On the particular group card on the content grid, click , and then select Join.
Keep in mind: Join is available if the type of the group is Public and
you are currently not a member of the group.
How do I leave groups?
- On the Groups catalogue page in the Browse groups section, select the required option.
- In the Criteria section, define a part of the title or the full title of the group, and/or select the person who is the
owner of the group.
- Click Apply. This step is required only if you have defined the criteria in the Criteria section.
- On the particular group card on the content grid, click , and then select Leave.
Keep in mind: Leave is not enabled if you are the owner of the group, or if the group is set as a mandatory group (the Mandatory group check box is selected).
Button
Close
Click this to exit.
Fields
Browse groups section
All groups
Click this to display the catalog of groups created by you and other people that have been set to Public, and those set to Private of which you are the owner, manager, or member.
My groups
Click this to display the catalog of groups of which you are the owner, manager, or member.
Groups I manage
Click this to display the catalog of groups of which you are the owner or manager.
Mandatory groups
Click this to display the catalog of groups with the Mandatory group check box selected that have been set to Public (regardless of whether you are the member or not), and Private (of which you are the member).
Criteria section
You can refine your search for groups in this section. If you have defined the criteria and there is no group that matches the criteria, then there will be no group displayed regardless of the option selected in the Browse
groups section.
Title
Type the title or a part of the title to display the groups
that match the entered title.
Owner
Type or select the ID or name of the person to display the groups of which the person selected is the owner. Once the person is selected, you can click the name to view the corresponding personal card. For more
information, see Viewing personal cards.
Clear all
Click this to reset the defined criteria.
Apply
Click this to search for the groups based on the defined
criteria.
Content grid section
The groups that match the criteria defined in the Browse groups and Criteria sections are displayed here in the form of cards. The title
of the group is displayed at the header of each group card.
The name of the owner, the type of group, and the number of members in the group are displayed on the card.
Related documents
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
27.467.690 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
06-12-2018 |
Release: |
259 |
Attachment: |
|
Disclaimer |