Add group records

To add group records:

1. Click Request Management > Maintenance > Supporting Files > Groups.

   A blank group definition form opens.

2. Type the Name of the new group definition.
3. In the Area field, select from Quotes, Orders, Line Items, or All to designate the area for the group definition.
4. Type a Description of the group definition.
5. Continue to define the new group definition by completing the fields on the form. For example, set the Work Schedule and the Time Zone.
6. Click Add.
7. Click More or the More Actions menu to select Rebuild Group to update the Members and Approvers lists and include any profile record Message group additions or changes made in the profile record.
8. Click Save to save your changes.

To use an existing group record to create a new group definition:

1. Click Request Management > Maintenance > Supporting Files > Groups.

   A blank group definition form opens.

2. Click Search to open a list of group records.
3. Select a record from the list to create your new group record.
4. Change the Name of the group definition.
5. Add or change information on the form to select the applicable information for the new group definition record.

6. Click Add to add the new record.

   Caution: Make sure that you do not click Save because doing so will replace the existing group definition with the new group definition you are attempting to add.

7. Click OK.
8. Click More or the More Actions menu to select Rebuild Group to update the Members and Approvers lists and include any profile record Message group additions or changes made in the profile record.
9. Click Save to save your changes.

Related topics

Group records