Originator Groups
An originator group is a named set of originators. Filters on features, views, and reports can target the group instead of listing each originator.
An originator can belong to more than one group. Membership is stored on the group.
Originator Groups Window
Columns:
| Column | Description |
|---|---|
Group name |
Unique group name. |
Originators |
Number of originators in the group. |
Description |
Optional comment from the group editor. |
Without permission to change groups, the window is Read Only (Edit… becomes View…).
Add a Group
-
Click Create New.
-
Fill Group Properties.
-
Click Create.
Name is required and must be unique.
Duplicate a Group
Select a group → Duplicate. The editor opens with a copy of the name, description, and originator set. Create writes a new group.
Delete a Group
Select a group → Delete → confirm.
Deleting a group does not delete its originators. Filters that named that group no longer resolve to those members.
Group Properties
| Setting | Description |
|---|---|
Name |
Required unique name. |
Description |
Optional comment (under Name). |
Originators |
Members of this group. Select Originators… opens the picker. |
Membership can also be changed from an originator’s Groups property. Both edits update the same group record.