Groups

Groups screen

In the left menu on the Administration Module home page, click to display the Groups screen.

Menu banner

Buttons	Remarks
Refresh	Refreshes the group list displayed
New group	Displays a blank form to add a new group

Filters

External filters	Remarks
Filter drop-down list	Filters by specified criteria (e.g. name, description, email address, etc.); see next table
Search	Searches for groups by name, description, etc.
Directory drop-down list	Displays the specified group directory
Type drop-down list	All Directory: A group of users from a single directory (created by a synchronization or defined within WorkflowGen) Virtual group: A virtual group of users from a single directory filtered by an SQL-like query (directory filter)

Filter drop-down list *	Remarks
ADS Path	Filters by group's ADS Path
Common name	Filters by group's common name
Description	Filters by group’s description
Disintguished name	Filters by group's distinguished name
Email	Filters by group's email address
Group code	Filters by group's group code
Name	Filters by group's name
Query	Filters by group's query
System identifier	Filters by group's system identifier (SID)

* A filter can be applied to part of a field.

Groups list

Columns	Remarks
Multi-select checkboxes	Clicking one or more checkboxes will display buttons to: Delete the selected group(s) Activate the members of the selected group(s) Deactivate the members of the selected group(s)
Name	Name of the group (click to open the group form in edit mode)
Description	Description of the group
Users	Number of users associated to the group (a link displays the corresponding users)
Directory	Group directory

Group form

Click a group name to open its form, which contains the following sections and fields.

Sections / Fields	Remarks
General
Directory	Group directory
Name	Unique identifier for the group in the directory (required field)
Description	Group description (required field)
Synchronized	If checked, the group is managed by the directory synchronization
Associations
Virtual group query	Statement allowing a group definition based on query parameters (directory filter); see below for query examples
	Help on query syntax (field name list)
Test	Query syntax test and query result
Users	Number of users associated to the group (a link displays the corresponding users); see Associated users below for more information
Properties
Email	Group's email address
Group code	Group's code
LDAP ADsPath	Group's LDAP ADsPath string
Common name	Group's common name
Distinguished name	Group's distinguished name
System identifier	Group's SID

Associated users

Users are associated with a group only when the group is saved (at creation or when manually re-saved). If synchronized, the user list is refreshed at the time of the synchronization. If no synchronization has been defined for that directory, users in the virtual groups of that directory will not be updated automatically.

Query examples

• User of a group: {ISMEMBER(FINANCE)}

• Users from a defined city: CITY = 'LOS ANGELES'

• Combinations, such as: Country='USA' and {ISMEMBER(FINANCE)}

Deleting a group

Deleting a group does not delete the associated users.