Group Clients

Overview

Use the Group Clients screen to manage client groups. A group is a named collection of clients that can share an update schedule. Search for a group, open it to manage members and its schedule, or create a group.

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Figure: Interface overview of the Group Clients screen.

Key tasks

  • Browse and search groups.
  • Open a group to manage its members and schedule.
  • Use Add to create a group.

Interface elements

Element / Field Name Type Description & Triggered Action
Search Field Free-text search box (with a search icon) used to filter the group list by name. Supports clearing the search with the built-in clear icon.
Add Button Opens the Create/Edit Group dialog to register a new group.
Filters Button Toggles a filter panel with additional filtering options (only available when the list is not shown as a sub-list of another screen). See Filters below.
Group list item Grid/List Row Each row displays the group's name as the title and its description as the subtitle, with a people icon. Clicking a row navigates to the Group Detail screen for that group.

Filters

The Filters toggle reveals a panel with additional ways to narrow the group list. It is only available when the list is not shown as a sub-list of another screen.

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Figure: The Filters panel on the Group Clients screen.

Element / Field Name Type Description & Triggered Action
Schedules (filter) Field Filters the group list to only groups associated with the selected schedule.
Clients (filter) Field Filters the group list to only groups that contain the selected client.

Create or edit a group

Use this dialog to create a group or edit an existing group. Its title is New Group or Edit Group, depending on the action.

  • Specify the Name of the group. Required.
  • Specify the Description of the group. Required.
  • Optionally assign a Schedule to the group, controlling when the group's clients are allowed to receive updates.
  • Submitting the dialog creates a new group, or updates the existing one if editing.
Element / Field Name Type Description & Triggered Action
Name Field The display name of the group. Required.
Description Field A free-text description of the group's purpose. Required.
Schedule Field Selects an existing Schedule to associate with the group, controlling when its clients receive updates. Optional.
Cancel Button Closes the dialog without saving changes.
Submit Button Saves the group (creates it if new, or updates it if editing) and closes the dialog.