How to manage groups in the Groups module

Vitalware has always enabled users to assign a name to a group of records and subsequently retrieve that group. Users have also been able to add records to a group, allowing a complex set of records to be assembled over time. Information about a group is stored in the egroups table, but until Vitalware 2.0.03 this table was hidden from users and maintained via the Vitalware client: when a user adds to or saves a group, the egroups table is adjusted automatically.

The Groups module was added to Vitalware with Vitalware version 2.0.03. Now, as well as using the Tools>Group set of menu commands to manage groups, users have the option to insert, update and delete groups using a familiar module interface.

Three types of groups are supported:

  • Static - a list of record IRNs
  • Terms - a list of columns and associated query terms
  • Query - a TexQL statement

Group permissions use Record Level Security to determine which operations are available for which users. The creator of a group, or someone with permission to alter security settings, can assign other users the permission to manipulate the group. Available permissions are:

  • display - a user can retrieve the group
  • edit - a user can add or replace records in the group
  • delete - a user can delete the group
  1. Search the Groups module for the group.
  2. Select the Static, Terms or Query tab.
  3. Click View View Attachments.

    For a Static group, for instance, View View Attachments is beside the Group IRNs list:

    The source module (Parties in this example) will open and retrieve all records in the group.

To delete a group record in the Groups module:

  1. Select File>Delete>Current Record from the Menu bar.

    A message displays requiring confirmation of the deletion:

  2. Click Yes to delete the group.