Grouping records

After a search has been run you may want to save the group of records returned so that you can access them again; or you may want to save the search criteria used to generate this group of records (especially if the search is quite involved). There are thus two types of group:

Type of Group	Description
Static	This is a set of records generated by a search. The Internal Record Numbers (IRNA unique identifier automatically assigned when a record is created.) of these records are saved as a group so that whenever the group is accessed, the same records will be displayed. It is possible to add records to this type of group. In the various Group boxes (Restore Group, Save Group) accessed from the Tools>Group menu, a static group can be identified by the icon beside the group name and the number of records in the Records column in the Group box:
Dynamic	Rather than a set of records, a dynamic group is the search criteria used to generate a set of records. This includes the actual search terms and any boolean operators or wildcards used to run the search. This allows you to run the same search again. Although the search criteria remain the same, the results set may differ each time the Group is retrieved as the data may have changed. In the various Group boxes (Restore Group, Save Group) accessed from the Tools>Group menu, a dynamic group can be identified by the icon beside the group name and Unknown in the Records column in the Group box. Vitalware has two dynamic group types: Terms- a list of columns and associated query terms. Query- a TexQL statement. A Query group can only be created in the Groups module.

Type of Group

Description

Static

This is a set of records generated by a search. The Internal Record Numbers (IRNA unique identifier automatically assigned when a record is created.) of these records are saved as a group so that whenever the group is accessed, the same records will be displayed.

It is possible to add records to this type of group.

In the various Group boxes (Restore Group, Save Group) accessed from the Tools>Group menu, a static group can be identified by the icon beside the group name and the number of records in the Records column in the Group box:

Dynamic

Rather than a set of records, a dynamic group is the search criteria used to generate a set of records. This includes the actual search terms and any boolean operators or wildcards used to run the search.

This allows you to run the same search again. Although the search criteria remain the same, the results set may differ each time the Group is retrieved as the data may have changed.

In the various Group boxes (Restore Group, Save Group) accessed from the Tools>Group menu, a dynamic group can be identified by the icon beside the group name and Unknown in the Records column in the Group box.

Vitalware has two dynamic group types:

Terms- a list of columns and associated query terms.
Query- a TexQL statement. A Query group can only be created in the Groups module.

Groups can be created and managed using two methods:

From within the source module for the records that make up the group, using the Tools>Group menu options.
Using the Groups module
Note: Certain group management tasks, such as setting some Record Level Security permissions and managing Query type groups can only be undertaken using the Groups module.

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