Tab "Groups management"
π₯Groups Management
This section is accessible from the main navigation bar alongside: Service management | Attribute management | Connection management | Groups management | Company management | Custom fields.
π List of Groups (Tab 1)
A grid displaying all existing groups with the following columns:
Column | Description |
|---|---|
Group name | Name of the group |
Parent group | The parent group (if any) |
Group description | Short description of the group |
Is active | Checkbox β whether the group is active |
Max user per group | Maximum number of users allowed |
Group max users overflow allowed | Checkbox β whether exceeding the limit is allowed |
Right-click context menu:
βοΈ Edit | β New | ποΈ Delete | π Copy with header
π Group Details (Tab 2)
Form for creating/editing a group. All fields marked with * are required.
Field | Type | Description |
|---|---|---|
Parent | Dropdown | Select parent group (optional) |
Group name * | Text input | Name of the group |
Group description * | Text input | Description of the group |
Max number of users * | Number input | Maximum allowed users in the group |
Users over | Checkbox | Allow exceeding the user limit |
Is active | Checkbox | Mark the group as active |
πΎ Save button in the toolbar.
π Group Connections (Tab 3)
This tab contains 5 sub-tabs:
Group Reports Grid showing assigned reports with columns:
rep_id,rep_nameRight-click menu: βοΈ Edit | β New | ποΈ Delete | π Copy with header
Add Report Form for linking a report to the group.
Report * β Dropdown with searchable list of available reports (e.g. "Customer cart", "GEO lokacije", etc.)
πΎ Save button
Report Group Connection Grid showing report-to-group data connections with columns:
Data name,Group nameRight-click menu: βοΈ Edit | ποΈ Delete | π Copy with header
Report Group Connection Details Form for editing a report connection:
Field | Type | Description |
|---|---|---|
Table name | Read-only | Name of the data table (e.g. tblCartItem) |
Table connection | Read-only | Current connection name (e.g. Deco-Art) |
New connection * | Dropdown | Select a new connection from the list (API, SQL SERVER options available) |
πΎ Save button
Group Users Grid showing users assigned to this group with columns:
Username,Is group admin,Group nameCurrently shows no records.
Group Connections Grid showing parent/child connection pairs:
Parent connection,Child connectionRight-click menu: βοΈ Edit | β New | ποΈ Delete | π Copy with header
Entity Connections Details Form for creating a group connection. All fields marked with * are required.
Field | Type | Description |
|---|---|---|
Parent connection * | Dropdown | Select base connection (API / SQL SERVER options) |
Child connection * | Dropdown | Select host connection (same list of options) |
πΎ Save button
Child Group Grid showing child groups assigned to this group with columns:
Group name,Group description,Is activeCurrently shows no records.
βοΈ Custom Fields (Tab 4)
Allows assigning custom fields to a group.
Custom Fields list view:
Custom fields * β Dropdown/search to select a custom field (e.g. "Merchant ID")
β Button to add the selected field
Grid below shows added fields with columns:
Field Description,field_id,Field name,id,is fixed value
Custom Fields Details (sub-tab): Form for editing a custom field assignment:
Field | Type | Description |
|---|---|---|
Field name * | Text (read-only) | Name of the custom field (e.g. Merchant ID) |
Field value * | Text input | Value to assign to this field |
Is fixed value | Checkbox | Whether the value is fixed (cannot be changed by users) |
πΎ Save button