Item Group Editor - Creating Groups

Modified on Wed, 09 Mar 2022 at 10:32 AM

Creating a Group 

After you have compiled a list of items, you can save the list as a Group. You can archive the groups, add items to an existing group, merge and remove groups. When you create a group of items, you can save or archive a snapshot of the item values of each item. This allows you to restore the affected value of each item in a single action. If you want to be able to revert back to the original settings of an item, you must first save your original list of items as a Group and then Archive the values before you make any changes to the items. See page 10 for more information about Archiving. 

To Create a Group:

  1. In the Tech Module, click on the Item Group Editor Wizard. 
  2. Perform your search using either a single or multiple field query.
  3. Move the items you want to include in the group into the Item List using the Add Selected or Add All Helpers. 
  4. Click Create Group.
  5. In the next window you must name your Group. For each list you create, please precede the name of the list with your library three letter code. You can use up to eighteen characters. Example: SEO JUNE NEW ITEMS or STE DVD LIST
  6. You can also enter a Description of your group using up to seventy characters.
    1.  Click the Create Group button.

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