Groups let you display a sub-set of a chart that meets criteria you define. All boxes that do not belong to this sub-set (or group) appear shaded when the group is selected.
The following example chart shows a group classified as full-time employees. Contract and part-time employees are not included in this group so they appear grayed out (disabled). Example
You can define any number of groups for a specific domain. Use the Extras tab (in the Properties page for a view) to make a group available within a view.
To create a group:
1 In the Admin Explorer, select Groups within a domain to display the Groups page.
2 Click the Add button to open the Add dialog box.
3 Enter a name for the Group in the Group name text box.
4 Define the group selection criteria, using the wizard or enter criteria manually.
5 Define the Display Options for boxes and boxes content:
Gray boxes not in group: Grays out (disables) boxes that do not belong to the group.
Hide boxes not in group (preserve hierarchy): Hides boxes that do not belong to the group unless the box is required to maintain the hierarchy of the chart.
Hide content if not in group: Hides the content of boxes that do not belong to the group.
Gray content if not in group: Grays out the content of boxes that do not belong to the group.
6 Click OK.
To delete a group:
1 Click the Delete checkbox(es) for the group(s) you want to delete.
2 Click the Delete button.
To copy a group:
1 Click the Copy button.
2 In the Copy Groups dialog box, select the Group to copy from the drop-down list.
3 Enter a new Group Name, and click OK.
You can also upload groups from an OrgPlus desktop template by using the Upload button. You can create a new group or overwrite an existing group by uploading an OrgPlus 6, 7, or 8 template file.
To upload a group from a template:
1 Click the Upload button in the Groups page.
2 In the Upload dialog box, click the Browse button to locate and select the template you want to upload.
3 Click the Upload button. When the template is done being uploaded, the group or groups associated with it are added to the Groups list.
If the template you selected has no groups associated with it, you see a warning message and the template is removed from the File name text box.
