Home > Setting Up and Managing Processes > Element Items and Element Item Groups > Creating an Element Item Group Entry

Creating an Element Item Group Entry

To add an {Element} Group entry:

1. Click on Element Items… in the Process Management tab.

   A drop-down menu appears that contains the elements that you have previously defined.

   

   Note: The element items on your screen may be different from the element items that appear in the above figure, since these are all user-defined elements.

   
   

2. Click on an element item in the drop-down menu to open the Manage {Element} screen. For example, click on Client to open the Manage Client screen.

   Note: Since the element items are user-defined, each organization may have its own element items. Therefore, in these pages, we have referred to the element item as “{Element}”. Replace this with the name of the element that you click on. For example, if you click on “Client”, the Manage Client screen will appear, whereas if you click on “Project”, the Manage Project screen will be displayed.

   

   Note: Since the element items are user-defined, each organization may have its own element items. Bear in mind that since these are all user-defined elements, the items on your screen may be different from the items that appear in the figures on these pages. As an example, in these pages we will see how to manage (add/edit/delete) Client entries. Though the screens may be different, the steps to be followed will be the same for any item under the Element Items… button.

   
   

3. Click the Add button in the {Element} Group panel.

   The {Element} Group dialog box will appear.

   

The following table describes the various items in the Employee Group dialog box—

Item	How to use the Item	Default Value (if any)
Group Name	Type a unique name for the group.
Not in group	The Not in group panel displays the names of {Elements} which have not been assigned to the group.
In group	The In group panel displays the names of {Elements} which have already been assigned to the group.   Note: If you are creating a new entry, the In group panel will be empty until you add {Elements} to the group.
The Add button	Select one or more {Elements} names from the Not in group panel and click the Add button to add the {Elements} to the group. When you click the Add button, the {Element} names that you have selected will shift to the In group panel, indicating that the {Elements} are now members of the group.
The Remove button	Select one or more {Elements} names from the In group panel and click the Remove button to remove the {Elements} from the group. When you click the Remove button, the {Element} names that you have selected will shift to the Not in group panel, indicating that the {Elements} are no longer members of the group.




4. Once you have made all the selections and specified the other details, do one of the following—

   Do this...	To...
   Click the Save & New button	Save this {Element} Group entry and start creating a new {Element} Group entry.
   Click the Save & Close button	Save this {Element} Group entry and return to the Manage {Element} screen.
   Click the Cancel button or the Close button on the top right corner of the {Element} Group dialog box	Return to the Manage {Element} screen without saving the new {Element} Group entry.

See also