Related topics

Understanding Groups

Updating Groups

Sorting Groups

Understanding and Specifying Criteria

Predefined Groups

Creating Groups

How do I create a group with specified criteria?

You can create groups of assets based on any asset attributes specified in the general information fields or book information fields, unless the field has been hidden from view. Therefore, a group is a request to search the current company for assets matching criteria you specify. To create groups, you should understand how to apply criteria to build expressions. See Understanding and Specifying Criteria.

You can use Group Manager to create a new group, and to edit, rename, delete, or copy an existing group.

Note: As a precaution, the application does not permit you to edit or delete the All Complete Assets group or the All Incomplete Assets group.

Before creating your first group, make sure you read Understanding Groups.

  1. Select Customize/Group Manager from the menu bar.
  2. In the Enter New Group Name field, type a name for the group you are creating, then select the Add button. The system displays the Add Group - [Group Name] window.
  3. Complete the Field Criteria tab and Sort Criteria tab, then select OK. The system returns to the Group Manager window.
  4. Select the Close button to close the Group Manager window.
  1. Select the assets in the Asset List that you want to form into a group.
  2. Select Asset/Save Selections from the menu bar. The system displays the Save Selections window.
  3. Type a name for the group in the Enter New Group Name field, then select OK. The system saves the selected assets as a group. The system defines the criteria of the group based on the System Numbers of the selected assets.