The Edit Groups interface is used to create, save, or delete groupings of columns designated for editing. The Basic Editor uses Edit Groups to add additional columns for viewing and editing in its interface.

Location

The Edit Groups interface can be accessed in two ways. For one, users can navigate to the Edit tab; under the Management section on the menu ribbon, the "Edit Groups" icon can be found and selected.

Alternatively, users can access the Edit Groups interface directly from Basic Editor (Edit tab > Data Editing section). To do this, the user can click into the Edit Group picklist, then choose the "Select Columns..." option.

Edit/Create Groups

Regardless of the method of access, this interface will result when Edit Groups is selected:

To edit or create groups, users can follow these six steps once they are in the Edit Groups interface:

1. Select a value in the "Edit Group" picklist to edit an existing group or click the "Add New" button to create a new group.
2. Use the "+" and "-" buttons in the "Available Columns" box to find the desired data items. When the interface shows a plus sign, the data items for each major category are hidden; when the interface shows a minus sign, the data items are expanded on the interface. 
3. To add data items to the "Selected Columns" table, click on a data item to select it. Then, click the "Add >" button. To quickly add TOPS items, click the "Select TOPS" link.
4. To remove data items from the "Selected Columns" table, click on the data items to select them. Then, click the "< Remove" button. To remove all data items, click the "<< Remove All" button. To quickly remove TOPS Items, click the "Deselect TOPS" link.
5. Edit the name in the "Group Name" textbox if needed.
6. After adding the desired data items/columns, click the "Save Changes" button. The Edit Groups interface requires at least one column and a name in order to save.

Once a group is created or edited, the changes will be reflected in Basic Editor.