Groups screen (Modern)

Creates one or more groups to associate with an app.

Background and Setup

Prerequisites

Good to Know

How to Start

  1. In App Builder, in the Modern Add an App Experience, create a form-based app.

    For more information, refer to:

  2. On the Anything else right now? screen, in the Groups and Roles field, click Create.
  3. Click the Groups tab.

Groups > Basic Group Information tab

Specifies the basic information for a group.

Figure: Groups > Basic Group Information tab

Basic Groups Information tab

Fields

Field NameDefinition

Group Name
Function:
Specifies the name of your group.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

Description
Function:
A description of the group.
Accepted Values:
More than one line of text.
Default Value:
None

Group Lead
Function:
Shows the name of the manager or head of the organizational unit for the group.
Accepted Values:
A group lead name from the list.
Default Value:
None

Groups > Members tab

Adds the list of members in a group.

Figure: Groups > Members tab

Members tab

Fields

Field NameDefinition

Search Search icon
Function:
Does a search for the user to add to your group.

Add Selected Users Add Selected Users icon
Function:
Adds members to a group.

Current Members
Function:
Shows the list of members added for a group.
Accepted Values:
Read only.
Default Value:
None

Type
Function:
Shows the type of members added for a group.
Accepted Values:
Read only.
Default Value:
None

Delete Remove icon
Function:
Deletes the member from the group list.
To Open this Field:
  1. Add a member to the group.

Groups > Access Rights tab

Adds the roles for a group.

Figure: Groups > Access Rights tab

Access Rights tab

Fields

Field NameDefinition

Search Roles
Function:
Lets you find the specified role.
Accepted Values:
A role name.
Default Value:
None

Select All
Function:
Selects all the fields on the tab.
Accepted Values:
  • Selected - Selects all the fields on the tab.
  • Deselected - Selects only the necessary fields.
Default Value:
Deselected

Role List
Function:
Specifies if you want to associate roles with a user.
Accepted Values:
  • Selected - Lets you to associate roles with a user.
  • Deselected - Does not let you associate roles with a user.
Default Value:
Deselected

Access Rights
Function:
Shows the permissions associated with all the active roles for the user.
Accepted Values:
Read only.