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Welcome to PMG Support

Edit Groups

PMG Support
  • Updated

This is a tool that is located on the Management section of the Edit tab.

Function

The Edit Groups interface () is used to create, save, or delete groupings of columns designated for editing. The Edit Groups interface specifies which columns will be shown in Basic Editor.

Controls

There are some controls offered in this interface:

Control Used To...
Edit Group Dropdown Select an existing Group to view, edit, or delete. 
Type Dropdown Display the chosen type (Segment/Point); if the user wishes to change the type, they must clear the "Selected Columns."
Add New Button Create a new Group.
Add Button Select and add an Available Column to Selected Columns. 

Remove Button

 Select and remove one column from Selected Columns.
Remove All Button Remove all Selected Columns.
Up and Down Arrow Buttons Select and reorder columns within a Group. The column order in the "Selected Columns" box will reflect the display order in Basic Editor.
Group Name Textbox Edit, view, or input the unique Edit Group name. The group name can be changed by clicking in the textbox, editing the name, and clicking the Save Changes button.
Delete Button Delete the currently selected Group. 
Save Changes Button Save changes made to the selected Group.
Discard Changes Button Discard changes made to the selected Group.
Plus and Minus Buttons Expand or collapse the data items list in the Available Column. A selection here modifies the Selected Columns.

Edit/Create Groups

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 on the left side of 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. Click on a data item to select it, then click the "Add >" button to add data items to the "Selected Columns" table.
  4. Click on a data item to select it, then click the "< Remove" button to remove data items from the "Selected Columns" table. To remove all data items, click the "<< Remove All" button.
  5. Edit or add the name in the "Group Name" textbox if needed.
  6. Click the "Save Changes" button after ensuring that there is at least one column and a name present.

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