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Adding multiple records to a group

If you have group access rights, you can:

Add multiple records of the same entity type to any static group.
Add records by searching on a standard entity search screen, or using an advanced search.
Add all of the records of one group to another group, provided both groups are based on the same entity.

When adding multiple records to a group, you can receive an onscreen message if you attempt to add a record that is already in the destination group.

You cannot add records to group if you do not have the correct security rights. Instead, you receive a notification explaining that the records are not available to you.

See Also:

Creating a group

Creating a group from the Groups tab

Creating a group from the Wave Activities tab

Creating a group based on a primary entity search

Group action buttons

Adding multiple records to a group using Find/Saved Search

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