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Technical overview of groups
Group Building. Groups are based on SQL views generated by queries. These retrieve records based on specified entity IDs. You can specify which view a group is based on.
A System Administrator can add and/or edit views in Administration | Customization | <Entity> | Views. To filter a group result, use any of the fields available from a view, or use key attribute data.
Group Storage. Groups can be static or dynamic:
- A static group stores both the query that generated the group and the list of returned records. When you open a static group, it returns the list of records that were last added to the group. The contents of these groups must be manually refreshed.
- A dynamic group stores only the query that generates the group contents. Each time you open a dynamic group, the query is run and the group contents are refreshed.
See Also:
Creating a group
Refreshing a group
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