Special-Event Groups
Create, edit, name in multiple languages, filter and delete special-event groups.
Special-event groups serve to consolidate and structure special events. With their help, special events can be assigned to a common, multilingually named group and thus organised clearly.
This page is intended for administrators. The management of special-event groups is only accessible to users with the corresponding administrator rights.
1. Navigation
The management of special-event groups is accessible via the main menu under Master Data › Special-Event Groups.
2. Overview table
The overview shows all special-event groups in a paginated, sortable and searchable table. Clicking a column header sorts the list by that column in ascending or descending order.
| Column | Description |
|---|---|
| RefId | Unique reference ID of the group |
| Name | Designation of the group (translated into the respective display language) |
| Active | Indicates whether the group is active and thus usable |
| Group | Assigned organisational group (client/subgroup) |
For the name column, the sorting takes into account the language-dependent translation of the selected display language.
Search
The list can be searched via the search field in the toolbar. The search takes into account the reference ID, the internal ID as well as the designations in all languages (German, English, French, Italian).
3. Group filter
The filter bar lets you restrict the table to a specific organisational group.
- Group selection: The organisational group to be displayed is selected via the group search field.
- Current group only: With this option, only groups of the currently selected organisational group are displayed. If the option is disabled, groups from subordinate groups also appear.
Note: The option "Current group only" is not available to subcontractor groups.
4. Toolbar
The toolbar of the overview provides the following functions:
- Add / Edit: Opens the form for creating a new group or editing a selected group. The buttons are shown depending on the permissions of the logged-in user.
- Delete: Removes the selected groups (see Section 6).
- Select all / Clear selection: Selects all groups on the current page or clears the selection.
- Refresh: Reloads the table.
- Search: Shows the search field.
- Excel export: Exports the current view of the table to Excel.
- Apply template: Applies a saved layout template to the table.
- Layout functions: Allow adding a template, resetting the view as well as adjusting settings and templates.
5. Create or edit a group
A new group is created via "Add", while an existing, selected group is opened via "Edit". In both cases a dialog with the tabs General and Translations appears.
Procedure
- Open Master Data › Special-Event Groups.
- Click "Add" or select an existing group and click "Edit".
- Fill in the fields on the General tab.
- If required, record the language-dependent designations on the Translations tab.
- Save.
Fields on the "General" tab
| Field | Description |
|---|---|
| RefId | Unique reference ID of the group. Mandatory field; may occur only once per group. |
| Name | Designation of the group. This field is shown read-only; the designations are maintained on the "Translations" tab. |
| Group | Organisational group to which the special-event group is assigned. Selection via a drop-down list. |
| Active | Controls whether the group is active and available for use. |
Note: The RefId must be unique. If a RefId that has already been assigned within the group is used when saving, the system rejects this with an error message and the operation is not saved.
"Translations" tab
On the Translations tab, the language-dependent designations of the group are recorded. A separate designation can be stored for each supported language. In the overview and elsewhere in the application, the designation of the current display language is displayed.
6. Delete a group
Groups that are no longer needed can be removed from the overview. The delete function depends on the user role and is only shown to authorised users.
- Select one or more groups in the list.
- Click "Delete" in the toolbar.
- Confirm the security prompt.
The groups are then removed by deactivation (soft delete).
Caution: A group cannot be deleted as long as special events are still assigned to it. In this case the system cancels the operation and displays a corresponding notice. First remove the assignment of the affected special events and then repeat the delete operation.
7. Column configuration and saved view
The columns of the overview are generated automatically from the stored field information. Column display, arrangement, sorting and filters can be adjusted per user and are saved across sessions. The layout functions of the toolbar additionally allow templates to be created and applied as well as the view to be reset to the default at any time.
8. Notes
- Access to this page is restricted to administrators.
- Creating and editing groups require the corresponding user permissions; without these, the associated buttons are not shown.
- All changes to groups are logged in the system.