A named set of items that other records name instead of listing every item: trade scheme conditions and benefits, discount group rules, tax group rules, incentive targets, cycle counts, selling-scope mappings, branch time slots, focus products and complaint faults. Members are kept on the group's Members tab, added by hand or built from the Rules tab by the Process Members action. Only the scheme engine and discount rules check the group's type; the other features accept a group of any type.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Description | Description | Text | | Free text describing which items belong in the group. |
DynamicMemberType | Dynamic Member Type | PickList | | Intended to say where members come from. There are no standard values, and Process Members applies the Rules tab whatever it holds. |
Id | Id | Guid | Yes | |
ItemGroupType | Item Group Type | PickList | Yes | What the group is for. Required. Standard values: Complaint, Tax, Discount, Scheme. Trade schemes only see members of Scheme groups and discount group rules only members of Discount groups; the value is compared as exact text. Tax group rules, incentive targets, cycle counts, selling scope, time slots and the other consumers ignore the type. Values: Complaint, Tax, Discount, Scheme. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | The group's name, shown wherever the group is picked. Required. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
ReportId | Report | Text | | Not used. Report-sourced membership is not supported. |
RuleSuccessCriteria | Rule Success Criteria | PickList | | How the Rules tab conditions combine when Process Members runs. Recognised values: Any Rule Is Met, All Rules Are Met, Custom Logic Is Met and Always (No Criteria). There are no standard values, so an administrator adds them to the field's picklist. Empty, Always (No Criteria), or no conditions at all makes every item a member; any other unrecognised value requires every condition to hold. |
RuleSuccessCustomLogic | Rule Success Custom Logic | Text | | An expression over the conditions' positions on the Rules tab, such as 1 AND (2 OR 3), where 1 is the top condition. Read only when Rule Success Criteria is Custom Logic Is Met. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Delete in page. |
EditInList | Edit | Edit | Edit |
EditListHeader | Edit | EditInline | EditListHeader |
New | New | New | New |
ProcessMembers | ProcessMembers | ServerAction (ProcessMembers, async) | ProcessMembers |
UIAction | UI Action | UIAction | UI Action |
