Create a group
This process element allows you to create Intrexx Share groups via a process.
Create a group
You can find the "Create Group" action in "Processes" under the "Elements" section. It belongs to the "Actions - Intrexx Share" category. From there, it can be dragged and dropped into the desired location in the process chain and then configured. General information on creating process elements can be found here.
Once you have created the "Create Group" action on the workspace, double-click the element to open the Properties dialog box.
General
You can find all the information about this dialog here.
Click "Next."
Group
You can edit the group's title and description here by clicking " 
" and then "Edit Title or Description."
Title / Description
Static Text
You can enter text here that will be displayed as the group's title or description.
Text from data field
Here, you can select a data field whose values are used to dynamically generate the title.
Text from System Value
The title or description may also be provided by system values.
Edit System Value
Opens a dialog box where a system value can be defined.
Click "OK" to save your changes and close the dialog box.
Creator
The group creator is listed here.
Edit Creator
Opens a dialog box where a user can be selected. The creator of a group is automatically the group's moderator unless this setting has been changed.
Image
This is where the source of the selected image for the group is displayed.
Select an image
Opens a dialog box where you can configure the image source.
Image
No image
With this option, the group is displayed without an image.
Image from data field
Here, you can select a data field that contains images. The group photo is then generated dynamically.
Image from System Value
System values can also be used to embed images. If a system value has been defined for displaying images, the system value type is displayed here.
Edit System Value
Opens a dialog box where a system value can be defined.
Click "OK" to save your changes and close the dialog box.
Visibility
Publicly visible
A public group is visible to every Intrexx Share user. All posts written by group members are also visible to non-members. However, posting comments or performing actions such as "Like," "Remind Me," and "Share " are reserved for members only.
Partially visible
The description of a group with restricted visibility is visible to all Intrexx Share users. Members and membership fees are not displayed to non-members.
Not visible
The group, its members, and their posts are displayed to members and people to whom the group has been recommended. Public and limited-visibility groups allow non-members to apply for membership. The group moderator can approve or reject the application accordingly. Members of hidden groups can be added by the group moderator. Users who have been recommended a private group can also join it directly.
Options
Enable the application process
With this setting, users can apply to join groups that are visible to the public.
Members can recommend the group
This setting allows group members to notify other users about the group.
Display a notification that the group has been created in the News feed
With this setting, new public or restricted-access groups are automatically announced in the news feed.
Close Group
Starting with Intrexx Share 2.0, groups can be made private. No posts or comments can be made in closed groups. Actions such as "Like," "Remind Me," and "Share " are also disabled.
Members can create connections (starting with Intrexx Share 2.0)
Set the appropriate option when creating the group. You can find more information on the topic of "Connections" here.
Click "Next."
Moderators
The creator automatically becomes the group moderator.
Static Users
Here is the list of selected permanent moderators.
Add a User Object
Opens a dialog box where one or more users can be selected and added.
Delete User Object
Removes the currently selected moderator from the group.
User from data field
Here, users can be dynamically retrieved from data fields that contain user GUIDs or IDs.
Users from a data group query
Application, Data Group, Data Field
Filtered data, including data from other applications, can be used here. The data field you select here must contain the GUIDs or IDs of users.
Edit Filter
Opens a dialog box where you can create the filter.
Current User / Supervisor / Deputy
With this setting, the current user is automatically designated as a moderator of the group. The same applies to the current user's supervisor and deputy, if the corresponding setting is enabled.
System value
The moderator GUIDs or IDs can also be derived from a system value.
Edit System Value
Opens a dialog box where the system value can be defined.
Click "Next."
Members
Members
You can specify the members of the group here. The selected creator and the moderators are automatically members of the group and do not need to be explicitly selected.
Static Users
Here is the list of selected permanent members.
Add a User Object
Opens a dialog box where one or more users can be selected and added.
Delete User Object
Removes the currently selected member from the group.
User from data field
Here, users can be dynamically retrieved from data fields that contain user GUIDs or IDs.
Users from a data group query
Application, Data Group, Data Field
Filtered data, including data from other applications, can be used here. The data field you select here must contain the GUIDs or IDs of users.
Edit Filter
Opens a dialog box where you can create the filter.
Current User / Supervisor / Deputy
With this setting, the current user is automatically a member of the group. The same applies to the current user's supervisor and deputy, if the corresponding setting is enabled.
System value
The member GUIDs or IDs can also be derived from a system value.
Edit System Value
Opens a dialog box where the system value can be defined.
Click "Next."
Options
Make the group's record ID available in the processing context
Ensures that the group's record ID is available in a variable for use later in the process.
Variable Name
Enter the name of the variable here.
Click "OK" to complete the group configuration.
Exception Handling
Exception handling can only be configured in the Properties dialog for process elements that have already been created. This setting determines whether the transaction should be canceled or continued if a moderator does not have a profile in Intrexx Share or if the Groups module is hidden in Intrexx Share. To do this, click "Configure Exception Handling" under " " in each case.
