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Adding a group to an element

Written by Océane Saez

Why add a group to an element?

You can add one or more elements to a group when you want to update the list of elements present in the group.

How do I add a group to an element?

To add a group to an element, simply:

  1. Click “Elements”

  2. Filter the element

  3. Click on the element

  4. Click on “Add”

  5. Choose the group — two options:

    • New group:

      1. Enter the group name

      2. Select the site

      3. Select the regulation

      4. Choose whether the group is synchronized or not

      5. Click on the “Create and link” button

    • Existing group:

      1. Enter the group name in the search field

      2. Click on the existing group

      3. Click on the “Link” button

How do I add several elements to a group?

To add several elements to a group, simply:

  1. Click on **“Elements”**Note: please select a single site and a single regulation.

  2. Filter the elements you want to add to the group

  3. Select the elements to add using the 🔲 iconNote: if you want to select all elements, click directly on the 🔲 icon next to the “Grouped actions” button.

  4. Click on “Active filters”

  5. Click on “Add to a group”

  6. Choose the group — two options:

    • New group:

      1. Enter the group name

      2. Select the site

      3. Select the regulation

      4. Choose whether the group is synchronized or not

      5. Click on the “Create and link” button

    • Existing group:

      1. Enter the group name in the search field

      2. Click on the existing group

      3. Click on the “Link” button

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