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Others (Reference Groups)

Overview

The Reference Groups section allows administrators to create and manage groups that can be used to organize and categorize reference data within the application.

Reference Groups help keep related references structured, making them easier to manage and reuse wherever they are required.

Add a Reference Group

To create a new Reference Group:

  1. Navigate to Modules → Reference Groups.
  2. Click Add.
  3. Enter the Title for the Reference Group.
  4. Click Submit to create the group.

Upon successful creation, the system displays a confirmation message.

Example:

Add: Success!
Reference Group [Akshit] Added successfully.

Reference Group Details

The following field is required while creating a Reference Group:

Field Description
Title Enter a unique and meaningful name for the Reference Group.

Reference Groups List

After creating a Reference Group, it appears in the Reference Groups list.

The list displays:

Column Description
Title Displays the name of the created Reference Group.

Example:

Title
XYZ

Manage Reference Groups

Administrators can:

  • Create new Reference Groups.
  • View all existing Reference Groups.
  • Organize reference data using meaningful group names.
  • Maintain a structured list of references for future use.

Best Practices

  • Use descriptive and unique titles for Reference Groups.
  • Create separate groups for different types of reference data.
  • Keep group names consistent for better organization.
  • Review existing groups before creating new ones to avoid duplicates.

Important:
A Reference Group is created only after entering a valid Title and clicking the Submit button. Once added successfully, it will appear in the Reference Groups list.

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