Click a relevant topic to continue:

Pre-requisites:

Role privilege, as mentioned below, on the project in which a new distribution group is to be created:

Below are the steps to define and manage distribution groups in a project:

1. In the 'Projects' area, navigate to the project where distribution groups are to be defined or managed.

2. Right-click the required project. Select 'Settings', then 'Distribution Groups'.

Alternately, mouse over the project thumbnail in the thumb view and click the icon. A layered page opens. Click 'Distribution Groups'.

3. It opens the 'Manage Distribution Groups' window, where you can add new distribution groups. You can edit the details of any existing distribution groups or delete them if needed.
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4. Click the 'Add Distribution Group' button to create a new distribution group. A new blank record is added. Enter a group name and group type.

Enter the distribution group name. Select 'Documents', 'Apps'(forms), 'Dashboards', or 'Filters' from the 'Type' dropdown to define group type. You can edit the name of any existing group from here.

To assign users, click or type in the characters in the distribution list box. You can view suggested names for roles, organisations, and users based on the search keyword you enter. You can search for users in existing groups by entering their email address. You can also change the configuration of existing groups.

To assign tasks to other users with timelines, click the user record and select appropriate values from the drop-down list. You can also change tasks and task times for existing distribution group members.
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When you create a form distribution group, you must verify that the user tasks you select within the distribution group are correlated and enabled in the relevant form settings; otherwise, the specific task will not be distributed. Below is a table to help you understand the correlation between the task types available when creating a form distribution group and the tasks available in the settings for any specific form type.

Selected task types, including 'For Comment', 'For Comment Coordination', 'For Comment Incorp.', and 'For Publishing', are not applicable for forms. Hence, they shouldn't be used specifically while creating form distribution groups.

Tasks cannot be assigned if you create a distribution group of 'Dashboards'/'Filters' type, as these groups are intended solely for sharing.

Note: During a distribution, the calculation for the number of days for the task to be completed may depend on the working days and/or holidays defined in the working calendar.

You can change the access permissions by clicking relevant roles, organisations, or user names in the 'Security' field and selecting the appropriate option. You can also change the access rights of roles, organisations, or users in any existing group.

5. Click 'Save' to confirm creating a new distribution group or finish editing any existing group.

Click 'X' against any distribution group record to delete it (if required).

You can edit multiple distribution groups simultaneously. Editing includes changes in the distribution list and security (i.e. access control).

1. Select the checkbox against the distribution groups which are to be modified.

2. Click the 'Bulk Apply' button at the top right corner of the screen, and a new pop-up window appears.

3. Select the distribution list from the 'Change Type' dropdown to:
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Add new users to the selected group - Select the 'Add User' option.
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Remove users from the selected group - Select the 'Remove Users' option.
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Change user tasks in the selected group - Select the 'Change Task' option.
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To add new users, select the users to be added from the users list on the left and click the right arrow button. Multiple selections by pressing the 'Ctrl' key are allowed.
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Choose the appropriate task and select the task time (in number of days) for each user. The 'Bulk Apply' option is useful in quickly applying the same task and timelines for multiple selected users in the chosen distribution group.
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Note - During distribution, the calculation for the number of days for the task to be completed depends upon working days and holidays defined in the working calendar, if any.

4. Select 'Security' from the 'Change Type' dropdown to:
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Add permission to users in selected groups - Select the 'Add Permission' option.
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Remove a user's permission from the selected group - Select the 'Remove Permission' option.
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Change a user's permission in the selected group - Select the 'Change Permission' option.
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To add new permissions, select the users from the list on the left-hand side and click the right arrow button. You can select multiple users by holding down the 'Ctrl' key. Then, choose the appropriate permissions for the users from the dropdown list.

​No Access

Users with 'No Access' permission won't be able to use the distribution group displayed against it.

Access to Use

Users with 'Access to Use' permission can use the distribution group displayed against it.
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​Admin

Users with 'Admin' permission can modify and even delete the distribution group displayed against it.

5. Click 'Apply' to save your changes.