What is a group of details?

Groups of details are sections that contain individual item details related to each other. Every group of details has its own name, e.g. personal details, address, contact information, qualification, etc. and contains several item details, e.g. account number, SWIFT, IBAN, bank and billing address in the "billing info" group of details. The groups of details can be expanded and collapsed.

 

 

Why use them?

There are three main reasons:

  • this is the smallest unit to which you (as an administrator) can allow / restrict access for each role defined in your OneSoft Connect environment (see how)
  • they allow you to define different item details for each category within one datasheet. This way, you can, for example, record vehicle registration number for category of items called Cars, whereas for Sim cards (another category), you will not need this detail. Instead, you define some other relevant details, such as phone number. All this within one datasheet (e.g. Asset). See detailed instructions in this article.
  • they bring more structure into your records

In the picture below, you can see an example from the Employee datasheet. All item details that ARE NOT integrated into any group of details (first name, last name, e-mail and skills) are accessible to all your OneSoft Connect users. You CANNOT restrict access to them. By contrast, users' access to those item details that ARE part of a group of detail (Employment contract, date of employment), CAN be restricted.

 

How to manage groups of details?

See the dedicated article here.