Create Student and Employer Groups Using Views

You can use the Views Explorer page to create dynamic and manual: 

• Employer groups

• Student groups

Prerequisites

You must have, to create: 

• An employer group, Common - Employer Group - New authorization

• A student group, Common - Student Group - New authorization

You must have met all the prerequisites for the View data and followed the process in Create a View.

To create dynamic groups, your institution must have selected Yes for Allow Dynamic Groups Select Yes if you want staff members to be able to create dynamic groups. Dynamic groups use views to create the list of students. If you select Yes, you can also specify how often the student groups are refreshed on the Dynamic Groups tab. (Select the Settings tile > expand System > select Staff.) when it configured the general settings for Anthology Student.

• For employer groups, the View must contain employers.

• For student groups, the View must contain students. If the Student > Id (Student.Id) property is not already selected, you must select it.

For example, if you are creating a View for Admissions deposits using the Admissions > Admissions Deposits object, you must select the Student.Id property because deposits are associated with students.

The Save As Group option on the More menu is grayed out if you did not select the Student.Id property when it is required.

When using the Save As Group functionality, ensure child properties come from the same parent property with a consistent hierarchy. For example, to add the Student's Full Name and Student Number, use either:

• Student.Full Name, Student.Student Number

• Enrollment.Student.Full Name, Enrollment.Student.Student Number

You should also be familiar with the Types of Student Groups and Methods for Creating Them.

Access Method

Select the Views tile > Explore Views tile.

Procedure to Create the Group

You can create a maximum of 1 dynamic group per View. There is no limit on the number of manual groups.

1. In the list, select the View you want to use to create the group.

2. Select the More button > Save As Group.

3. On the dialog, Specify or change the remaining values on the page. The fields that are displayed will vary depending on the task template that you selected.

   Group Visibility Specifies whether a group is public or private. A public group can be accessed and used by all staff members who have view authorization. A private group can only be accessed and used by the owner and the staff members with view authorization that the owner specifies. If you are filtering, select the option "Is true" to display only the public groups and the option "Is false" to display only the private groups. Expiration Date The date when the item no longer valid. If you are specifying the value, specify the value in the format MM/DD/YYYY or select the calendar button to select the date. For student groups, the default is configured for the campus by your institution.

   Name The descriptive name of the item. Type Specifies the type of group. The options are Manual (M), Frozen (F), Static (S). or Dynamic (D). Dynamic is available if the Allow Dynamic Groups check box was selected when the system was configured. Once you have created or changed a group to manual, you cannot change it back to static, dynamic, or frozen. Once you change it to Manual, the field is disabled.

4. Select the Save button.

   For dynamic groups, Anthology Student redisplays the name of View in the list with an icon showing that there is an associated group. You can also select the link to go to the group. The example shows a dynamic student group.

   

Once you have created the groups, you can then specify additional values and manage: 

• Student groups using the Groups tile (Select the Groups tile.)

• Employer groups using the Employer Groups page (Select the Configuration tile > locate Career Services > select Employer Groups.)

For example, you can specify the frequency you want Anthology Student to refresh a dynamic group once you have created it using the View.

If You Change the View

If you create:

• A dynamic group using a view, the view is associated with the group. Anthology Student uses the query for the view to refresh the students. The members of the group can change if you change the query. It can also change if you change the owner because the view contains members for the owner authorized campuses. You can create a maximum of 1 dynamic group per view.

• A manual group using a view, Anthology Student does not associate the view with the group because you have chosen to manually maintain the group. Because the view is not associated once it is created, there is not limit to the number of manual groups you can create for a view.