17 Sub-Group Configuration

This chapter explains how to configure sub-groups.

This chapter contains the following topics.

Sub-Groups

Sub-Group Field Configuration

Sub-Groups

Sub-groups groups are used to define a set of fields which can be displayed on the Edit Subscriber screen and/or the CCP Dashboard.

Sub-groups can be used as templates in the Subscriber Config and CCP Dashboard Config tabs.

Assigning a group

To assign a group to a node in the Sub-Groups tree, follow the procedure detailed in Assigning a group to a node.

Editing a group assignment

To edit the assignment of a group to a node in the Sub-Groups tree, follow the procedure detailed in Editing a group assignment.

Deleting sub-group groups

To delete a group assigned to a node in the Sub-Groups tree, follow the procedure detailed in Deleting a group.

Warning: You cannot delete a group that has had fields added to it. Any fields included in the group must be removed from the group before you attempt to delete it.

Sub-group Group fields

This table describes the function of each field.

Field	Description
Group Name	The name of the group. This drop down list is populated by the Group Configuration tab, and defines the label of the group which will appear on the Edit Subscriber screen or CCP Dashboard.
Group Order	This number controls the order the sub-groups will be displayed in in the Sub-Group Configuration tab. Note: Groups that have the same group order number will be ordered alphabetically.

Sub-Group Field Configuration

You can add, edit and delete the fields belonging to a sub-group assigned to a node in the Sub-Group Configuration tab. These fields will be displayed in the sub-group when it is displayed on the Edit Subscriber screen or the CCP Dashboard screen.

Note: To display the sub-group on the Edit Subscriber screen, you must add the sub-group as a field on the Subscriber Config tab. For more information, see Adding a new field. To display the sub-group on the CCP Dashboard screen, you must add the sub-group as a field on the CCP Dashboard Config tab.

Adding new field for Sub-Group group

Follow these steps to add a field for a sub-group group.

1. In the Subscriber Profile Management screen, select the Service Provider and Product Type this sub-group will be available for.

2. Select the Sub-Group Configuration tab.

3. In the Sub-Groups config tree on the left-hand side of the screen, select the sub-group to add a field to.

   Result: The grid will display the fields which have been configured for the sub-group you have selected. For an example of this screen, see Sub-Group Configuration tab - fields.

   Note: The grid will only display the fields which have been configured for the selected sub-group for the service provider and product type combination selected in step 1.

4. Click New.

   Result: You see the New Field for Group screen. The name of the currently selected group is appended to the screen name.

5. Select the Field Type from the drop down box.

   Result: You see the field configuration options for the selected field type in the panel below.

6. If you are adding a database field, specify:

   • Display Name

   • Field

   • Type

   If you are adding a BPL task, then select the BPL task name.

   If you are adding a profile tag field, then specify:

   • Display Name

   • Profile Tag Name

   • Data Type

   Note: You can add the following types of profile field to a sub-group: DATE, BOOLEAN, BYTE, INTEGER, PREFIX, OPREFIX, STRING, NSTRING, DISCOUNT, PATTERNS, ZONE (the profile tag must be in the range 4128770 to 4194303). You cannot add LOPREFIX profile fields to a sub-group configuration.

   If you are adding a custom field, then specify:

   • Display Name

   • Custom Type

   If you are adding a Periodic Charge, then specify:

   • Display Name

   • Periodic Charge

   • Show Date Fields

   For more information, see Field Type fields.

7. Specify the Layout Details for the field. This will determine where the field will appear on the group panel in the Edit Subscriber screen.

   For more information on the layout details options, refer to Layout Details.

8. Click Save.

Editing field from Sub-Group group

Follow these steps to edit a field in a sub-group.

1. In the Subscriber Profile Management screen, select the Service Provider and Product Type the sub-group to change is associated with.

2. Select the Sub-Group Configuration tab.

3. In the Sub-Groups config tree on the left-hand side of the screen, select the sub-group which contains the field to edit.

   Result: The grid will display the fields which have been configured for the sub-group you have selected. For an example of this screen, see Sub-Group Configuration tab - fields.

4. Select the field on the grid and click Edit.

   Result: You see the Editing Field from Group screen. The name of the currently selected group is appended to the screen name.

5. Edit the fields to reflect the changes you need to make.

   For more information about the fields at the top of this screen, see Field Type fields.

   For more information about the layout fields on this screen, see Layout Details.

6. Click Save.

Deleting a field

Follow these steps to delete a field from a sub-group.

1. In the Subscriber Profile Management screen, select the Service Provider and Product Type the sub-group to remove is associated with.

2. Select the Sub-Group Configuration tab.

3. In the Sub-Groups config tree on the left-hand side of the screen, select the sub-group which contains the field to delete.

   Result: The grid will display the fields which have been configured for the sub-group you have selected. For an example of this screen, see Sub-Group Configuration tab - fields.

4. Select the field to delete on the grid and click Delete.

   Result: You see the Delete Confirmation prompt.

5. Click OK.

   Result: The field is removed from the grid.