Editing a Group - Editing a Group - Administrators may edit existing groups by adding, removing, or reordering fields. - Content Innovation Cloud - OnBase - Other - Intelligent MedRecords - Other/Intelligent-MedRecords/1.0/Intelligent-MedRecords/Administration/IMR-Application-Configuration/Class-Group-Settings/Groups/Editing-a-Group - 1.0 - 1.0

Administrators may edit existing groups by adding, removing, or reordering fields.

1. Click Edit Group.
   The group settings become editable.
2. Add new fields as needed.
   1. Click the + on the right side of the row.
   2. Select the field name from the list.
      Note: Only configured fields appear in the list.
   3. If the field requires a value, select Yes from the Required drop-down list. Select No if it is not required.
   4. If the field is used for a lookup to OnBase, from the Lookup drop-down menu, select the AutoFill Keyword Set from OnBase associated with the field.
3. Edit each of the options within existing fields as needed.
   1. Toggle the Required option to set whether a field is required.
   2. If the field should be used as the primary lookup field for an AutoFill Keyword Set, select the OnBase AutoFill Keyword Set from the Lookup drop-down list.
      Note: This step is required for the associated lookup to work.
4. To remove a field from the group, click the X button on the right side of the field row.
5. To move a field, drag and drop it using the drag indicator icon () on the right side of the field row.
6. Click Apply Changes.
   Changes to the group are saved.