Account Groups: Actions Panel#
Account Groups Management Panel is a set of tools at the top of the “Account Groups” section. It is used for creating new groups, searching, filtering the list, refreshing the table, and configuring column visibility.
Location: the “Groups” section is available in the left navigation panel.
Available Actions:
- refresh the list of account groups
- create a new account group
- search for groups using the “Search...” field
- apply filters using “Conditions”
- configure column visibility and order using “Columns”
- select accounts and extensions for a new group
Icon “Refresh”#
The Icon “Refresh” is located next to the “Account Groups” heading and refreshes the list of groups. It is used when updated data needs to be received without reopening the section.
After clicking, the table is refreshed and displays the current state of account groups.
Button “+ New group”#
The Button “+ New group” opens the “Create Account Group” modal window. In this window, a new group is created: first, the “Group Name” field is filled in, if needed, “Description” is added, then the “This group will ignore other sources” switch is configured, and the required values are selected in the “Accounts” and “Extensions” lists.
The “Group Name” field is required. If it is left empty, the field switches to an error state and the message “Group name is required” is displayed. In this state, the Save button cannot be used to create the group.
The “Accounts” and “Extensions” lists open a dropdown menu with a “Search...” field, the “Select All” option, and checkboxes for selecting individual items. After selecting the required accounts and extensions, click Save to create the group. The Cancel button or the ✖️ icon closes the modal window without creating the group.
The “This group will ignore other sources” switch determines whether other extension sources should be considered for the group accounts. If the switch is enabled, the group uses its own selected extension set as the priority.
Field “Search...”#
The Field “Search...” is used for quick search in the groups table. The entered query narrows the list and helps find the required group by name or another available text value.
After the field is cleared, the table returns to the full list with active filters applied.
Button “Conditions”#
The Button “Conditions” opens the “Filter” panel for advanced group filtering. The number on the button shows the number of active conditions.
The panel includes the “Select Field” field, the “Select Operator” list, the “Value” field, the Add Filter button, and the Reset and Find actions. To apply a filter, select a field, select an operator, enter a value, and click “Find”. To remove conditions, click “Reset”.
Button “Columns”#
The Button “Columns” opens the “Columns” modal window, where table column visibility and order are configured. The number on the button shows the number of active columns.
The window includes checkboxes for “Group Name”, “Updated At”, “Description”, “Accounts”, and “Extensions”. The column order can be changed by dragging through the move icon. The Cancel button closes the window without changes, and the Save button applies the selected settings to the table.
Workflow Scenario#
Step 1: Open the section
In the left navigation panel, open the “Groups” section. The “Account Groups” page displays the list of created groups.
Step 2: Create a group
Click “+ New group”. In the “Create Account Group” window, fill in the “Group Name” field and, if needed, the “Description” field.
Step 3: Select accounts and extensions
If needed, enable “This group will ignore other sources”. Open the “Accounts” list and select the required accounts, then open the “Extensions” list and select the required extensions.
Step 4: Save the group
Click “Save”. If the “Group Name” field is empty, Afina displays the message “Group name is required”.
Step 5: Find or filter the group
Use the “Search...” field for quick search or open “Conditions”, set the field, operator, and value, then click “Find”. To clear conditions, click “Reset”.
Step 6: Configure columns
Click “Columns”, enable or disable the required checkboxes, change the column order by dragging, and click “Save”.