Create a Static Pharma Group

Create a static Pharma group and manage its members.

Create a Static Pharma Group

To create a static Pharma group:

  1. Go to the Groups tab.

  2. Click New.

  3. Fill in the Pharma group parameters, such as:

    • Enter Group Name.

    • Select Group Type. It cannot be changed after saving the group.

    • Leave the Dynamic Group checkbox unchecked.

      Read the description of each parameter here.
      Create a static Pharma Group

  4. Click Save.

  5. The static group of records is created. The SOQL Builder tab opens.

    • Enter criteria using the OR / AND buttons.

    • Check the SOQL Query record above the builder.

      Create a static Pharma Group SOQL Builder

  6. Click Save and confirm.

The static group is created.

Manage Static Pharma Group Members

To view static Pharma group members, go to the Group Members tab.

  • Click New to manually add a Pharma group member.

    • A Pharma Group Member record will not be recalculated after changing the SOQL criteria.

    • To recalculate a Pharma Group Member record, uncheck the Manual field on the added Pharma Group Member record.

      Add the Manual field to the Group Member page layout.

  • An empty record cannot be added as a Pharma Group Member record;

  • Only the records of the selected Group Type on the CT Pharma Group record can be added as a group member.

    Create a static Pharma Group Members

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