Groups: How do I narrow the list of members when selecting members to add to groups?

ANSWER: GROUP MANAGER - FIND MEMBERS

When adding members to groups, use these steps if you want to find specific section members to add.

Step 1: From the Add Members pop-up window, click Find Members.

Step 2: If you want to display only those members that match entered criteria:

  • From the Column drop-down list, select the database column whose values you want to query.
  • From the Condition drop-down list, select the condition that you want to use with the selected column:
    • Contains specifies that the value in the selected column must contain the text that you enter.
    • Does not contain specifies that the value in the selected column cannot contain the exact text that you enter.
    • Begins with specifies that the value in the selected column must begin with the text that you enter.
    • Ends with specifies that the value in the selected column must end with the text that you enter.
    • Equal to specifies that the value in the selected column must match exactly with the text that you enter.
    • Not equal to specifies that the value in the selected column can be anything but the exact text that you enter.
    • Blank specifies that the value in the selected column must be blank.
    • Not blank specifies that the value in the selected column can be any value.
    • Greater than specifies that the value in the selected column must be greater than the text that you enter, either alphabetically or numerically.
    • Greater than or equal to specifies that the value in the selected column must be greater than or equal to the text that you enter, either alphabetically or numerically.
    • Less than specifies that the value in the selected column must be less than the text that you enter, either alphabetically or numerically.
    • Less than or equal to specifies that the value in the selected column must be less than or equal to the text that you enter, either alphabetically or numerically.
  • If the condition requires a value, in the Value text box, enter the value you want the column and condition to meet.
  • If you want to find members using additional criteria, cick Add Criteria. An additional Column drop-down list, Condition drop-down list, and Value text box appear.

Step 3: To display only members of certain roles, do the following:

  • Select Roles.
  • Select contain or do not contain and select one or more roles.

Step 4: To display only members of certain groups, do the following:

  • Select Groups.
  • Select contain or do not contain and select one or more groups.

Step 5: Click Run Query.

  • The Add Members pop-up window appears with the section members matching the query criteria. TIP: To show all section members, click Show All Members. The pop-up window updates and all section members display.

If you have any further questions, please contact us for support. Thank you.
- WebCampus Support