2451648 - Criteria when creating Assignment Groups to Custom Cards

• People Pool for a new group has a filter selection when creating a custom cards;
• Categories when using Assignments in custom cards;
• Not able to filter groups by several criteria when creating groups for cards;

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental. 

1. Go to the Manage Homepage > Organizational Updates
2. Add a Custom Card;
3. Fill up all the fields/sections as you wish;
4. Finally, go to the Assignments section;
5. Select Add or Edit group;
6. People pool dropdown's criteria appears.

By default, the customer can use the Target Group to specify which user groups can see the card:

• Select Dynamic Groups to specify one or more dynamic groups.
  • You can choose to create a new dynamic group (Add Group button) or to edit an existing one (Edit Groups button).
  • It is defined by the elements configured in the company data model, and, more specifically, into the "dg-filters" > "my-filter" tags.
  • You can update the options available in the custom card group by updating the Data Model and adding elements to the "dg-filters" > "my-filter" tags (see KBA 2088248 for further information and examples).
    • For this change, you'll need to consider the following:
      1. myGroup filter configuration is used by multiple places in the application such as homepage custom card, user options -> my group, etc. Applying changes to that configuration can also take affect into other places of the system;
      2. The options won't be exactly the same as the people pool in RBP as some elements are not possible to configure in myGroup filter. (E.g. ecfields and jobLevel field).
      3. If the <my-filters> tag be already configured with any other custom elements (such as HRIS ones), note that they should be placed after the standard elements. That's the correct order.
         
         
• Select Permission Roles and Groups to specify one or more existing permission roles or permission groups.
  • The people pool option in RBP, for example, is different and, therefore, is configured in a different set of tags: "dg-filters" > "permission-group-filter".

• Verifying Which Custom Cards Are Visible to Target Group
• Creating or Editing Custom Cards for the Home Page

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