Grouping Criteria

Refer the following topics:

1. Creating a new criteria group

2. Deleting a criteria group

Creating a new criteria group

 To group criteria values at client level, perform the following steps in Sigma Studio:

1. On the home page of Sigma Studio, click Manage > Criteria Group.
   
   

   Open

   

   
   The Criteria Group screen appears.
   
   

   Open

   

    

2. Enter a valid Criteria Group Name in Criteria Group Name field, e.g. ABC BANK.

3. Select existing criteria from the Criteria Type drop-down list, e.g. NCRITERIA.
   
   NOTE:

   The Criteria Type drop-down lists the existing criteria that are already created and mapped to clients.
   To create new criteria, refer Creating Report Criteria.
   To map criteria to clients, refer Mapping Report Criteria.
   
   

    

4. Click the Save icon to save the created criteria group.
   
   NOTE:

   When you try to exit the Criteria Group screen, before saving the configured report criteria, a warning pop-up message appears, as shown in the following screen shot:
   
   

   
   ·         Click No, if you do not want to exit the Criteria Group screen.

   ·         Click Yes, if you want to exit the Criteria Group screen.
   
   

   
   A confirmation message, indicating the successful creation of the criteria group appears.
   
   

    

5. Click Ok.

Deleting a criteria group

Perform the following steps to delete a criteria group.

1. On the home page of Sigma Studio, click Manage > Criteria Group.
   
   

   
   The Criteria Group screen appears as shown on the following screenshot:
   
   

    

2. Mouse-over the existing criteria group to delete the group, e.g. ABC BANK.

3. Delete the criteria group by clicking the Delete icon.
   
   

   
   A confirmation message, indicating deletion of the criteria group, appears.
   
   

    

4. Click Yes.