How to Create a Smart Group – Visual How To Guide

A Smart Group is a useful tool that enables you to organise the objects in your collection by saving your filter search as a group.

Smart Groups populate automatically and will update as you add more objects to your collection that match the criteria you have applied with the filters.

How to Create a Smart Group

1. Click on the search field at the top of the left hand menu panel;

  • this will produce the filter menu down left the hand side of your screen.

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2. Start applying the filters by ticking the checkbox next to each option;

  • by scrolling down the menu you can reveal more filter options by clicking on +Show Advanced;
  • notice that the objects displayed in the list view changes every time you tick on of the options.
  • for more information on how to use Filters see: Filter Search Function

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3.Once you are ready to save your filter search as a Smart Group, click on the SAVE AS SMART GROUP button in the bottom left hand corner of your screen.

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4. Enter a Group Name, and select which Section you would like the group to be placed on the Groups page. Finish off by hitting the Add button.

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5. Once your Smart Group has been created it will appear on the Groups page (and denoted by a cog icon);

  • if you did not select a Section it will automatically be placed in the Uncategorised Groups Section on the Groups page.

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Related Guides

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Pick List

Filter Search Function

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