What is a group and how do I create one?

A group in Rule can be likened to a single name to structure/categorize your custom field . Här you can read about what a custom field how you use it.

Before you import your members, create a group or groups, with the associated custom field . 

To create a group, follow these steps:

1. From the main menu (drop-down menu to the left) select members.

2. Sedan klickar man på Grupper och medlemsfält följt av knappen ''Skapa ny grupp''.

3. It will then up a group called ' New ' where you can click on the pencil icon on the left to start editing. After clicking on the pencil icon, you are taken to this view:

Här du kan namnge gruppen, skapa fält genom att klicka på 'Lägg till nytt fält', vilket kommer presentera ett resultat likt exemplet ovan. Medlemsfälten som du skapar ska alltså matcha kolumnerna i din XSL-fil, dvs kategorier av data som du ska importera i Rule.

Historical groups

I många lägen kan det vara bra att spara medlemsdata historiskt, tex om du vill skapa filter på kunder som lägger flera ordrar eller loggar in flera gånger. För att spara varje import av medlemsdata för sig behöver man göra gruppen Historisk.

In the image above, the Order group is a historical group, i.e. you click on the "history" icon io middle. Then Rule will save each deposit of data as its own custom field .

When more orders come in on the same customer, under Members, you can > custom field , see that there are several orders on the customer. 

Do not hesitate to contact us if you have any questions or concerns.
Rule Support team
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