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Create user-defined groups


Allows to assign cases to groups based on a combination of user-defined criteria.

Required input

Create user-defined groups

  • Column: the column in which you want to place the group number.
  • Options:
    • List empty columns only: if this option is selected, only empty columns are listed in the column selection box.
  • Header: the header (top cell) for the selected column.
  • Criteria and categories: enter up to 7 conditions and group identifiers and a default group identifier.

Click OK to proceed. The selected column in the spreadsheet is filled with group/category identifiers according to the different criteria. The default group identifier is used for a case when none of the selected conditions is true for that case.

See also