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Recipient group types

Prior to being used in Shop administration, recipient group types must be created in USU Service Management.

Creating a recipient group type adds another item to the Recipient groups dropdown in requestor detail (edit mode). Selecting this item makes it possible to group-assign recipients fulfilling the selection criteria specified for the recipient group type during its creation in USU Service Management.

To create a recipient group type:

  1. Open the USU Service Management application and switch to the USU Shop fulfilment view.

  2. Locate and open the USU Shop recipient group types catalog. (In the Work perspective of the view, the catalog should be listed in the Configuration & master data section.)

  3. In the catalog, you will always see at least the Individual recipients group type. This recipient group type is present by default and cannot be deleted.

    To create a new recipient group type:

  4. Right-click in the catalog and choose action Create. The Select group object type dialog opens.

  5. In the dialog, select the USM object type which will be used for grouping of persons. For example, select the Cost center object type to facilitate group-selection of persons according to their affiliation to individual cost centers registered in USM. Confirm the selection.

  6. In the next step, you need to select which relation between the chosen object type and the Person object type will define the selection of recipients. Click Ok in the initial info dialog and use the Choose attribute dialog to select a suitable relation.

  7. In the recipient group type editor, which opens after choosing the relation, provide a descriptive group type name and its translations (if applicable). Optionally, you can limit the set of recipient groups belonging to the group type by specifying an additional selection condition. For example, a recipient group type based on the Cost center object type can further be filtered to return only recipient groups corresponding to cost centers located in Germany.

  8. Save the new recipient group type.

    Important note: Recipient group types created in USU Service Management for use in the Shop are cached. This means that changes recently made in USU Service Management are not reflected in the Shop until the next cache refresh (frequency of which is determined by the Cache lifetime value in Shop settings). If you need to synchronize the data immediately, use the Clear cache function in Settings / Configuration / Cache management.

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