A Decision Group is a list of item(s) or free text related to a Lead Item. It can have a default choice, and only one value can be selected. If a group is outdated, it can be removed or deleted
Follow the steps below to remove a Decision Group from a Lead Item:
Through the Lead Item: usually used to remove the group from one Lead Item
Through the Decision Group: usually used to remove the group from multiple Lead Items
Through the Lead Item
-
In Tabit Office, go to Menu > Items. Search and select the item you want to remove the group from
-
Then, select the Edit icon next to the Decisions header
-
From here, you can view all Decision Groups attached to the item. Select the Trash icon to remove the relevant Decision Group
-
Don't forget to Publish to update the changes to Tabit platforms
Now that you know how to remove a Decision Group, learn how to edit a Decision Group
Through the Decision Group
-
In Tabit Office, go to Menu > Decisions. Hover over the relevant Decision group and then select the Edit icon
- Select the Items tab. Check the boxes of the items you want to remove and select Remove items
-
Then, select Save
-
Don't forget to Publish to update the changes to Tabit platforms
Now that you know how to remove a Decision Group, learn how to edit a Decision Group