Create Query Based Collections

Query-Based Collections (SetGroups) are logical groupings of Sets bundled together with a friendly name for resource management, such as "Helpdesk Technicians" or "High-Security SharePoint Documents." Membership within a Query-Based Collection is dynamic. Each compilation of the Set Compiler Job adds and removes objects from each Query-Based Collection based on the query results of the Sets.

Create a Query-Based Collection

1. On the navbar, expand Role Management and select Query-Based Collections (SetGroup).

2. On the Actions tab, click Create a Query-Based Collection (SetGroup).
   
   

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3. In the Create Query-Based Collection form that appears, enter the following information:

   • Name – Name of the collection

   • Display Name – Display Name for the collection

   • Description – Description of the collection

   • Is a collection of person objects – Select to create a collection of people

   • Location – Location to create the collection. Use the default location (Anywhere), or click the X to remove the location and search for and select the desired location.

4. Click Submit.
   
   

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5. Click OK to close the Operation Execution Summary.

6. In the Select Queries lookup that appears, you can do one of two things:

   • Click Skip to add a Set later.

   • Search for and select a set, as in the below image. To select the Set, select the Set ID checkbox.
     
     

     
     
     

7. Click Submit (or Skip, depending on whether you select a Set) and then OK to close the Operation Execution Summary.