Create / Edit Smart Group

Enter a name for your smart group, and then create a search strategy using the options described in the The Search Panel. When you are ready to create the smart group, click Create. The new group will appear in the top-most group set. You can drag-and-drop the group into any group set.

If you are editing a Smart group, make the required changes and click Save.

As you enter and edit references, each Smart group is automatically updated with the search strategy defined for it.

For detailed information about the following topics, go to The Search Panel Help topic.