Create Custom Groups

Yapla allows you to categorize the various elements of the application, thanks to the custom groups function.

If you want to group certain members, certain events, or certain articles, you can use the categories of each application.

Custom groups allow you to do this across the entire application. Learn how to create a group and how to assign it to different elements of Yapla.

Other tutorials at the end of this article will show you different uses of custom groups.

Where to activate the Custom group function?

Available from the Orbite plan, custom groups are available in the Services page of the settings of your Yapla platform:

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Activate the groups by checking the box provided for this purpose.

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Once the function is activated, you can access a Groups page made accessible in Advanced configurations.

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The "Groups" menu allows you to define the groups that will be accessible through the entire application.
The button mceclip3.png directs you to an addition form. A group is defined by a name and a description.

On this page, you can view the list of your custom groups, search for groups, activate and deactivate existing groups.

Associate a member with a group

Once your custom groups have been created, you can assign them to various elements in the different Yapla application. You can assign a group to a member, a contact, or an event.

In the Members application, in the "Members" menu, click on a member. In the member's menu, the “Groups” tile will allow you to define the groups associated with this member.

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To do this, choose the group(s) you want, then save your selection.

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Associate a group with a membership type

Groups are also available in the Members Application for membership types and organizations (if they are activated). For memberships, go to Members Settings, then to "Membership types".

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By clicking on a membership type, you can define the groups associated with your membership in the last section of the page, entitled Associated groups.

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Associate a group with an organization / family

For organizations, you can go to the Organization or Family menu, then select the organization from the list. The Groups page allows you to define the groups associated with the chosen organization. Don't forget to save your selection.

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Associate a group with a contact

Regarding contacts, the path is similar to that of members. In the Contacts application, in the Contacts menu, click on a contact to access its file.

Once in the form, a “Groups” tile will allow you to define the groups associated with this contact.

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Don't forget to save your selection.

Associate a group with an event

Finally, concerning the events, the path is different. Go to the Events application, then choose an event. In the event file, choose the Categorization menu.

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It is on this page that you can define the groups associated with your events. Don't forget to save your selection.

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