Grouped Reasons

What is this?

With grouped reasons, you combine multiple clarification reasons into a group with a shared color. Each reason inherits the color of its group and is color-coded in all clarification overviews, so you can spot related clarifications at a glance.

Requirements

• You can find the management page under Clarifications › Settings › Grouped Reasons.

• Only primary reasons can be assigned to a group. Optional additional reasons remain in the neutral default color.

Step by Step

Create a group

1. Open Clarifications › Settings › Grouped Reasons.

2. Click Add group.

3. Enter a short, descriptive name and choose a color using the color picker.

4. Save your changes. The new group appears in the overview with its name, color, and the number of assigned reasons.

Assign a reason to a group

1. Open the desired clarification reason in the edit form.

2. In the Group field, select the appropriate group. A preview immediately shows the associated color.

3. Save your changes. From now on, the reason will appear everywhere in the color of its group.

Filter by group

• In the Clarification Overview and the Reasons Overview, the Grouped Reasons filter is available. In the Reasons Overview, you can also show the Grouped Reasons column.

Frequently Asked Questions

• Why doesn't my reason have a color? Optional reasons are never colored. Unassigned main reasons appear in the neutral default color.

• What happens to answers that have already been given if I change the color later? Answers that have already been recorded keep the color and group name that applied at the time of the answer.

• What is the tooltip for? When you hover over a colored reason, the name of the group is displayed.