Unit groups admin

Company > Units > Groups Admin

Advanced form of the Unit groups editor.

Warning: This screen provides Unit group options not generally used or which are no longer intended to be used (deprecated). Contact your Medallia expert before making any changes from this screen.

Properties

Name
Name of the Unit Group as it will appear in reporting. The Name can be changed, but the Identifier should not.
Identifier

Unique identifier for each Unit Group.

Do not change the Identifier once the group has data values.

Priority
Internal feature. Where this group should appear in the list in the Groups editor.
Note: Do not change this value manually, instead:
  • For group values, let the Auto Importer set the value.
  • For groups and containers, use the nesting controls in the Unit groups editor instead. Those controls set the priority values.
Description

Internal comments about the group, such as a description of the group and a statement of the intended use.

When manually managing groups (not recommended) it is best practice to include the date the group was added or updated, who added or changed the group.

Kind
Obsolete feature. Do not change without first consulting with Medallia.
MagicID
Internal feature. Do not change without first consulting with Medallia.
DateFormatKind

Date-time format for Units in this group.

OptionExamples
None Inherit from parent group
ISO (yyyy/mm/dd) yyyy/MM/dd, yyyy/MM/dd, yyyy/MM/dd
ISO without separators (yyyymmdd) yyyyMMdd, yyyyMMdd, yyyyMMdd
Non-US (day first) d/M/yyyy, dd/mm/yy, dd/MM/yy, dd/MM/yyyy
US (month first) M/d/yyyy, mm/dd/yy, MM/dd/yy, MM/dd/yyyy
US with 24-hour time M/d/yyyy H:mm, mm/dd/yy h:mm, MM/dd/yy HH:mm, MM/dd/yyyy HH:mm
TimeZone

Timezone for Units in this group. Options are:

  • None inherits from the parent group.
  • A timezone.

Some timezones are not listed in the drop-down because they are aliases of others in the list. If a timezone that you require is not listed, select a timezone that follows the same daylight savings rules as one that appears in the list. It is recommended that you select a city in the same country; however, this is not required.

Parent

Group that is the parent (container) of this group.

Do not change this value; use the nesting controls in the Unit groups editor instead.

Company Name
Name of the company (cannot be changed).
Default email

User to use for emails from units in this group.

Avoid changing this option as it is problematic. Contact your Medallia expert with if you need this functionality.

Default email from active
User account for all emails from this company (cannot be changed).
ISO3166
Obsolete feature. Contact your Medallia expert before changing this.
Include in extended benchmark

Turn on to allow extending benchmarking of this group.

This property is used in conjunction with the Extended Benchmarking or Extended Benchmarking if access >= 1 unit in Capabilities. A user or role with one of these capabilities can benchmark against any Unit Group that has this box option turned on, as long as the user has access to at least one Unit in that Unit Group. For example, a user who can view hotel scores for a hotel in Chicago (Unit) can benchmark against aggregate scores for Illinois (Unit Group).

HideAllFromOptionbox

Hides the Unit's All score in Control Panel filters. This forces the user to look at one individual value from a unit group rather than looking at a rollup score.

This option has no effect with Multi-select Filters.

HideFromBenchmark
Excludes Units in this group from benchmark scores. This option has no effect with Multi-select Filters.
Important: Changing this property for a parent Unit group does not affect child Unit groups automatically. You must configure each Unit group separately.
HideFromOptionbox
Hides Unit from this group in Control Panel filters.
Unit Group Data Fields
The remainder of the properties are the company-specific Unit groups data fields.
MemberUnits
Informational list of Units that are members of this group.