Overview

Rate Groups contain information for: Items, Requests and Pricing to use inside your SpyderFlow Workflow Management System.

Location of Rate Groups:

• Main Menu –> Rate Groups –> List of Rate Groups is default page

List of Rate Groups page

• Rate groups open by default into the List of Rate Groups page.
• Similar to other areas of SpyderFlow ‘List of’ pages there are options for: bulk actions, search, filter, create new, export, clear filters and list columns.

+Create New

To create a new Rate Group the user goes to Main Menu –> List of Rate Groups –> +Create New

• Default page for Create New is details with mandatory fields of Name and Status.
• Tick box is available to make Rate Group default.
• List Position for the order in how the Rate Group will display in drop down.
• Description is optional
• Rate Group Availability filters can be used to limit or leave open availability for display in workflows.

Rate Group Availability

Rate groups can be available to be filtered by:

• Companies
• Clients
• Areas
• Projects

Note! The more granular the filtering the more particular the information will be displayed to the user.

• If no filters chosen then there is unrestricted availability.
• If one filter chosen then availability is restricted to match the filter.
• If multiple filters chosen then each of those are to be met for availability of the rate group.

If an availability field has no values (rate group, user group, etc.), then it isn’t unavailable based on that value.

But for each of those fields that do have one or more values, it’s only valid if it matches all of them (where <no area> etc. is treated as a value).