Set up R&D groups
Formulation Management
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Article
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1/2/2026
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R&D groups provide controlled access to formulations within specific research and development teams. Use R&D groups to organize users into teams and control formulation visibility when using group visibility settings.
To create R&D groups, follow these steps:
- Select the Search icon
, enter R&D groups, and then choose the related link.
The R&D groups page opens, displaying a list of existing groups. - On the action bar, select New to create a new R&D group or select an existing Code field value to open an existing group.
The R&D Group Card page opens. -
Enter the required information for the following fields:
Field Description Code Enter a unique code to identify the R&D group. This code will be used when assigning group ownership to formulations with group visibility. The code cannot be blank and must be unique across all R&D groups. Description Enter a descriptive name for the R&D group. This helps users identify the purpose or focus area of the group, such as beverage development team or nutritional products R&D.
To manage group membership, follow this step:
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On the Users FastTab, enter the required information for the following fields:
Field Description User ID Select the unique identification of the team member to add to the R&D group. The system validates that the user exists and is active in the system. User Name Specifies the full name of the selected user.