Create dynamic groups

Objective:

In situations where it would not be possible to add user groups reliably and/or automatically in order to easily manage your employees, we allow you to create dynamic groups. Would you like to save time and simplify the management of your users and signatures? Then this feature is for you!

How do you create and configure a dynamic group?

To create a dynamic group, go to Users > Groups in your space.

When creating the group, select its origin. In this case, dynamic group.

In this case, we will create a group named "Service_RH" that will include all our employees with the mention "Human Resources" in the "Service" property (department).

Here are the rules to configure:

1. Indicate the relevant property. In this case, the department property (which corresponds to the service).
2. Next, we will indicate that the property must contain the item entered in step 3.
3. For the last step, we will indicate what the property contains.

In summary, we are telling our dynamic group that all users (current and future) who have the mention "Human Resources" in the "Service" property will be added to the "Service_RH" group.

Once our group has been configured, we can calculate and display the users containing the mention "Human Resources".

You can add up to 3 rules to configure the group according to your requirements.

In addition, the rules can be adjusted. You can select the property that will be affected by the rules and also indicate how it will be affected:

• Is equal to
• Is different from
• Contains
• Does not contain
• Is empty
• Is not empty 

Your dynamic group has now been created! 

It takes a few minutes for the dynamic group update to appear.

💡Manual addition or removal is not possible in a dynamic group because the group rule governs both entries into and exits from the group.