Feature Availability

Overview

How does dynamic membership work? 

1. Adding interns to their respective team groups as they associate with your organization only for a short period. 
   
2. Adding employees to the relevant club groups based on their hobbies. 
   

Who can create dynamic membership workflow rules?

How to create a new dynamic membership workflow rule?  

1. Click the gear icon [] in the right menu.
   
2. Select Settings from the dropdown.
      
3. In the Settings page, select Dynamic Membership under Automation.
    
4. Click + New Workflow Rule.
   
5. In the new page, enter the workflow rule's name.
   
6. Based on your requirement, select either 'No Condition' or 'Apply condition-based filters'.
   
7. In case you've selected to apply conditions, define the filter criteria. The below table lists the three elements in a condition. 
   
    

   Field Attribute	This field covers all the profile attributes available including the custom fields.    Department Designation Work Location Interests Skills First Name Last Name Display Name Birth Date Mobile Seating Location Extension Date of Joining Network admin User added/enabled
   Rule	This field displays the available rules based on the type of profile attribute selected.    If the attribute has alphanumeric values, the rules are, Is  Is not Starts with Contains Ends with Does not start with  Does not contain Does not end with    If the attribute is a date field like birthdate or date of joining, the rules are, Before After   No rules will be displayed if the selected attribute is Network admin or user added/enabled.
   Value	Enter the value of the attribute for which the filter must be applied.

8. Click  on the right side of the condition input box to add another condition and select the required operator. 
   
   1. If a user should be added to the Group/Board only when all conditions are true, select AND.
   2. If a user should be added to the Group/Board when at least one condition is true, select OR.
   
   
9. To add a nested condition, click +Nested Condition.
   
10. Click +Add Action and select the actions to be performed (add to a group, add to a board or custom function) when the defined conditions are met.
    
11. Click Save.  

             

Run Through Workflow Rule 

1. Click the gear icon [] in the right menu.
   
2. Select Settings from the dropdown.
              
   
3. In the Settings page, select Dynamic Membership under Automation.
   
4. From the list of configured rules, hover above the required one and click the run through filter icon [] beside the rule name. 

           

Logs

How to edit or delete a dynamic membership workflow rule? 

           

Deleting the dynamic membership workflow rule will not affect its previous results. Members who have been previously added to a Group or Board based on the rule will remain the same.