How does dynamic membership work?  

• A new user is added to the community
  
• An existing user's profile is updated
  

Use cases

• Automatically add people to their respective team spaces.
• Add users to interest-based spaces like book clubs or sports spaces based on their hobbies.
• Place users into location-based boards depending on their geo-location.
  

Who can create workflow rules?  

Creating a dynamic membership workflow rule  

1. Click the gear icon in the top-right corner.
   
2. From the dropdown, click Settings.
   
   
   
   
3. Under Automation, select Dynamic Membership.
   
   
   
   
4. Click + New Workflow Rule.
   
   
   
   
5. Provide a name for your rule. Module will be selected as Profile by default and it cannot be changed.
   
   
   
   
6. Choose between:

• No Condition: Applies the rule to all users.
• Apply condition-based filters: Applies the rule to users you define.
  
  
  

7. If you're using conditions, refer to the table below to know the elements you need to use.
   

Condition fields  

• Use + on the right corner of the condition to add more conditions.
  
  
  
  

• Choose AND if all conditions must match, or OR if any one match is enough.

• Click + add nested condition to create sub-conditions.
  
  
  
  

8. Click +Add Action.
   
   
   
   

9. From the dropdown, choose

• Add to Spaces

• Add to Boards

• Custom Function
  
  
  
  
  

10. Click Save.
    
    

Here's an example for you:

• Resides in Los Angeles,
• Have Football as an interest,

• Field: Location - Is - Los Angeles
• Field: Interests - Contains - Football
• Operator: AND
  
  

Run through workflow rule (for existing users)  

1. Go to Settings.
   
   
   
   
2. Select Dynamic Membership under Automation.
   
   
   
   
3. Hover over the desired rule.
4. Click the Run Through Filter icon.
   
   

Viewing workflow logs  

1. Go to Settings.
   
   
   
2. Select Dynamic Membership under Automation.
   
   
   
   
3. Click the Logs icon next to the rule.
   
   
   
   The logs will be shown in the way shown below.
   
   
   
   
4. Click See More to view detailed results.
   
   

Editing or deleting a workflow rule  

1. Go to Settings.
   
2. Select Dynamic Membership under Automation.
   
   
   
   
3. Next to a rule, click

• Edit icon to modify it.
  
  
  
  
• Delete icon to remove it.
  
  

Deleting a rule doesn’t remove users already added to a space or Board using it. They will remain in the space unless removed manually.