Specifying Conditions for Dynamic Groups

Article Number:020176

The dynamic groups automatically update their members based on the configured conditions.
Administrators do not need to update members manually.
The conditions for members can be changed at any time as needed in the operation.

You can specify conditions using one of the following two methods.

  • Basic:
    Specify conditions of group members by configuring options on the setting screen.
  • Advanced:
    Specify conditions of group members using conditional expressions.

Specify Conditions Using "Basic" Condition Type

The "Basic" condition type enables you to specify membership conditions by configuring options on the setting screen.

  1. Check the maximum number of members you can add to a department.
    Maximum Number of Members

  2. Click gear shaped administration menu icon in the header.

  3. Click "Users & System Administration".
    Accessing Kintone Users & System Administration

  4. Click Groups (or Roles).

  5. On the dynamic group whose members you wish to update, click gear shaped icon .

  6. Click Edit Membership Conditions.
    Screenshot: "Edit Membership Conditions" is highlighted

  7. Select "Basic" as a condition type.
    Screenshot: "Basic" is selected as a condition type

  8. Select the attributes of the members from the drop-down list.
    Click "+" and "x" buttons on the right to add or remove the items.

    For example, if you want to create a dynamic group that matches both of the following, specify a condition as shown below.

    • The job title is "Manager"
    • The department is either "Sales Division", "Domestic Sales Department", or "International Sales Department"

    Screenshot: Configuring filter conditions for dynamic groups

  9. Click Save.

  10. Check that the target user is configured as a member of the target group.
    Checking the Group Members

Specify Conditions Using "Advanced" Condition Type

The "Advanced" condition type enables you to specify membership conditions using conditional expressions.

  1. Check the maximum number of members you can add to a department.
    Maximum Number of Members

  2. Click gear shaped administration menu icon in the header.

  3. Click "Users & System Administration".
    Accessing Kintone Users & System Administration

  4. Click Groups (or Roles).

  5. On the dynamic group whose members you wish to update, click gear shaped icon .

  6. Click Edit Membership Conditions.
    Screenshot: "Edit Membership Conditions" is highlighted

  7. Select "Advanced" as a condition type.
    Screenshot: "Advanced" is selected as a condition type

  8. Enter the conditional expression for members.
    For details on available operators and keys, refer to Extraction Expressions for Dynamic Groups.

    For example, if you want to create a dynamic group that matches both of the following, specify a conditional expression as shown below.

    • The job title code is "Manager"
    • Belongs to one of the organizations whose organization code is either "Sales00", "Sales01", or "Sales02"

    Conditional expression

title in ("Manager") and organization in ("Sales00", "Sales01", "Sales02")


    ![Screenshot: Entering a conditional expression for dynamic groups](/general/img-en/dynamic_member_img05.png)

1. Click <b>Save</b>.  

1. Check that the target user is configured as a member of the target group.  
  [Checking the Group Members](/general/en/id/020171.html)