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.

  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 the type of conditions (Basic or Advanced).
    Screenshot: Types of conditions are highlighted

    Basic Configure conditions as instructed on the screen.
    Advanced Create your own conditional expression manually.
  8. If your condition type is "Basic"

    1. Select "Basic" as a condition type.
    2. Select the attributes of the members from the drop-down list.
      Click "+" and "x" buttons on the right to add or remove the items.

      Example: Create a dynamic group that meets following conditions
      • The job title is "Manager"
      • Department is either of "Sales Division", "Domestic Sales Department", or "International Sales Department"

        Select the conditions as shown below: Screenshot: Configuring filter conditions for dynamic groups
  9. If your condition type is "Advanced"

    1. Select "Advanced" as a condition type.
    2. Enter the condition for members.

      Example: Create a dynamic group that meets following conditions
      • Job title code is "Manager"
      • Belongs to one of the departments whose department code is either "Sales00", "Sales01", or "Sales02"

        Enter following conditional expression.
        title in ("Manager") and organization in ("Sales00", "Sales01", "Sales02")
      Screenshot: Entering a conditional expression for dynamic groups
  10. Click Save.

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