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.

Specifying conditions

You can specify conditions using 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.

Specifying Conditions Using "Basic"

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 Users in a Group

  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

Specifying Conditions Using "Advanced"

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 Users in a Group

  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.
    Example of Conditional Expression Screenshot: Entering a conditional expression 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

Example of Conditional Expression

For example, assume that you create a dynamic group that matches both of the following conditions.

  • Job title code is "Manager"
  • Belongs to one of the departments whose department code is either "Sales00", "Sales01", or "Sales02"

In this case, enter the following conditional expression.

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

For details on available operators and keys, refer to Extraction Expressions for Dynamic Groups.