Dynamic Group Configuration Guidance
Please be aware of the following behaviours of dynamic criteria:
- Only the criteria that you are entitled to use will be available for you to configure. Access to sensitive criteria, such as age, is tightly controlled. Please create a Service Now ticket if necessary.
- Each standard (non-role) criteria is combined using an
AND
operator. This means that a member must satisfy all criteria to be included in the group. - Role based criteria are combined with an
OR
. This means that a member only needs to satisfy one role criteria to be included. - Standard and role criteria are combined with an
AND
Role Criteria
Please be aware of the following when defining role criteria
- The Role identifier must be chosen
- An optional Target Type can be chosen
- Optional Target IDs can be chosen, using a variety of opertors:
Equals
,Not Equals
,In
,Not In
,Between
To query for all TSOs for both buildings and car parks you would specify 2 criteria:
Field | Operator | Value |
---|---|---|
Role | Equals | TSO |
Target Type | Equals | BUILDING |
Field | Operator | Value |
---|---|---|
Role | Equals | TSO |
Target Type | Equals | PARKING |
For example, to query for all TSOs in buildings 31, 28 and 513 you would specify:
Field | Operator | Value |
---|---|---|
Role | Equals | TSO |
Target Type | Equals | BUILDING |
Target ID | In | 31,28,513 |
Examples
The following would give me all the Section and Group leaders in building 31:
"BUILDING Equals 31" AND
(
"Role Equals SL, Target Type Equals SECT" OR
"Role Equals GL, Target Type Equals GROUP"
)
If I modified it to the following I would have no members because nobody is in both building 31 and building 28.
"BUILDING Equals 31" AND
"BUILDING Equals 28" AND
(
"Role Equals SL, Target Type Equals SECT" OR
"Role Equals GL, Target Type Equals GROUP"
)
If I wanted Section and Group Leaders from both buildings I would use the In
operator for the building criteria:
"BUILDING In 31,28" AND
(
"Role Equals SL, Target Type Equals SECT" OR
"Role Equals GL, Target Type Equals GROUP"
)
Several incidents have been caused over the years by people adding a criterion PersonID Equals 1234567
when troubleshooting an issue - please be aware that this will reduce your dynamic group to a single person.