Overview

Dynamic groups can be to create flexible approval workflows based on certain criteria, such as categories or other attributes. With dynamic groups, you can set up rules or conditions using a tree control interface. This allows you to define the conditions under which certain approvals are required.

For example, let's say you have different categories of items that require approval before they can be processed. You can create dynamic groups where each group is associated with specific categories, and the approval process is triggered based on the category of the item being processed.

When you open a CAB (Change Advisory Board) approval that has dynamic groups defined, you'll typically see the criteria specified within the dynamic group settings. These criteria determine which items fall under the purview of that particular approval group. It could include things like the type of change being made, the affected systems, the potential impact, or any other relevant factors.

Dynamic groups add flexibility to approval processes, allowing organizations to adapt their workflows based on changing needs or circumstances.

For more details about the Use Case, refer to the graphics below:

Having seen the use case, let us start configuring Dynamic Groups.