Dynamic Groups

Dynamic groups allow you to design adaptable approval workflows by using specific criteria, such as categories or attributes. By establishing rules or conditions with a tree control interface, dynamic groups enable you to determine the exact circumstances under which particular approvals are necessary.

In the knowledge management module, you can set up dynamic groups for approvers and publishers according to chosen categories and classifications.

1. To create a dynamic group, navigate to Design Studio > Module > select Knowledge module > Groups > Dynamic Groups.
   Figure: Dynamic Group
   
   
2. Click Add Dynamic Group, the configure record attribute group pop up is displayed.
   Figure: Add dynamic group

The following table explains the fields available to create a group. 

Field	Description
Group Name	Type in the required group name.
Table	Select the transaction table on which the group conditions are based by entering the table or form name. Forms or Tables created under Form Designer section populate under the drop-down list.
Record Attribute	Choose the table to configure the Group. The drop-down menu displays the attributes of the selected table. You can also select table attributes to configure the record Group as required.
Alias Name	Specify an alias name for the group. If you wish to add multiple rows to the record attribute, click Add Row icon.
Column Name	Specify a column name for the entry in the group.
Name Every Group Entry	Enable the toggle button to name every entry made in the group.
Active	Enable the toggle button to make the dynamic group active.
Cancel	Click Cancel if you do not wish to add the dynamic group.
Submit	Click Submit to add the created dynamic group.

Refer to the below sample screenshot for creating a record attribute group.
Figure: Sample record attribute group

Configure Group Entry

After the new record attribute group is created, select the created group to add the approver and publisher criteria. Click New. Here the group KA Approver and Publisher is taken as an example.
Figure: New

After clicking New, on the page displayed, you may define the group criteria and users. For example, for the group KA Approver and Publisher, you can set the criteria for category and classification. Also, approver and publisher names can be configured.
Figure: Define criteria

The following table explains the fields available to add the group criteria. 

Refer to the below sample screenshot for group criteria and group users added for KA approver and publisher.
Figure: Group Criteria

To know more about Dynamic Groups, refer to this link.