Group - Add Criteria

When creating a group, up to 50 criteria can be added, which can be any combination of AND or OR statements (e.g., 25 AND statements and 25 OR statements, 10 AND statements and 40 OR statements).

To create a group from the Organizational Unit page, go to Admin > Tools > Core Functions > Organizational Units > Manage Organizational Unit Hierarchy. From the Select Organizational Unit drop-down list, select Group. Then, select the Add Group link.

Add Criterion

To add a new criterion:

  1. Select the Add New Criteria icon in the Group Criteria section.
  2. From the pop-up, select the appropriate organizational unit (OU), standard field, or User custom field that will be used to define the group. The selected criteria appear in the Group Criteria section.
  3. Operand - Click drop-down to select from list of operators. The operator determines how the data is to be manipulated. Operator list varies according to the selected attribute.
  4. Attribute Value - Click the field to select the appropriate criteria value. The character limit for this field is 5,000.
Field Type Operand Attribute Value
Checkbox Equal to, Not Equal to Drop-down
Date Field On or after, On or before, After, Before, Not on, On Date selector
Multiple Checkbox Includes any of, Is exact match, Includes all of, Does not include any of, Is not exact match, Does not include all of Drop-down
Number Less than or equal, Greater than or equal, Less than, Greater than, Not equal to, Equal to Numerical text box
Radio Button Equal to, Not Equal to Drop-down
Scrolling Text Box Equal to, Starts with, Not equal to Text box
Short Text Box Equal to, Starts with, Not equal to Text box
Drop-down Equal to, Not Equal to Drop-down
OU Is, Is Not, Below, Is or Below, Is Not or Below OU selector

Click on the Save icon to save this criteria.

  • OR statements signify that only one of the conditions must be met for a user to be included in the group. To create an OR statement for this group, click the Add New Criteria icon next to the Group Criteria section heading. Users who meet any criteria will be included in this group.

  • AND statements signify that both conditions are required for a user to be included in the group. To create an AND statement, click the Add Condition link above an existing condition. Then, select attribute, operator, and operand and click the Save icon. Only users who meet all criteria and conditions of this group be included in this group.

Tip: An OR statement is separated by a line; an AND statement is not.

Note: For Multiple Checkbox type custom fields, multiple options can be selected in the drop-down when configuring criteria. When multiple options are selected, the options are applied as an AND condition. For example, if two criteria options are selected, the selected options display for the criteria as "AND [Field Name] is exact match [Criterion 1] and [Criterion 2]." For all Multiple Checkbox type custom fields, an "All" option is also included. When selected, all criteria options are checked. When unselected, all criteria options are unselected. If the "All" option is selected, the selected options display for the criteria as "AND [Field Name] is exact match All ([Criterion 1] and [Criterion 2])." Options display in the order in which they are created by the administrator.

To create a group based on training or certification status, follow these steps:

  1. In the Group Criteria section, click the plus icon to the right of the section heading. From the pop-up, select the appropriate criteria (training or certification). The selected criteria appear in the Group Criteria section.

  1. From the Please select one or more statuses drop-down list, select the statuses on which you want to filter users. Multiple statuses can be selected. The available statuses depend on whether training or certification is selected. This field is optional, but at least one status or assignment type must be selected.
  2. From the Please select assignment type drop-down list, select the assignment types on which you want to filter users. Multiple assignment types can be selected. This field is optional, but at least one status or assignment type must be selected.
  3. Click the Select Certification or Select Training field to select specific certification or training items. This field is required and multiple training or certification items can be selected.
  4. After setting the appropriate criteria, click the Save icon or click the Cancel icon to remove the criteria. Once a criteria is saved, it appears in the Group Criteria section.

Training Condition Options