Smart Groups - AND/OR Criteria

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    Lauren Ashley

    Hello Todd!

    Thank you for providing this insight. This feature does not currently exist, but it is something we are looking into for the next release of Smart Groups. I have submitted your feedback to our Development team to review. In the meantime, you have come up with some great alternatives, thank you for sharing!

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    Stephen Day

    Thanks, Natalie...  You might want to tell you programmers to also add in the ability to group the criteria between the operators.  For example if you have A and B or C, does that mean (A and B) or C, or A and (B or C)?  Hence, some sort of associative grouping will also need to be included in this revision.  Right now, this is not needed since A and B and C gives the same logical results as (A and B) and C as well as A and (B and C).  But when you start mixing conjunctive (and) and disjunctive (or) operators, you'll need the grouping.  I ran into this problem with other applications, so I'm giving a "heads up"  :-)   Thanks!

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    Stephen Day

    Thanks, Lauren!  I have a similar need for an "OR" condition.  Noted your comment was left in October 2017 - about 7 months ago.  Any new development as to when this feature might be available?

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    Natalie Koly

    Hi Stephen,

    Thank you for your input on this! We currently do not have a release date for this feature. However, I have submitted an additional request for this feature to our development team for their review. We base a lot of our new releases and features on customer ideas and requests, so we do appreciate your feedback!

    Thank you!

    Natalie
    KnowBe4

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    Natalie Koly

    Hi Stephen,

    I should have mentioned in my previous response that, although we do not have an OR option, you can achieve your original goal with your tiered phishing Smart Groups by using our “any failures” option that is now available.

    If possible, could you describe a case where you needed an OR operator? We may be able to provide a work around!

    Also, thank you for the additional information regarding the inclusion of operators! Our team appreciates all of the helpful feedback.

     

    Thank you!

    Natalie
    KnowBe4

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    Stephen Day

    In this case, I did come up with a workaround process using two SGs in the campaign, thanks to a suggestion one of your support staff (Gus).

    However, here's the Beginner Phishing SG I was attempting to create:

    User must have had any failures more than 0 time in the last 4 weeks    <-- this handles existing employees with failures

    OR

    The user must have been created in the last 4 weeks  <-- this adds new employees

     

    Hope that helps!  Thanks!

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    Natalie Koly

    Hi Stephen,

    I'm happy that our support team was able to help you develop a workaround. Thank you for the example OR scenario! I will make sure to include this as part of the feature request. As always, we appreciate your feedback!

    Thanks again!

     

    Natalie
    KnowBe4

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    Roman Medina Jr

    Is this available now to use OR statements in a smart group?  I couldn't find how to do this in the current smart filters.  Thanks

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    Douglas Freeman

    Hello Roman, 

    Thank you for your contribution to the community board. 

    Currently, we do not support OR statements in smart groups. If you need set of criteria that can assist in pulling the criteria that you need I'd be glad to open a support ticket on your behalf to see if we can assist with that setup. 

    I've also submitted a feature request on your behalf so our development team knows that this is being requested!

    Thank you again for your contribution to the board. 

     

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    Helen Planchak

    Okay, it is coming up on our first year with KB4 platform, and I have yet to see any real significant improvements about feature requests like this one going back to 2018. "or" is a really basic component of logic and quite frankly the work around for creating a group based on real failures doesn't work as expected if you have out of office replies that show up as failures.

    Can you tell me if the request to incorporate "OR" into the logic of Smart groups has been requested?  if so, where does it sit on the list of enhancements? 

    Is there a date of the next product update?

    Thank you.

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    Stephen Day

    I am wondering if De Morgan's law might be useful here in translating an OR statement into an equivalent AND statement:

    P OR Q = NOT( (NOT P) AND (NOT Q) )
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    Douglas Freeman

    Good Morning Helen, 

    I can let you know that the feature has been requested, I can't speak to if we are going to be implementing it or where it sits on the list of enhancements. Those decisions rest with the product and development team. We don't guarantee any feature requests will go into production, or provide a timeline for those requested items. 

    We are always pushing out product updates so I suggest bookmarking the Knowbe4 change log to keep up with any product updates that might occur. 

    Sorry, I don't have a better answer for you on this item.

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