Smart Group User Criteria Within Smart Groups

回答済み

Rukia Al-Almiri

2020年09月02日 16:34

The current user group criteria is limited to only 'static' groups which makes user onboarding daunting, and limits what we can do with 'Smart Groups'.

Our current process for adding users is filling out the user's information, including the user's department, and from that we have a smart groups set up for specific departments with the criteria based on the user's department. From there, the smart group is linked to specific training campaigns, and that way we eliminated manually adding users to groups that correspond to their department, and it's done the moment the user is created in the system.

However, because of this we found limitations that would otherwise force us to add users to groupings manually. Since smart groups won't allow you to specify if the user is in another smart group, we can't have smart groups set up around something like system access.

The main concern we have with this is for our "clicker" groups, we currently have two tiers, one that's moderate (less than 3 clicks), and the other more severe. For the moderate group, we wanted to have it defined so it would not include users that are in the severe group, but other than having a long list of criteria to include everything in the 'severe' group which would hit the maximum, there's no nice way around this.

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  Walter Nelson 2020年09月03日 21:38

  Hi Rukia,

  Thank you for posting on our community board. I can definitely see how not being able to target another smart group is restrictive. I have gone ahead and submitted this suggestion to our development team so they can look into this possibility. 

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  Jon Walters 2021年03月15日 13:10

  I second this request.  I'm trying to use a smart group to aggregate the results of a couple other smart groups (because of the missing OR and grouping query functionality of smart groups) but I'm running into this exact restriction.  Please consider this for future releases.

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  Walter Nelson 2021年03月15日 15:48

  Hi Jonathan,

  Thanks for your post and your interest in this feature. I have added you as a +1 on this as well.

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  Julie Anderson 2022年03月29日 16:38

  Are there any updates on this?  I would like to use a smart group to filter users out of a smart group. 

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  Najjah Gilbert 2022年04月05日 18:42

  Hi Julie,

  Thank you for your interest in this feature. We don’t have any updates to provide at the moment, but I’ve added you as a +1 to the request.

  Thank you,

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  Jsc 2022年06月30日 16:20

  I also would like to see this feature implemented. Smart Groups as Smart Group criteria would go a long way to further the user automation possibilities.

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  Michael Miller 2022年07月07日 12:52

  Hi Jsc, 

  Thank you for your contribution. I have added you as a +1 on this!

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  Jason Mardian 2023年02月08日 15:35

  This feature (being able to reference another smart group in a smart group), would be a great addition to the smart group features.  Doing so will help automate some of the remediation.  

  Please add me as a +1 as well.

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  Tanisha Aybar 2023年02月10日 16:50

  Hi Jason,

  We appreciate your feedback! I've added you as a +1 on this feature request.

  Have a great day!

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  Sean Thomas 2023年02月14日 16:51

  This is absolutely needed.  I have had to create multiple smart groups that all contain the same filters except for one item (and then need to edit every one of them when a change is required) because of the lack of this functionality.

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  Alysia Maxwell 2023年02月16日 19:29

  Hey Sean, 

  I do apologize for the inconvenience you currently experience and I hope our team can get this implemented! I have added you as a plus one to the request. 

  Warm regards, 

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