Automatically Assign Users to Dynamic Groups by Attribute
The “Assign to group(s) by template” action allows you to dynamically assign users to groups based on their custom attributes—no need to manually create a rule for each possible value.
Example:
Suppose your employees have a custom attribute called office with values like SF, NY, or Boston.
Instead of creating separate rules for each office, you can use a single rule with a template like:
CopyEdit{{custom__office}} OfficeThis automatically assigns:
Users with
office = SFto SF OfficeUsers with
office = NYto NY OfficeAnd so on…
If a new office is added (e.g., Boulder), the rule automatically creates and assigns users to the new Boulder Office group—no extra setup required.
Key Benefit:
Save time and reduce manual updates by creating one smart rule that adapts as user attributes evolve.