Note: This function is only available to Business E4 and Enterprise E5 super administrators and administrators with user group management permission. To upgrade your software, please contact support or a sales manager.
With Dynamic groups, administrators can set filtering rules based on member features to automatically add or remove members from specific user groups.
For example, the administrator can create a dynamic group of All interns in mainland China, so that all new hires that meet the filtering rules will be automatically added to this user group.
- 1.Create a dynamic group
Go to and click Organization > User Group > Dynamic Group > + Create Dynamic Group.
You can set a name for the dynamic group, and a group description to facilitate subsequent management.
Note: All user groups and dynamic groups in a team must have unique names.
Group member rules
Matching departments limits the range of members that can be added to the dynamic group.
After selecting matching departments, you can also tick Include the sub-departments within the selected department to have the system select direct members of the selected departments and all their sub-departments.
Matching rules have three components: Attributes, operators, and values.
- •Attribute: Is a feature of members, such as name, email address, account status, city, country/region, gender, direct manager, member type, date of employment, user ID, and custom text fields.
- •Operator: A logical relationship between attributes and values. Different attributes can have different operators. For example, if you select Country/Region as the attribute, the supported operators include equals, does not equal, is any of, is none of, is empty, and is not empty.
- •Values: After setting an attribute and operator, you need to add a value to complete the rule. Currently, dynamic groups can have up to 20 matching rules.
When you add multiple filtering rules, these rules have an AND relationship by default.
To customize the relationship between rules, turn on the Advanced operations switch. Then, you can specify the logical relationships between rules:
- •OR: Either one or the other rule must be satisfied.
- •AND: All rules must be satisfied.
- •(): Use parentheses to specify the order of logical operations.
The specifications for custom operations rules are as follows:
- •You can only use numbers, parentheses, AND, and OR. Specifically, the numbers correspond to the filtering rule serial numbers.
- •The numbers on the left and right sides of AND must be different.
- •The numbers on the left and right sides of OR must be different.
- •No repeated numbers are allowed.
- •Parentheses () must be used in pairs.
- •Characters are case insensitive.
- •If you turn off Advanced operations, all rules are connected by AND.
For example, in the figure below, members of the dynamic group must satisfy either is a regular employee and email is not empty" or is a regular employee and status is active.
Set a blocklist and allowlist
In addition to group member rules, you can also set blocklists and allowlists.
Users in the allowlist are automatically added to the dynamic group even if they don't satisfy the rules. Users in the blocklist are never added to the dynamic group even if they satisfy the rules.
Scope of disclosure and applying conditions
The scope of disclosure specifies the members (non-administrators) who can use dynamic groups and the scenarios in which they can do so. Currently, workspace administrators in Lark Wiki can create dynamic groups for workspace members.
For example, the scope of disclosure for the dynamic group Interns in Mainland China can be set to the specific employee Susan, and you can select the applying condition Share Wiki with the selected group. In this case, Susan can add the members of the Interns in Mainland China dynamic group to any of her workspaces, giving the members of the dynamic group access to the corresponding workspace.
After setting up the group, click Confirm to create the dynamic group.
- •After creating or modifying a dynamic group, the group must be fully recalculated. This generally takes about 5 minutes, but varies depending on the size of the organization and dynamic group.
- •If the member information or departments change for an existing dynamic group, these changes may add or remove members. Members are added or removed within 3 seconds after a change takes place.
Go to Dynamic Group > View members to find out whether a specified member is in the current dynamic group.