---
title: "Dynamic Groups"
slug: "dynamic-groups"
description: "Get insights into creating dynamic groups in Scalefusion based on specific criteria. This guide covers how to set up and manage dynamic groups."
updated: 2025-06-11T06:15:50Z
published: 2025-06-11T06:15:50Z
canonical: "help.scalefusion.com/dynamic-groups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.scalefusion.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dynamic Groups

Dynamic Groups, as the name indicates, are dynamic in nature, where the admin can define a set of rules, and when those rules or conditions are met, the devices get added to the groups. This allows IT Admins the flexibility to auto-adjust the profiles/policies based on certain conditions where if the devices meet those conditions, the groups are auto-assigned to them. In other words, the set of rules acts as device collectors periodically.

Let us understand how you can create rules to move the devices automatically.

## Before you Begin

1. Have a valid Scalefusion Dashboard account.
2. Device Groups should exist in the Scalefusion Dashboard.
3. Access to Device Groups.
4. Users should be subscribed to the Modern Enterprise Plan to use this feature.

## How to Access

The conditions for Dynamic Groups can be defined through the **Automation** feature under Device Groups. To access:

1. On the Scalefusion Dashboard, navigate to Groups > Device Groups.
2. Click on View Details on the Group in which you have to define rules for adding devices. The group under which you are defining rules becomes the target group. So those devices belonging to other groups or not belonging to any group get moved to this group if they meet the conditions defined herein.
3. Navigate to the Automation tab. Click on Create, which opens the rule wizard![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T215257.268.png)

## Create New Rule

The rule wizard opens in which you can define the rules. This involves the following steps:

[Step 1:](/v1/docs/dynamic-groups#step-1-configure-conditions) **Configure** the conditions by creating condition groups and define the rules for automation.

[Step 2:](/v1/docs/dynamic-groups#step-2-set-automation-rules-schedule-and-alerts) Choose a **schedule** to run this rule and **configure** the email alerts to finish creating the rule.

[Step 3:](/v1/docs/dynamic-groups#step-3-save-the-rule) Save the Rule![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T215246.266.png)

## Step 1: Configure Conditions

Select Properties

#### Select Properties from the Property section

The first step to configure conditions is to select properties over which you can define rules. To do so,

1. Navigate to **Configure Conditions**
2. Go to the Property section on the left. The properties are divided and listed under different categories. To add a property, click on the arrow next to the category that expands it.![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T215406.534.png)
3. Here is a list of categories and properties under each:

| **Category** | **Property** |
| --- | --- |
| Hardware | - Make - Model - Total RAM - Available RAM |
| Software | - Any application - MDM agent version - Build Version - OS Type - OS Version - Firmware |
| Device management | - ADE Server - Device Name - Enrollment Date - Enrollment Method - Management Mode - Management state - Management type |
| Compliance | - AntiSpyware - Antivirus - Device Encrypted - Fire Vault - Firmware password - Jailbroken/Rooted - Password |
| Network | - Bluetooth mac address - Connection status - Connection type - Ethernet Mac address carrier - Firewall - IP Address - Wifi SSID - Wifi mac address |
| Storage | - Device storage - External storage |
| Telemetry | - Battery level - Battery temperature - CPU temperature - Screen temperature |
| Custom Fields |  |
4. Select one or more properties (by clicking on the + sign). It is displayed on the right side section under Condition Group 1.
5. Define rule(s) for the selected property.

Add Conditions

#### Add conditions for the property to create a rule

The next step is to add conditions over the selected properties to define the rule. To do so:

1. Add a property by clicking on the + sign next to the property.![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T215756.340.png)
2. You will see it displayed on the right section as Condition Group 1 (if it is the first condition).![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T215811.024.png) The Condition Group names can be renamed by clicking on the edit (pencil) icon next to it.
3. For the added property, select the operator from the drop-down. Here, the values are based on the property type. For example, for Available RAM, the operators are Less or equal, Greater or equal![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T215835.277.png)
4. Add values - To complete defining the rule, add values for the property. This can be an input area drop-down or date widget depending upon property type.![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T215857.309.png)
5. To add another condition in the same group, select one more property from the properties on the left.
6. The same steps (#1 to #4) need to be repeated to add the next rule in the condition group. In between the conditions, select an **And/OR**.![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T215916.949.png)
7. After defining the rules, click the **Next** button on top.

### Important Points

1. There can be multiple condition Groups. To add another condition group:
  1. Add And/OR group condition from the top (right of condition group name) and select an operator.![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T220052.271.png)
  2. A new condition group will be displayed in which you can define properties and create rules in a similar way.![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T220111.736.png)
2. Each condition group can have multiple conditions separated by And/OR![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T220129.958.png)
3. An AND condition would mean that all the conditions should be satisfied, and an OR condition would require any one of them to be true.
4. Users can delete a **Rule** by using the delete icon next to the rule![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T220148.158.png)
5. Users can delete a **Condition Grou****p** using the bin icon.![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T220206.787.png)
6. Some properties can be selected multiple times within a condition group. They are:
  1. Any Application
  2. MDM Agent Version
  3. Management State
  4. Management Type
  5. OS Type
  6. OS Version
7. When creating an automation rule for a **user group**, if a device is moved from one group to another and the user associated with the original group is deleted afterward, the device will be removed from both the original and the new groups.

#### Example![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T220245.906.png)

To explain with an example, in the above screenshot, we have defined a rule where:

- **Condition Group 1** has two properties viz Make AND Model
- **Condition Group 2** has one property viz OS type

So it will look for devices of OS type Android having Make Samsung **and** Model SM-A920F. Where all three conditions are met, such devices will be added to this Group.

## Step 2: Set Automation rules, Schedule and Alerts

Automation Rules

**Move the devices out of this group or to their last known group if they no longer meet the rules**

This setting becomes effective if you are editing the already-defined rules. If this setting is enabled and case rules are updated,

- It removes the devices that do not meet the conditions as per the updated rules from this group and/or
- moves the devices to their known group if they meet all the conditions.

If disabled, it would not automatically move the devices that are already added to this group. Instead, you will need to manually move them by removing them from this group.![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T220351.874.png)

### Configure Schedule

You can configure the schedule for running this rule and alerts that are triggered after this rule is executed.![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T220412.696.png)

| **Setting** | **Description** |
| --- | --- |
| Frequency | Select how frequently the rules should be run and executed from the following options: - Every 6 hours - Every 12 hours - Daily (selected by default) - Selected Days - Select the day(s) from Monday to Sunday to run the rules. The days are displayed when you choose this option. |
| Timezone | Select the timezone which has to be followed for the rules to be run from the drop-down |
| Time | Allows you to select a time when this rule will be run. The drop-down shows time in 15-minute intervals. |

**Note:**If a rule is set to be run at a given time, then another rule cannot be scheduled to run at that time. As a result, while creating other rules, the time interval (for which a rule is already set) will appear as greyed out. Mousing over it will display the group to which that timeframe is allocated.

### Configure Email Alerts

You can also configure to whom the Email alerts should be sent once the rule is executed and devices meet the conditions. Following are the options. Select any one:

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-1749548135336.png)

- Global Email Settings: Sends emails as per global email settings configured under Workflows
- Custom Email Settings: Enter email IDs (separated by a comma) to whom the email should be sent.

The email provides a summary of the number of devices added and removed from the group based on the conditions defined. It also has a **csv** attached, which contains information on all the devices (moved and removed).

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-1749548273935.png)

## Step 3: Save the rule

1. Once rules are defined and schedules and email alerts are configured, click **Create Rule** on top.![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T221235.587.png)
2. **Test Run:** Indicates devices that will be moved once the rule is executed. The device details are displayed in a dialog box that opens when you click on the button **Test Run![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T221256.895.png)**
3. On clicking **Create Rule**, the automation rule gets created and displayed under the Automation tab with the logs as shown below:![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T221357.288.png)
4. When the rule is executed as per schedule, the logs will reflect the same. From Actions, you can also download the automation rule execution report in csv format.
5. At any point, you can edit a rule by clicking on the **Edit Rule** button on the top right. Click **Delete** to remove the automation rule.
6. On the main device groups page where all groups are listed, note that the group over which automation rules are defined is marked with an icon and the time at which it is scheduled to execute.  
![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-1749548532071.png)

## Frequently Asked Questions

**Question:** Can the automation rules be defined for User Groups also?

**Answer:** Yes. Automation rules can be defined for User groups as well. At execution, it moves users along with their devices that meet the conditions.

**Question:** From where can we define automation rules for User groups?

**Answer:** The conditions for Dynamic Groups can be defined through the **Automation** feature under User Groups. To access:

On the Scalefusion Dashboard, navigate to **Groups > User Groups**.

Click on **View Details** on the Group in which you have to define rules for adding users' devices. The group under which you are defining rules becomes the target group. So those devices belonging to other groups or not belonging to any group get moved to this group if they meet the conditions defined herein.

Navigate to the **Automation** tab. Click on **Create![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image%20-%202023-09-12T214900.408.png)**