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Create and manage groups

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Use groups to organize users in Nutrient Workflow Automation. Assign groups to tasks, roles, reports, and dashboards.

The Groups area uses the modern Baseline interface. Older screenshots may look different, but group creation, editing, deletion, membership, process, and role workflows remain available based on your permissions.

To open the groups page, complete these steps:

  1. Select Administration > Groups from the left navigation menu.

  2. Click Add Group.

The groups list shows a member count for each group so you can identify empty groups.

Create a group

When you create a group:

  • Enter a Group Name.
  • Optionally enter a Description.
  • Enable Dynamic if you want the group to populate from Dynamic SQL criteria.

After you save the group, you can add members immediately. You can also return later and use the Manage Members icon to add or remove members.

Manage group members

For standard (non-dynamic) groups, you can add:

  • Individual users
  • Other groups

To add members, click the + icon next to each user or group.

Create a dynamic group

Dynamic groups populate members from a query.

  1. Set Dynamic to Yes.
  2. Enter criteria in the Dynamic SQL field.

The expression in Dynamic SQL acts as the WHERE portion of a SQL query. The system runs the query when it resolves the group.

For example, a criterion that filters users with TITLE = 'Reviewer' includes users whose title is Reviewer each time the group is referenced.

View a group’s permissions

To view permissions assigned to a group, click the Key icon in that group’s actions column. The list includes permissions across item types, such as processes, forms, and dashboards.

This opens the group permissions list section. It groups permissions by item type and supports filtering and CSV export.

Only system administrators can access the permissions view. For more information, refer to the permissions overview guide.

Dynamic SQL field names

If you use multiple attributes in Dynamic SQL, enclose the SQL expression in parentheses ( ).

Use these Workflow Automation contact table fields when you build dynamic group criteria:

  • CONTACT_ID
  • NT_ID
  • FIRST_NAME
  • MIDDLE_NAME
  • LAST_NAME
  • EMAIL
  • PHONE
  • TITLE
  • DEPARTMENT
  • COST_CENTER
  • DIVISION
  • REPORTS_TO_GUID
  • C_FIELD_1
  • C_FIELD_2
  • LOCATION
  • ADDRESS1
  • ADDRESS2
  • CITY
  • STATE
  • ZIP
  • COUNTRY