Procedure
- On the Admin home page, select User groups, and then on the User groups page, select ADD.
- In the User group dialog box, enter a name for your group and select how you want to build your group:
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Fixed list of users:
- From the list of users, select all the users you want in your group.
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Variable list of users using filters:
- Choose either:
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Existing filter:
- From the list of filters, select the one that you want. You can see how many users meet the selected filter.
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Add a new filter:
- Select either:
- Meet ALL of the following conditions (and) - If you want to hide the selected data when it meets every condition you add, add a condition under this section.
- Meet ANY of the following conditions (or) - If you want to hide the selected data when it meets just one of several conditions, add your conditions under this section.
- From the Property list, select the model's property. The following options vary, depending on the property that you have chosen.
- From the Criteria list, select the condition you want the property value to meet to hide the block from the page.
- In the Value box, enter the property's value that you want the condition to meet to hide the block from the page.
- Select either:
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Existing filter:
- Choose either:
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Fixed list of users:
- Once you've chosen your users, select ADD. You can now select your user group when adding the Send notification workflow action to a workflow. See our knowledge base article, Add a Send notification workflow action.