Rule-based assignment allows you to assign content automatically to multiple Groups of people. Instead of having to go through the manual process of selecting Courses for individual people, Content is automatically assigned if a learner matches a specific Rule.

In the platform, there are two ways of utilizing Rule-based assignments:

The Rules setting allows you to set specific Rules to determine who should automatically be added as group members. After setting these Rules, people who fulfill the Rule will automatically be added to the Group and you can assign content to the Group.

To add Rules, navigate to Admin > Organization > Groups. Choose the Group that you want to edit, click Rules then click on Add Rules. If you did not add Groups yet, feel free to read this article about User Management.

Per default, the following Rule conditions can be set:

Choose the Value (email, role, creation date, or job title) that should determine the Rule. Choose the Operator (is/is not / contains/doesn't contain etc.) and type in what the Value should be.

A Rule only needs one Condition, but you have the option of adding more Conditions within the same Rule if you need to narrow the scope of who should be added as group members based on this Rule. Alternatively, you can create multiple different Rules. If you add multiple Rules to a Group, a user must fulfill just one of the Rules to be added as a member.

If you want to edit or delete Rules, simply navigate to the Rule, click on the three dots (...) to the right, and click on Edit / Delete.

In the above example, we show how to automatically group New Hires that were created in the platform in September. We want to use Rule-based assignments to easily assign them the same onboarding content. The value that the New Hires have in common is their Creation date.

The Rule will be: if > Creation date is 01/09/2021. Any user who was created on 01/09/2021 will then automatically be added to the Group.

To assign a Course, navigate to Admin > Learning > Courses and choose the Course you want to assign. Click on Assignments and choose Groups. Select the Group you want to assign the Course to. Now, everybody that fulfills the Rules you set for that Group, will be assigned to the Course.

When assigning Content to a Group, you have the option to differentiate between Standard and Hierarchy. You will be shown Standard (Groups) by default.

If you wish to assign a Hierarchy Group, you must simply click the dropdown to switch it from Standard to Hierarchy, and assign the appropriate Hierarchy.

In the following example, you can see how it looks if people are assigned to a Course via a Standard Group. If a user no longer fulfills the Rule of the Group, the assignment will automatically be removed from the learner's Courses.

If you want to remove a Group assignment for a user, you must change the corresponding Group accordingly as it is not possible to edit a Group assignment for an individual user. For instance, if you'd like to remove Viktor's assignment from the example below, you would need to navigate to Admin > Organization > Groups and change the Rule/Group members accordingly.

When assigning Content, you will see three tabs representing the different ways of assigning Content. The tabs are labeled Users, Groups and Rules. Click Rules to assign Content via Rules directly.

Click Add rules and find a similar view to when you set up Rules to populate Groups. Rules support the following conditions:

Note that multiple Conditions can be applied for one Rule, and multiple Rules can exist at the same time.

Content assignment via Rules directly targets Users by the Conditions of the Rule (not Groups). This means that if a User is assigned via a Rule, but at a later point in the future no longer meets the Conditions of the Rule, then the assignment will automatically be removed.

Once a Rule has been created, it will look like this:

Finish the assignment flow the same way you would a User or Group assignment.