Getting Started
▶️ How to create your first Procedure
What is an attribute ?
What is a role ?
▶️ How to add a contact
How to automate the synchronisation of contact data
Roles
Procedure Manager
Directory Manager
Directory
How to edit a contact attribute ?
How to establish the procedure for the update contact request ?
GDPR and data masking
How to print a global view of contacts by administrative units ?
What is a group and how to create it ?
What is a personnal alert scheme ?
What is a dynamic selection and how to create it ?
Import/Export
How to export contacts from the Directory ?
How to update multiple contacts ?
How to import contacts?
Calendar
Administrator
Procedure launcher
My account
How to change my password ?
How to change language ?
Why do I receive a Brute Force Login Attempts detected" message
Product User Manual
Product Updates
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- What is a dynamic selection and how to create it ?
What is a dynamic selection and how to create it ?
Updated
by Cédric Compagnon
The dynamic selection is based on attributes of contacts to form a "dynamic" contact group.
It can be created automatically (the creation of a calendar generates a dynamic selection - see "How to create a calendar ?") or manually:
- Insure youself that attributes are correclty encoded
- Click on the button "Add a dynamic selection"
- Establish conditions of the dynamic selection (for exemple, contacts who has the attributes "Function = Doctor")
- Click on the link "here" to have a preview of contacts which are concerned by conditions
- Click on "Save"
