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Dynamic Teams List View

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Overview

Dynamic Teams automatically determine membership based on rules and criteria you define. Unlike static teams where you manually add members, dynamic teams automatically include technicians who match specified conditions.
Dynamic teams are powerful for creating groups that automatically update as technician attributes change. When a technician gains a new skill or changes location, they’re automatically included or excluded from relevant dynamic teams.

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When to Use Dynamic Teams

Create dynamic teams for:
  • Skill-Based Groups - All technicians with specific certifications
  • Location-Based Groups - Technicians within a geographic area
  • Availability Groups - Technicians currently on duty
  • Experience-Based Groups - Senior technicians or apprentices
  • Combined Criteria - Complex conditions using multiple attributes
Use dynamic teams when membership should change automatically based on data. Use static teams when you want direct control over membership.

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Dynamic Team Information

Each dynamic team includes:
FieldDescription
Team NameDescriptive name
DescriptionExplanation of the team’s purpose
RulesCriteria that determine membership
Current MembersTechnicians who currently match rules
StatusActive or inactive

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Rule Components

Rules can be based on:
AttributeExample Rule
SkillsHas skill “HVAC Installation” with level “Expert”
CertificationsHas valid EPA 608 certification
LocationHome address within 20 miles of branch
BranchAssigned to North Branch
StatusIs currently Active
ExperienceStart date before 2020
TeamMember of Service Team

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Creating Dynamic Teams

1

Navigate to Dynamic Teams

Go to Workforce > Dynamic Teams
2

Click Create

Start a new dynamic team
3

Enter Team Details

Provide name and description
4

Define Rules

Create rules that determine membership
5

Set Rule Logic

Choose AND/OR combinations for multiple rules
6

Preview Members

Review who currently matches the rules
7

Save Team

Activate the dynamic team

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Building Rules

1

Select Attribute

Choose what to evaluate (skill, location, etc.)
2

Choose Operator

Select comparison type (equals, contains, greater than)
3

Set Value

Define the value to match
4

Add More Rules

Optionally add additional conditions
5

Set Logic

Choose whether ALL rules must match (AND) or ANY rule (OR)
Test your rules before activating. Preview the resulting membership to ensure the rules capture the intended technicians.

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Rule Logic

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AND Logic

ALL conditions must be true: 
Has skill "HVAC"
AND Has skill "Refrigeration"
AND Status is Active
Result: Only technicians with both skills who are active

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OR Logic

ANY condition can be true: 
Has skill "HVAC Installation"
OR Has skill "HVAC Repair"
Result: Technicians with either (or both) skills

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Combined Logic

Complex rules combine AND and OR: 
(Has skill "Electrical" OR Has skill "HVAC")
AND Status is Active
AND Branch is "North"
Start with simple rules and add complexity as needed. Complex rules are harder to troubleshoot when membership doesn’t match expectations.

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Dynamic Team Examples

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Certification-Based Team

Emergency Response Team
  • Has certification “Emergency Response”
  • Certification is not expired
  • Status is Active

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Skill-Level Team

Senior Technicians
  • Start date before 2020
  • Has skill level “Expert” in at least one skill
  • Status is Active

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Geographic Team

Downtown Coverage
  • Home address within 10 miles of downtown office
  • OR Assigned to Downtown branch

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Combined Team

HVAC Emergency Response
  • Has skill “HVAC”
  • Has certification “EPA 608” (not expired)
  • Currently on duty
  • Status is Active

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Managing Dynamic Teams

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Monitoring Membership

Dynamic teams update automatically, but you should:
  • Periodically review current membership
  • Check that expected technicians are included
  • Verify no one is incorrectly excluded
  • Adjust rules if results don’t match intent

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Troubleshooting

When membership isn’t as expected:
  1. Check technician attributes match rule criteria
  2. Verify rule logic (AND vs OR)
  3. Look for typos in rule values
  4. Check if attributes have been updated
  5. Review certification expiration dates

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Rule Maintenance

Keep rules current:
  • Update when skill names change
  • Adjust geographic boundaries as territory changes
  • Modify certification requirements as regulations change
  • Remove obsolete criteria

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Best Practices

Name dynamic teams descriptively. The name should indicate what criteria defines membership.
Add descriptions explaining why rules are configured as they are. Future administrators will thank you.
Begin with straightforward rules. Add complexity only when needed.
Periodically review dynamic team membership. Ensure rules still align with business needs.
Preview membership changes before saving rule modifications. Unexpected changes can affect dispatch.
Use dynamic teams for automatic membership and static teams for manual overrides when needed.

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Common Questions

Dynamic team membership is evaluated when needed (e.g., at dispatch time). Changes to technician attributes are reflected immediately.
No, dynamic team membership is automatic. If you need to include someone who doesn’t match rules, adjust the rules or use a static team.
A technician can be in multiple dynamic teams simultaneously if they match the criteria for each.
Add exclusion rules (e.g., “Employee ID is not 12345”) or use a static team for direct control.
Rules are typically based on technician attributes, not history. For history-based assignment, use dispatch rules instead.
The team will have no members. Work assigned to an empty dynamic team cannot be dispatched until someone matches.

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Related Documentation

Teams

Static team management

Skills

Skill definitions

Technicians

Technician attributes

Dispatcher

Dispatch and assignment