How to Edit Smart Group Rules

By Matt Todaro
Founder, Head of Product
  1. After opening a group's admin page, open the Smart Group Rules tab.

  2. Click the Add Condition Group button.

  3. A table will appear with a list of rules that are part of that condition group. Select a rule from the dropdown field that shows within the table row.

  4. Depending on which rule is selected, an additional field may appear in the table row.

    • For example, if you select the rule Submitted Document - Accepted an additional dropdown select box will appear that will let you pick a document to apply as part of that rule.
  5. Add additional rules as needed by clicking the Add new condition link at the bottom of the table.

    • Conditions can be removed by clicking the red X button in the right column.
  6. Add additional condition groups by clicking the Add another condition group link at the bottom of the table.

    • Condition groups can be removed by clicking the white Remove text found within the blue table row headers.

Article Series:

Smart Groups

How to Create a Smart Group
How to Manually Add Members to a Smart Group
Smart Group Rules: What Are They and How Do I Use Them?
How Do I View a List of Club Members That Are Part of the Group?
How to Export Group Members Into a Spreadsheet