You can create a Group through this workflow action by providing the Group Type, Parent Group and a Group Name, which are required to create the group. You may provide the Group Name and Description as either a text string (which can be generated using Lava in the case of the Group Name), or directly from the values other attributes.

If the "Group Attribute" is configured, the newly created Group will be stored in that attribute.

Allows you to set or update a group attribute. You must have the group stored in a Group type attribute. The value can be set by text (which can be generated by Lava) or by the value of another attribute.

This action sets the selected attribute to a child group of the configured Parent Group that matches the selected Campus attribute. This action is useful when you need to find a matching 'campus' group that exists as a child of a particular parent group -- a common configuration in certain multi-campus group folder designs.

This action adds a person to a specific group that you select in the action settings.

This action adds a person to a group provided via a workflow attribute. The default role will be used for the add. Optional parameters allow you to prevent the person from being added to the group based on the group's use as a security role, the group's type or its parent group.

This action will add a person to a group's attendance. You can also specify the date/time and location. There is also an option to add the person as a group member.

Additional Details

v13.6 Added the ability to optionally specify the Campus.

This action will update a group member's attribute with either a text value or an attribute. There is also the option to filter by the group role.

Adds a new note to a group member. The person must already be in the group for this action to work.

Additional Details

The Caption and Note fields are Lava capable so you can include something like this:

This is the note field for {% assign p = Workflow | Attribute:'Person','Object'%}{{p.FullName}} in
the {% assign g = Workflow | Attribute:'Group','Object'%}{{g.Name}} group.

...to create some very dynamic notes.

Removes the person from a group that is provided by a workflow attribute.

Removes a person from the group that is selected.

The Group Member Requirement Met action can be used to complete or "mark as met" any group member requirement. The "Person" field is used to set the person who marked this requirement as met. The "Group Member Requirement" field can either be the GUID of the group member requirement, or a workflow attribute for that value. The requirement will be set as manually met, and time-stamped with the time the workflow was run.

This action sets the selected attribute to a random group member. This action is useful when you need to assign a workflow to a random person in a specific group (e.g. for assigning requests). You can also filter by a Group Member Attribute.

Sets the group member's note property. Keep in mind that a group member can have as many 'Group Member Notes' as you'd like, but this is different. This is updating the note property on the group member.

This action updates a person's status in a provided group.