Dynamic Teams

In this article:

• What are Dynamic Teams?
• Who can do this
• How Dynamic Teams work
• Available criteria
• Combining criteria with all or any
• Using Custom Fields and date cohorts
• Creating a Dynamic Team
• Using Dynamic Teams for assignment
• Using Dynamic Teams for reporting
• Dynamic Teams vs. static Teams
• FAQs

What are Dynamic Teams?

Dynamic Teams are groups of learners that are automatically populated based on criteria you define. Unlike static Teams — which you manage manually or through Workflows — a Dynamic Team's membership updates in real time as your learners progress through their training.

This makes it easy to target the right people for content assignment and reporting, without having to maintain lists by hand.

Who can do this

Owners and Admins can create, edit and delete Teams, including Dynamic Teams. Managers, People Managers, Content Managers, Instructors, Employees and Restricted users cannot manage Teams.

How Dynamic Teams work

When you create a Dynamic Team, you set one or more criteria. SuperPath evaluates all Users against those criteria and includes everyone who matches. You choose whether a User has to meet every criterion or just one of them.

Key things to know:

• Criteria combine with all (AND) by default, so a learner must meet every criterion. Switch to any (OR) to include everyone who meets at least one.
• Membership updates in real time — it's re-evaluated whenever the Team is used, so as soon as someone meets (or no longer meets) your criteria, they're added or removed automatically.
• Dynamic Teams are available for content assignment and reporting.
• Dynamic Teams are identified by a lightning bolt icon in your Teams list, with the tooltip "This team is a dynamic team".

Available criteria

You can build a Dynamic Team using any combination of the following criteria:

You can add as many criteria as you need, and choose whether all of them or any one of them must be met.

Combining criteria with all or any

Once a Dynamic Team has two or more criteria, you choose how they combine in the sentence above the list: People who match [all] of these rules:.

• all: a User must meet every criterion. This is the default, and every Dynamic Team built before this option existed still works this way.
• any: meeting one criterion is enough.

Within a Has people fields that match specific criteria rule you can go further. A single condition can list several values with Is any of, such as Position is Nurse, Carer or Enrolled Nurse, and the conditions inside that rule can also match all or any.

Why it helps:

• One Dynamic Team can now cover an audience that used to need several, such as three job titles or two induction Pathways.
• There's one place to update when your audience changes, and one Team to assign to and report on.
• A User who meets more than one criterion is still counted once.

For step by step instructions and more examples, see How to Set Up Dynamic Team Rules.

Using Custom Fields and date cohorts

A Has people fields that match specific criteria rule can also use your Custom Fields, such as Department, Cost centre, Contractor or Start date. In the field list they appear under a Custom fields heading, below the People fields heading. File fields aren't offered, and a field is only listed if your role is allowed to see it.

For a Date Custom Field, a Dynamic Team can use a rolling window as well as a fixed date:

• Is within the last, for example Start date is within the last 30 days.
• Is within the next, for example Start date is within the next 60 days.
• Is more than ... days ago, for example Start date is more than 365 days ago.

These Teams keep themselves current: someone who started 31 days ago drops out of a "within the last 30 days" Team without anyone editing it. Days are counted in whole days using the UTC date.

For the operators available for each field type and more examples, see How to Use Custom Fields in Workflows and Dynamic Teams.

Creating a Dynamic Team

1. Go to Settings → Teams.
2. Select Create Team.
3. Enter a Name for your Team.
4. Choose the Dynamic tab as the Team type.
5. Select Add criteria, then pick a condition from the Select criteria options dropdown. Where relevant, search for and select the specific Team, Pathway, content, Event, Form or people field you want to match on.
6. Select Save to confirm the criterion, then repeat to add more as needed.
7. Once you've added all your criteria, select Create.

Your Dynamic Team appears in your Teams list with a lightning bolt icon, and SuperPath begins populating it based on your criteria straight away.

Using Dynamic Teams for assignment

Dynamic Teams are available wherever you assign content in SuperPath — Pathways, courses, Events, Forms, and more.

To assign content to a Dynamic Team:

1. Open the content you want to assign.
2. Go to the Assign section.
3. Search for your Dynamic Team by name — Dynamic Teams appear alongside static Teams in the search results.
4. Select the Team and confirm the assignment.

Everyone currently in the Dynamic Team is assigned the content. As new learners meet the criteria and join the Team, they're picked up for future assignments automatically.

Using Dynamic Teams for reporting

You can filter your reports by a Dynamic Team to see learning data for exactly the group you care about — without needing to manually build or update the audience.

To run a report for a Dynamic Team:

1. Go to Reporting in your admin panel.
2. Apply a filter and search for your Dynamic Team.
3. View completion rates, progress and engagement for that group.

Because Dynamic Teams update in real time, your reports always reflect your current audience.

Dynamic Teams vs. static Teams

FAQs

Can I mix Dynamic Teams and static Teams in the same assignment?
Yes — you can assign content to a combination of static Teams, Dynamic Teams and individual Users at the same time.

What happens if a learner no longer meets the criteria?
They're automatically removed from the Dynamic Team. If they've already been assigned content through that Team, their existing assignments are not affected.

Can I edit a Dynamic Team's criteria after it's been created?
Yes — open the Team in your Teams list and update the criteria as needed. Changes take effect immediately.

Can I use Dynamic Teams in Workflows?
No. Dynamic Teams are supported for content assignment and reporting only, and don't appear in the Workflow team picker.

Can one Dynamic Team include people who match any of several conditions?
Yes. Set the Team to match any of its rules, or use Is any of to list several values for one field. For example, one Team can include everyone whose Position is Nurse, Carer or Enrolled Nurse.

Can I build a Dynamic Team from a Custom Field?
Yes. Add a Has people fields that match specific criteria rule and choose the field from the Custom fields group, for example Department is Clinical.

Can a Dynamic Team include everyone who started in the last 30 days?
Yes, if you store start dates in a Date Custom Field. Use Is within the last with 30 days. Membership moves on by itself each day.

Why can't I delete a Custom Field that a Dynamic Team uses?
A Custom Field can't be deleted while any Dynamic Team or Workflow uses it. SuperPath lists where it's used so you can remove it from each one first. See How to Delete a Custom Field.

Is there a limit to how many criteria I can add?
No — you can add as many criteria as you need to define your audience accurately.

Can I convert a static Team to a Dynamic Team?
No — a Team's type is set when it's created. To replicate a static Team as a Dynamic Team, create a new Dynamic Team with the equivalent criteria.

Updated on: 27/10/2026