How can I see the rules that are set for a Smart Group?

You will need to go to the Download All Data (data dump) page and pull three files:

Rules.csv to know the rules that are being affiliated with custom fields that are being brought into Bridge for each user.

Custom_fields.csv to find the value of the custom field that is creating the rule.

Groups.csv is a list of all active and deleted groups.

Pull the custom_fields.csv and the groups.csv sheets into the same document as the rules.csv to prepare to do a couple VLOOKUPs.

In the rules.csv, sort smallest to largest in the custom_field_id (column B). This will help to see all the rules for a particular group in sequence.

Insert a column to the right of custom_field_id and name it “VLOOKUP to custom_field_id” and a column to the right of item_id and name it “VLOOKUP to course_id.”

For the custom_field_id VLOOKUP, you will want to compare the custom_field_id column (column B) to the id (column A) and name (column B) columns in the custom_fields.csv sheet.

EXAMPLE FORMULA: =VLOOKUP(B:B,custom_fields!A:B,2,FALSE)

For the group_id VLOOKUP, you will want to compare the group_id column (now column E) to the id (column A) and name (column C) columns in the groups.csv sheet.

EXAMPLE FORMULA: =VLOOKUP(E:E,groups!A:B,2,FALSE)

Using row two as an example, we know that the group “All Learners (minus new hires)” is using the custom field of “New Hire Group” with a rule of “N” to populate learners. In row three, we know that the “Managers: ALL” group is using the “Manager Group” custom field of “Y” to populate learners.

These rules will all align with what can be seen inside of Bridge by navigating to Admin > Users & Permissions > Manage Groups > Select a Smart Group.

To find out which users are in each smart groups, click here.

Please reach out to support@bridgeapp.com with any questions!

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