Steps to Create a Dynamic Group in NetSuite
- Navigate to Group Creation
- Go to: Lists > Relationships > Groups > New
- Choose Group Type
- Select either Employee, Customer, Vendor, or Partner depending on who you want in the group.
- Since you want users of a certain role → choose Employee.
- Select Group Type = Dynamic
- On the setup page, you’ll see Group Type options:
- Static – you manually add members.
- Dynamic – members are pulled in automatically based on criteria.
- Choose Dynamic.
- Define the Criteria
- You’ll see a Criteria tab (similar to a saved search filter).
- xample: If you want all employees with a specific role:
- Field = Role
- Operator = is
- Value = [Select the Role]
- You can also add more filters like Subsidiary, Department, etc.
- Name and Save
- Give the group a clear name.
- Click Save.
- Use the Dynamic Group
- Now you can use this group anywhere recipients can be chosen:
- Scheduled reports
- Saved search email distributions
- Campaigns, etc.
- The system will always recalculate membership automatically whenever the group is used (so if a new employee is assigned that role, they’ll start receiving the email automatically).