To create a dynamic distribution list, you must have at least one of the following roles: Alert Manager, Advanced Alert Manager, Distribution List Manager, Enterprise Administrator, Organization Administrator, or Basic Administrator.

1. In the navigation bar, click Users > Distribution Lists.
2. On the Distribution Lists screen, click New > Dynamic.
3. On the New Distribution List screen, enter values in the following fields in the Basic Info section:
   • Name: Enter a unique and easily identifiable name for the distribution list. The distribution list name has a 128 character limit.
   • Common Name: (Optional) This field automatically populates based on the text entered into the Name field, but you can override it with a different name. The distribution list common name has a 128 character limit.
   • Type: This field cannot be edited.
   • Description: Optionally, enter details about the distribution list that will allow other users to decide if the distribution list should be included in their alert.
   • Folder: Optionally, click Select and drill down into the folder hierarchy to find the location to store the distribution list. If you do not click the link, the distribution list appears by default at the top level of the folder hierarchy.
4. In the Distribution List Members section, click View.
   Note: Users who are subscribed to the current organization are indicated by a . These users can be included in the distribution list, but do not have access to the following mobile app advanced features: Emergencies, Check In / Check Out, Reports, and Tracking.
5. On the Create Conditions window, select the AND/OR operator. When AND is selected, users must meet all conditions to be added to the distribution list. When OR is selected, users that match any of the conditions are included. The default is AND.
6. In the Select Attribute drop-down list, select the first attribute you want to use as targeting criteria for the distribution list.
7. In the Select Operation drop-down list, select the operation to assign to the attribute.
   Note: The list of operations varies depending on the type of attribute selected.
8. In the third field, enter or select a value for the attribute.
   Tip: For Multi-select Picklist, Single-select Picklist, and Status type attributes, enter characters in the search box to filter the list of attribute values. You can enter characters that appear anywhere in the attribute value.
9. Optionally, click Add Condition and then repeat steps 6 through 8 to add additional attribute conditions as targeting criteria.
   Tip: You can add users to the distribution list based on the User Last Updated Source attribute. For more information, see Create a dynamic distribution list based on the User Last Updated Source attribute.
10. Optionally, if your organization is set up to display organizations, in the Organization Hierarchy section of the Attribute list, select one or more organizations or organizational nodes to use as targeting criteria for the distribution list.
    Note: Users must belong to the selected organizational nodes and meet the other specified attribute conditions to be included in the distribution list.
11. Click Add.
12. Click Save.