An 'add to group' script for the Discourse Automation

[nathank (Nathan Kershaw)]

In Discourse Automation, it would be really useful to be able to add a user to a group automatically, and be removed from a group automatically.

Use cases:

1. To have the function and access of a group apply to those who have completed a specific task
2. To enable functional sub-groups. For example, if a user is put in a group of Data Scientists, they are also put in the broader group of IT Professionals. If removed from the IT Professionals group, they are also removed from the Data Scientists group.
3. To allow the membership of groups to be granted and revoked via SQL (from Badges - this really expands the scope)

[Aizada_M]

@nathank

it would be really useful to be able to add a user to a group automatically, and be removed from a group automatically.

Greetings! Very good suggestion, I was just looking for a similar solution, but unfortunately, as I understand Discourse Automation does not support such a function(

[JammyDodger]

@nathank

To allow the membership of groups to be granted and revoked via SQL (from Badges - this really expands the scope)

We do have this one now.

Have a look for the ‘User Group Membership through Badge’ script when you create an Automation.

There’s also the ‘Add user to group through User Custom Field’ too, if that’s any use:

'Add user to group through custom field' Automation

Here’s a quick walkthrough of how to set up an Automation using the Add user to group through custom field option to automatically add people to groups depending on the User Custom Field they select at signup (or whenever they fill it out, depending on how you set your user custom field up): Create the groups: [create the groups] The Automation script uses a group’s Full Name, so make sure you add one. Create the User Custom Field: [example user custom field] …

[nathank (Nathan Kershaw)]

That is handy, and meets my 1. and 3. with aplomb!

All that remains is 2. - which I note has recently been requested by someone else:

Add script to add user to user group

There is currently a script in the Automation plugin to add users to a group based on a custom field. We would like a script to add users to a group, when they’re added to another group. The scenario is this: The Discourse Experts plugin expects you to only have one user group designated for “experts”. We are running an ambassador program and have two tiers of ambassadors—both of which are “experts” in this case. We would like to say, anyone added to “Ambassadors” or “Expert Ambassadors” also …

This of course could be worked around by having a badge with SQL that picks up on the group membership, and then a script that then assigns the other. But that is a bit messy / clunky and results in a collection of redundant badges.

[simon]

@nathank

To enable functional sub-groups. For example, if a user is put in a group of Data Scientists, they are also put in the broader group of IT Professionals. If removed from the IT Professionals group, they are also removed from the Data Scientists group.

A somewhat related request that I think has come up a few times is to have some way of dealing with AND logic for category security permissions: Identifying users in multiple groups using AND rather than OR?. In the topic I linked to, they want to create a group for people who are in the trust_level_3 and year_2 groups. This could be accomplished with the Automation plugin now with a custom badge query, but as was noted by Nathan, that’s a messy way of solving the problem. It’s also limited to sites that are able to add custom badge SQL.

I’m posting this here because it might be useful to have requests for scripts related to the user_added_to_group and user_removed_from_group triggers in one topic.

[JammyDodger]

@nathank

All that remains is 2. - which I note has recently been requested by someone else:

Nice spot. Let’s close this topic off as two of the three have been implemented and we can track the remaining one better in the dedicated feature request.