Fair Warning
This is for us old timers - folks who had the platform pre-the July 2025 update. I hope you can learn from me so that you dont have to learn the harder way. To put it into context, I am in a space where we are highly audited. So a key business driver are “more artifacts of our configurations” is to our benefit. This is all being done to maximize a footprint in the system for any given period of time.
Here is the scenario. I needed to update a learning plan based on a newer course release that is part of our new hire training. We dont typically switch out courses with our new hire LPs, we generate new LP containers with newer course versions. This means I go further and support a new enrollment rule as well.
Now that we are in context:
I chose to make a group that was active into an inactive state. The goal was to essentially first disable an enrollment rule and then see how far i can walk back the configuration without disrupting current state containers. In the past we allowed automatic groups to just keep on ticking...but that doesnt seem smart to do with the ability that we have now - which allows us to deactivate a group.
In my case, this one enrollment rule is triggered with a series of other enrollments that happen during new hire. We had to version up a learning plan and release it for a later date. The best way that I can currently do that is with an automatic group that evaluates three different dates and a flag:
- company start date, rehire date, new job assignment date after a key date (after the day of publication of the learning plan/courses)
- and a new employee flag (that helps to store criteria for us for individuals that we consider to be eligible for orientation)
So I went in and deactivated the group.
What the UI showed at the top list level was that the group “flushed” itself. This felt inaccurate to me.
When I go into preview mode, I can see a count of folks that are eligible as well as a sampling of that group.
What I found surprising was the “flushing” of the group.
Does this all seem reasonable with you all? Or does something seem a little funky about this?Or am I standing alone???
IMHO, I was thinking what would be a better implementation is to:
change the color (as shown) but to also keep the counter but to change it visually. I want to suggest putting the number of those eligible, but in (round brackets) so we have a feel for the count of folks that would be eligible. Dropping it to zero made it “feel broken”.
I am going to write up a few ideas on this, but I think I want to suggest this as a first step and at least one other option that helps in the long haul of curating groups.
I am going to suggest an option to “keep people in the automatic group” as a dialog that appears before deactivating a group (please don’t make us have to “switch users to a manual assignment” as another step….I know the function is there and it is helpful). Something like this dialog:
And then maybe that dialog can be permanently dismissed?
