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Assign to Group Action

Move a device into a specific device group as part of an automation run.

Updated this week

Introduction

Assign to group moves a device into a device group when an automation runs. Use it during onboarding flows to place new devices into the right group automatically, or to shift devices between groups based on changing conditions like tags or custom field values.


Assign to Group

In Step configuration, a full group tree is displayed with a search field at the top.

  1. Use the search field or expand group folders to find the target group.

  2. Click the group to select it. Only one group can be selected per action.

  3. Click Save.

ℹ️ NOTE: Assigning a device to a group moves it from its current group. The device is removed from whichever group it was in and placed into the selected group.

Assign to Group Action

πŸ’‘ TIP: Pair this action with the New Device Detected trigger to automatically sort new devices into the right group the moment they enroll.


Conditions

The Conditions section lets you restrict when this action runs based on device attributes or the outcome of a previous action.

See Action Conditions for the full reference on condition types, operators, and values.


Additional Options

Expand Additional options for action name, failure behavior, output variable assignment, retries, and the enabled toggle.

See Actions Overview for the full reference on additional options available on every action.


FAQ

  • Does assigning a device to a group fire the Device Enters Group trigger? Yes. If an automation uses the Device Enters Group trigger for the target group, it will fire when this action completes.

  • Can I assign a device to multiple groups in one automation? Each Assign to group action moves the device to one group. If you want to move it through a sequence of groups, chain multiple steps β€” but keep in mind each move removes the device from its previous group.

  • What if the device is already in the target group? The action completes without error and has no effect.

  • What if the device is offline when this action runs? Group assignment succeeds on offline devices β€” the action completes immediately regardless of the device's online status. If the assignment fires a Device Enters Group trigger, that device gets queued in the downstream automation.

  • Who can use this action? Any technician with permission to create or edit automations. The group picker shows all groups in your organization regardless of your own group-level permissions.

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