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Dynamic Groups

Dynamic Groups extend the Subject Group Class concept by linking group membership to events on the Subject Matrix. Subjects assigned to a Dynamic Group Class will only see the events belonging to their assigned class — all other events are hidden.

Last updated: 04/14/2026

Dynamic Groups

Dynamic Groups extend the Subject Group Class concept by linking group membership to events on the Subject Matrix. Subjects assigned to a Dynamic Group Class will only see the events belonging to their assigned class — all other events are hidden.

Path: Home → Study Name → Build → Dynamic Groups


Overview

A Dynamic Group Class is similar to a Subject Group Class, but instead of static categories, it maps to Events from the Subject Matrix.

When Dynamic Groups are enabled:

  • Each subject is assigned to one Dynamic Group Class
  • Only the events belonging to that class appear on the subject's event matrix
  • Events in other Dynamic Group Classes are hidden for that subject

This is particularly useful in adaptive trials or studies with multiple visit schedules depending on cohort or arm assignment.


Enabling Dynamic Groups

Toggle the Enable Dynamic Group Class switch at the top of the page to turn the feature on or off for the study.

StateBehavior
Off (default)All events are visible for all subjects
OnEach subject only sees events assigned to their Dynamic Group Class

How Dynamic Groups Work

  1. Create a Dynamic Group Class and assign specific events to each class
  2. When a subject is enrolled, assign them to a Dynamic Group Class
  3. The subject's event matrix will only display events from their assigned class

Assignment Methods

Subjects can be assigned to a Dynamic Group Class via:

MethodDescription
ManualA study coordinator updates the subject's group class when editing the subject profile
APIAn API call (e.g., from a Randomization system) assigns the group automatically

Difference: Dynamic Groups vs. Subject Group Classes

FeatureSubject Group ClassesDynamic Groups
PurposeCategorize subjects (arm, cohort)Control event visibility per subject
Based onStatic labelEvents on Subject Matrix
AssignmentManualManual or via API
Effect on MatrixNo direct effectHides/shows events per subject