How to Use ControlUp Workflows to Add Devices to Groups and Tagging Devices Efficiently

A new user of ControlUp sought guidance on building workflows to manage device organization, specifically adding devices to groups and tagging them. The user was attempting to create a workflow starting with a “List Devices” step, filtering devices by an ID pattern containing “HR,” followed by a “Set Group” step intended to assign those devices to an “HR” group. However, uncertainty arose over what value to enter in the “Device ID” field within the “Set Group” step.

A key insight provided by community members clarified that the “List Devices” action returns multiple device records, each representing a unique device. Consequently, the “Set Group” step cannot directly accept multiple device IDs at once in a simple field. Instead, it requires isolating each device’s ID through iteration. This can be accomplished by using an array to collect the IDs and then looping through the array to apply the group assignment individually to each device. This approach ensures that each device is addressed correctly when setting group membership.

Further advice noted that an alternative and potentially more streamlined approach is to assign the group at the time of agent deployment. According to ControlUp’s official documentation on agent installation and distribution (https://support.controlup.com/docs/edge-dx-agent-distribution-and-installation-for-windows#installation-methods), groups can be set during the agent installation process itself, which might simplify workflows where initial grouping is critical.

For complex or specific setup requirements, it is recommended to consult your ControlUp Customer Success Manager (CSM), who can provide tailored support based on your environment and goals. This guidance should help new users effectively automate device grouping and tagging using ControlUp workflows while leveraging best practices outlined in the official resources.

Read the entire ‘How to Use ControlUp Workflows to Add Devices to Groups and Tagging Devices Efficiently’ thread below:

I’m new to ControlUp and don’t really know what I’m doing. I’m trying to build workflows for adding devices to groups and tagging devices. I have a step to List Devices, getting devices where device id contains “HR”. Then a Set Group step to add the group “HR”. But what do I put in the “Device ID” field on that step?

Hi there,
The List Devices node will return multiple records, one per device
To Set Group, you will need to isolate the IDs of the desired devices. This can be done via an array

and then, append those values to the array in a loop

now, that said, you can set the group while installing/deploying the agent

I’d recommend sharing your specific setup requirements with your CSM so they can assist you

OK, thank you

FYI

Welcome to the community and ControlUp,. I hope this help. Please let us know…. And don’t be shy. Feel free to ask away.. 🙂

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