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You need to create the membership rule for both the requirement.
In the membership rule you need to define the condition on which you want to trigger the role assignment.
So when ever the condition is satisfied the role will be assigned to the user.
For the 2nd requirement create a membership rule . for eg. user organization == org1 and then in the Form Designer --> prepopulate adapter
Add each field and in the rule select the rule created to prepopuate the process form.