Apply a data filter to a survey

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

The Data Filter section of the survey definition record in Service Manager Survey Integration enables you to configure which records in the database are selected to be recipients of survey requests. The section comprises of predefined filters (that are managed by the Survey Administrator) and additional filters (that are user-generated). The two types of filter are connected with an AND operator.

To apply a data filter, follow these steps:

Open a survey definition record by creating a new survey or by searching for an existing survey.

Scroll down to the Data Filter section.

Select a predefined filter.

Create an additional filter, and then click Save.

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