Use > Survey > Survey Integration > Survey user tasks > Apply a data filter to the survey

Apply a data filter to a survey

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:

  1. Open a survey definition record by creating a new survey or by searching for an existing survey.
  2. Scroll down to the Data Filter section.
  3. Select a predefined filter.
  4. Create an additional filter, and then click Save.

Related topics

Create a new survey
Search for a survey
Create a predefined filter
Create an additional filter