Create an additional filter

Data filters enable you to configure which records in the database are selected to be recipients of in Service Manager Survey Integration survey requests. Additional data filters can be created by users to supplement the predefined data filters.

To create an additional data filter, follow these steps:

1. Open a survey definition record, and then browse down to the Data Filter section.
2. Click Build Additional Filter to display the Query Generator form.
3. Populate the appropriate fields with values to create the required filter.
4. Click Advanced Filter to create custom filters. To create new search criteria, follow these steps:
   1. Click Add New Filter Criteria.
   2. Populate all the fields as required, and then click Next to add the criterion to the Conditions list.
   3. Click Add New Compound to add a compound rule to a filter that has more than one criterion.

5. Click OK to display the additional data filter in the Data Filter section of the survey management form.

   Tip You can click Test Filter to see how many records are returned.

6. Click Save.

To ensure the survey solution can filter for records that are exclusively related to data the survey, the "@FieldName@" directive is added to the filter queries. When the query is run, the directive is replaced by the value in the specified field. For example, the following query filters for records that were closed since the last survey run:

close.time>@lastProcessingTime@

Related topics

Apply a data filter to a survey