Use > Survey > Survey Integration > Survey administrator tasks > Create a predefined filter

Create a predefined filter

Data filters enable you to configure which records in the database are selected to be recipients of Service Manager survey requests. Survey Administrators can create predefined filters, which are available for survey users to choose from, by creating views in Service Manager.

To create a view to use as a predefined filter, follow these steps:

  1. In the system navigator, click System Administration > Base System Configuration > Miscellaneous > Views/Favorites > New.
  2. Select an object from the Area drop-down list, and then click Next.
  3. Type a name in the Name field, select a view type from the View type drop-down list, and then click Next.
  4. Select the Selected Groups option, click to select the Survey group, and then click Next.
  5. Configure the parameters for the view, and then click Finish.

To ensure the survey solution can filter for records that are exclusively related to the survey data, 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:



  • Ensure that you configure the predefined filter so that the system can process all the records within the configured send interval.
  • The filter results must be ordered correctly to ensure that the required users are surveyed. This is because Survey selects records in the order in which they appear in the database after a query is run.

Related topics

Apply a data filter to a survey