Adding participants to a lifecycle project | XM Community
Question

Adding participants to a lifecycle project

  • 1 September 2023
  • 2 replies
  • 48 views

Userlevel 6
Badge +37
  • QPN Level 4 ●●●●
  • 121 replies

Hi EX experts !

 

I’m setting up an automation for adding new participants to my lifecycle onboarding project.

Basically, I want to include all new employees based on their start date (“Date embauche” in my example below)

Quite easy to configure.

 

My issue is : how I can avoid to invite existing employees when I’ll import them in the Employee directory ?

Conditions are limited to delays :

  • I can’t set up a condition based on the date I launch my survey, for example.
  • I can’t neither check if a metadata is existing or empty.

 

Here is a screenshot of the interface…
If someone have any idea

 

 


2 replies

Userlevel 6
Badge +37

In the meanwhile, I’ve found a related idea into Evolve. Ref EV-2017 if you like to upvote ;)

Badge +30

You can update existing employees with a new metadata field such that these participants are excluded

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