EX participant import automation - empty values | XM Community
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EX participant import automation - empty values

  • 19 February 2024
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Hi,

I have a question on how Qualtrics treats “empty” values for embedded data fields with the EX participant import automation in lifecycle projects.


Use case is as follows - onboarding survey, participants are pulled in based on “entry date” value (date = 30 days before today) on a daily basis. Now what we want:

If the departure date is before today, then do not add to the survey (in case someone leaves the company within the first month or first 5 months). And possibly also: If the departure is not less than 14 days in the future, then send out a survey (so that employees who are about to leave do not receive an onboarding survey, as they will soon receive an exit survey). Unfortunately, you cannot set a negative condition, right? But if we enter 'less than' instead of 'more than', how will empty departure fields be treated? Would they still be added to the survey (empty = further in the future) or would they not meet the condition?

Anybody encountered something like this?

Thanks!


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