Lifecycle Participant Import - "OR" function workaround | XM Community
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Hello XM community,

I’m looking for guidance on how to build a workaround since EX lifecycle surveys do not allow an “OR” function on the criteria for participant import. 

We have employee lifecycle surveys set up, however some countries have different criteria than others -- for example, one country wants only employees from a certain work location to receive the surveys. In an ideal world, I’d have my participant import set up with multiple “OR” statements to account for these country differences:

IF Country IS IN Japan, United States, China

OR IF Country IS IN India AND Work Location IS IN Madurai

 

Does anyone have an idea how I can solve for this? Maybe there is a way to create a metadata field in the Employee Directory? Or set up some other workflow?

 

Thanks in advance!

There is an “OR” Option!

 

If you use “In” instead of “Equal” and separate your values by commas, you can get an or statement to bring in aprticipants. For example:

Country text In Japan,United States,China

this would bring in any employees within those 3 countries 

You can also use “Not In” to identify any fields you do not want coming in and it will also use each field separated by a comma as an OR statement.

 

Here is an example. This would choose any employee with REASON_CODE of 1-5.

Example of how to set up OR statements for Participant Automation

 

 

 

 

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