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Need More than 20 Filters on Participant File

  • January 12, 2024
  • 1 reply
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XM_JoshB
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I am creating an exit survey and need to filter FOR 18 employee term reasons OR exclude over 20 employee term reasons PLUS I need to exclude temps, contractors and interns, certain pay groups and make sure the term date is within a designated time period. I cannot figure out how to combine filters (I tried “AND” and commas) on a single line in the automatic feed for the participant file. I need a way to filter for or exclude multiple codes of a single metadata field so I do not run afoul of the 20 filters rule. Is there a way to make this happen or do I need to generate a workflow that filters for these and creates a new metadata field to filter for? Any advice or information is appreciated. 

Best answer by XM_JoshB

Our account manager provided me with a solution and I wanted to share it here in case anyone else runs into this. You can use In or Not In and seperate with commas like this:

This allows you to use as many variables as you need so long as you are using less than 20 metadata fields total for your Participant filters. I am currently filtering for about 50 fields using this method. 

1 reply

XM_JoshB
Level 5 ●●●●●
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  • XM_JoshB
  • Author
  • Level 5 ●●●●●
  • Answer
  • February 1, 2024

Our account manager provided me with a solution and I wanted to share it here in case anyone else runs into this. You can use In or Not In and seperate with commas like this:

This allows you to use as many variables as you need so long as you are using less than 20 metadata fields total for your Participant filters. I am currently filtering for about 50 fields using this method. 

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