Metadata & Roles filters in Dashboard invite | XM Community
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Metadata & Roles filters in Dashboard invite

  • February 20, 2020
  • 1 reply
  • 24 views

Hello team,

We are working on a project wherein we are facing issues while sending Dashboard invites. We are trying to use both Metadata & Roles filters to send the mail to a certain audience. However it does not accept the Metadata filter when paired with the Roles filter. While it does not show any error or warning when scheduling. Also if we check the distribution it still shows both filters but the Metadata filter is ignored and only the Role filter is accepted.

Is this is a Product Feature / Issue, kindly assist ?

Regards | Stephen

Best answer by MaiaH

Hi stephen_l, when sending out dashboard email exports, the export in the email will display the most restrictive view of the dashboard given the filters in use!
If the dashboard email view is still appearing in an unexpected way, please feel free to contact our Support Team for assistance! :)

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1 reply

MaiaH
Qualtrics Employee
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  • Qualtrics Employee
  • 89 replies
  • Answer
  • June 9, 2020

Hi stephen_l, when sending out dashboard email exports, the export in the email will display the most restrictive view of the dashboard given the filters in use!
If the dashboard email view is still appearing in an unexpected way, please feel free to contact our Support Team for assistance! :)


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