Workaround when more than 10 criteria for "Create an XM Directory Sample"?

Question

Is there a way to string "Create an XM Directory Sample" tasks in a workflow for a transaction batch? I have more than 10 criteria I need to filter on.

We use daily transaction reports that automatically upload "Add contacts and transactions to XMD". For the "Create an XMD Directory Sample" task that follows it, there are many different email domains, embedded data field data, etc that we need to not have the survey go to. But it appears that I can only use 10 max. Is there some sort of work-around or best practice?

jake_dufinetz · Answer

Hi ​@RodgerK- Rather than adding all of your filters to the sampling task, you could consider using a transform task.The “Add contacts and transactions to XMD” task would then have its input sourced from this transform task.You can filter out certain records from the data that will flow to the remaining tasks byusing validation rules:You can also add fields that act as flags for your sampling task by using conditional fields.

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