Basic Data Transform for Date Reformat

I've seen similar issues before, here are a few things you might want to check:

1. Verify the Data Transformation Output – Even though the report shows no errors, try manually triggering the workflow again and double-checking if the transformed value appears as expected. Sometimes, minor formatting issues persist despite a successful run.

2. Check the Field Type in XM Directory – Qualtrics may still be treating created_date as a string rather than a date field. Try re-uploading a test list with a properly formatted date (MM/DD/YYYY) and see if it recognizes it correctly.

3. Use a Different Transformation Method – Instead of applying the transformation within Qualtrics, see if you can reformat the date at the Salesforce report level before it gets pulled into Qualtrics.

Since Support is already looking into it, you might want to ask them if there’s a specific format required for filtering in XM Directory. Hope this helps, and let me know if you find a workaround!

Thanks! I am running a lot of tests this morning. I ended up uploading a list manually, but the date criteria doesn’t seem to be setting off the trigger even though documentation says that’s the format it needs to be in. I’m going to keep changing it and see if any of them work, so thanks for the idea!