Filters are used to decide when it is appropriate to create a case. Filters are used as part of configuring Triggers.
For example, for a survey that asks customers how satisfied they are with the product they have purchased, you could create a filter to identify dissatisfied customers who provided a rating of 6 or less.
You can create any number of filters using different conditions such that cases can be triggered for a variety of reasons.
The currently supported question types are:
Single and Multiple choice.
Single and Multiple open text.
Single and Multiple numeric.
Grid (e.g. rate each of the following).
Filters List
The Filters list contains all the filters you have defined for your project.
This can be accessed by clicking "Filters" in the drop-down menu located in the top banner:
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The list provides helpful details:
Search - Search for a filter by the filter name.
Sort by…
recent (created date).
source ID - the data source name used within SmartHub (e.g. s31).
survey ID - the survey referenced within the filter (e.g. p3084602743).
filter ID - the filter id (e.g. f1).
Filter column
Filter Name - Click to edit the filter.
Filter ID - e.g. f1.
Created date.
Source column
Name of the source survey (e.g. Journey Master Survey).
SmartHub data source internal name (e.g. s31).
ProjectId of the source survey (e.g. p3084602743).