Filter your user data

You can set up filters to define which data to import from your file before sending to Workplace. To do this, first create custom fields, then create rules to filter your user data on the basis of the custom fields.  

This article explains how to:

Manage custom fields

           Create custom fields manually

           Upload custom fields from your file

           Delete custom fields

Create filter rules

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Manage custom fields

Create custom fields manually

1. Select Workplace governance.

2. Press Users and select the Properties. If no custom fields are defined, the screen below is displayed. 

3. Press Create fields.

4. Enter a name for the custom field.

5. Press Save.

Important: If you set up aliases in a custom template, use the wording of the columns in your file, and not the names of your template elements.

6. To add another custom field, press the add button.

Upload custom fields from your file

1. Select Workplace governance.

2. Press Users and select the Properties tab. If no custom fields are defined, the screen below is displayed. 

3. Press the Upload flat file button.

4. Select your file.

5. Press Upload.

If required, you can upload custom fields from a new file: press the upload button, then select your file and press Upload. 

The list of custom fields is displayed. 

Delete custom fields

Select one or more custom fields and press the Delete (trash) button. 

Tip: Select the checkbox next to Field name to select all custom fields.

Note: You can't delete custom fields that are used in one or more rules. 

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Create filter rules

1. Select Workplace governance.

2. Select the Rules tab. 

3. Press + Rule or + Ruleset.

4. Select AND or OR. 

5. Select one of the custom fields you defined from the drop-down list.

6. Select the required operator from the drop-down list. 

7. Enter the required value to use as filter. 

8. Add as many rules and rulesets you need to build the required filter. 

9. Press Save.

In the example below, the filter will select users:

• whose Country contains Italy
  AND
• whose Job title contains Sales AND
• whose Team does not contain Junior

You can now send your data to Workplace. Only the user data that matches your filter will be sent.