Expressions and suggestions

Each custom filter includes an expression used to search survey records for matches. The expression must include one or more name-value pairs, each formatted as <field> <operator> <value>.

As you work in the Expression box, Medallia Experience Cloud updates the Suggestions box with valid items. With your cursor in the Expression box, press the space bar to prompt Experience Cloud to suggest the next valid piece of your expression, and then double-click that suggestion to add it to your expression. For example, if you have already entered a field name, press the space bar to see the suggested list of operators. Press the space bar after selecting an operator to se the suggested list of values. If you are building a set of values, press the space bar after selecting each value to see the remaining valid values. Press the space bar after a completed name-value pair to see the suggested list of conditions for how to handle the next name-value pair.

Fields

You can select from Q-fields, E-fields, and K-fields. Do not include fields that have the Comment alternative set. You can include text fields, but only those that have the Autoindexed text field alternative set, which supports up to 16,000 unique values.

Each Q-field, E-field, and K-field is identified by its Client identifier property. For Q-fields and E-fields, if the Client identifier is empty, the Keyname property identifies the field.

Operators

Valid operators include:

• = (equals) — The filter returns records where the field has the specified value. The value must be in single quotes.
• ≠, != (is not equal to) — The filter returns records where the field has a value other than the one specified. The value must be in single quotes.

• in (the field has one of the following values) — The filter returns records where the field has a value in the set you specify. Add your set of values within the braces. You must include each non-numeric value in single quotes. You must separate values by a comma. For example: in {'value1', 'value2', value3'}. As you create your set, press the space bar to update the Suggestions box with valid items.

• not in (the field does not have any of the following values) — The filter returns records where the field has a value not in the set you specify. Add your set of values within the braces, just as with the in operator.
• present (the field has a value) — The filter returns records where the field has any value. When selecting this operator, do not add a value to the expression.
• missing (the field has no value) — The filter returns records where the field has no value. When selecting this operator, do not add a value to the expression.

Conditions

Valid conditions include:

• and ... (both conditions match) — The filter returns records that match the previous and next name-value pairs.
• and not ... — The filter returns records that match the previous name-value pair, and no the next name-value pair. This can be more efficient than building a name-value pair with an in operator that has a very long list of values in its set.
• or ... (either condition matches) — The filter returns records that match the previous or next (but not both) name-value pairs.

Examples

This example expression searches for surveys from guests that stayed at properties run by the Ace Core Hotels management company:

choice_mgmtname = 'Ace Core Hotels'

This example expression searches for all properties except those in the West region:

choice_marketregion != 'West'

This example expression searches for surveys where Overall Accommodation was rated 5 or less:

ov_accommodations in {1, 2, 3, 4, 5}

This example expression searches for surveys where Overall Accommodation was rated 5 or less, but only for guests that stayed at properties run by the Ace Core Hotels management company:

ov_accommodations in {1, 2, 3, 4, 5} and choice_mgmtname = 'Ace Core Hotels'

Exclude fields from custom filters

To make it easier for you and others to build custom filters, you might want to exclude fields from the Suggestions box:

1. Open the Reporting > Report Helpers > Custom Filters > Excluded Fields screen.
2. In the Invisible property, choose fields to exclude from custom filters by shuttling them to the right-side box.

Create a custom filter

1. On either the Reporting > Report Helpers > Custom Filters > Shared or Reporting > Report Helpers > Custom Filters > User-Specific screen, click New.
2. Enter a unique Name for the filter.
3. If this is a shared filter, in the Available for dropdown select the role that can use this filter.
4. Enter the expression used to find matching records:
   1. In the Expression box, start typing a field name, double-click that field in the Suggestions box, and then press the space bar to update the Suggestions box with available operators.
   2. In the Suggestions box, double-click an operator to add it to your expression, and then press the space bar to update the Suggestions box with available values.
   3. In the Suggestions box, double-click a value to add it to your expression.
   4. If you want to add another field to your expression, press enter, and then double-click a condition in the Suggestions box.
   5. Repeat these steps to add more fields to your expression.
5. For the filter to be available in the Custom Filter dropdown of the Control Panel, turn on the Active property.
6. Click Save.