Ideally, all of the filtering capabilities that exist in Reporting can be replicated when creating a participant list for a program. Please see screenshots.
Here’s my situation:
I have created a process for the CS team to launch a CSAT program by simply closing a CTA in a playbook. One of their initial steps is to confirm who will receive the survey based on various roles - and this confirmation happens by looking at a report that mirrors the filters found on the journey orchestrator to identify the expected participants. We recently identified the need to allow CSMs to exclude people from certain standard communication campaigns and would like to do this by having an “exclude” multi-picklist on the person or company person record (I’ve tested both).
While I can create the proper filtering logic in the report the team uses to confirm intended recipients, I cannot recreate that filter logic when creating the sources in the program because I cannot include nulls. The checkbox to include/exclude nulls is missing.
I’m actively working on a work around and there are probably many different ways to achieve what I’m trying to do, but I wanted to let you know of the hiccup on functionality I would have expected to be consistent and available across similar areas of the platform.
