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Assignment/filtering

The assignment/filtering interface is used across the LMS to find users and define target groups. It appears in places such as content assignment, user groups, user roles, messaging workflow target groups, and some reports.

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Assignment rules use user information, such as name, email, employee ID, language, country, company, business unit, division, job title, and tenant-specific user fields. The exact fields depend on the user data available in the LMS.

In this section​

Filter by rule (assignment filters)​

Assignment filters define who belongs to a target group. For example, a rule can include all users whose country is Finland, or all users from Finland and Estonia in a specific division.

important

When the page includes a Save button, filter changes are not saved permanently until they are saved.

Simple interface​

The simple interface is used for common field-based filtering.

Selecting several values in the same field means that any of those values can match. Selecting values in several different fields means that the user must match each selected field.

Example: Country is Finland or Estonia, and Division is Datafisher. The target group includes users from Finland or Estonia who are also in the Datafisher division.

The simple interface can include the More action for showing additional filter fields and Clear filters for removing the current selections.

Advanced interface​

The advanced interface is used when the target group needs nested logic or negative conditions. The interface can be opened with Advanced mode and returned to the simpler view with Simple mode when the rule can be represented there.

In this section​

Conditions​

Advanced filters are built from field rules and logic groups.

  • AND – all child rules must match. Example: collar=white AND country=Finland means all white-collar employees from Finland.
  • OR – at least one child rule must match. Example: country=Estonia OR country=Finland means everyone from Estonia or Finland.
  • NOT(AND) – excludes users who match all child rules together. Example: NOT(collar=white AND country=Finland) means everyone except white-collar employees from Finland.
  • NOT(OR) – excludes users who match any of the child rules. Example: NOT(country=Estonia OR country=Finland) means everyone except employees from Estonia or Finland.
  • NOT – excludes users who match one rule or group. Example: NOT(country=Finland) means everyone except employees from Finland.

Yellow warning items indicate logic that should usually be placed in an OR group; otherwise the search may return no users.

Actions​

  • Advanced mode – opens the advanced filtering interface.
  • Simple mode – returns to the simple interface when the current rule can be shown there.
  • Drag here to delete – removes a dragged rule or group.
  • Clean & Optimize – removes empty groups, removes duplicates, and simplifies logic where possible.
  • Clear filters – removes the current rule selections.

Additional examples​

These examples show how simple and advanced rules are commonly used:

  • Finland or Estonia, in Datafisher division – country is Finland or Estonia, and division is Datafisher.
  • Finland or Estonia, not in Datafisher division – country is Finland or Estonia, and division is not Datafisher.
  • Everyone except employees from Finland – use NOT(country=Finland).
  • Everyone except employees from Estonia or Finland – use NOT(country=Estonia OR country=Finland).

Filtering results​

Filtering results show the users who currently match the assignment filters.

The table uses the normal user columns configured for that page, commonly including identifying fields such as name, email, employee ID, organization fields, and other available user fields. Depending on permissions and context, the results can include actions such as Blocked and Download.

Manual filtering/assignment​

Manual filtering or assignment adds specific users instead of defining the target group only by rules.

The manual form can include:

  • Name, email or employee ID – search for users by keyword.
  • Email addresses or employee IDs – paste identifiers, one per line.
  • Add – adds the selected or pasted users.

After adding users, the page can show how many users were added and which identifiers were not found.

Manually filtered/assigned​

This section lists users added manually. Depending on the page, the section may be called Manually assigned or Manually filtered.

The list uses the normal user columns configured for that page. Available actions can include removing individual users, Clear for removing all manually added users, and Download when downloading is available.