Campaign Building through Filter and Serach

Is there a way to refine access items certified in a campaign through the filter builder? Or do you have to go through Search to do that?

If so, is there a simple query to use to define all users who are active? Right now I’m building a multi-part query defining each department.

Just looking for tips on the best way to set up campaigns.

You could use Campaign Filter to exclude or include access items using multiple conditions or filters in a Campaign.

Yes, you can achieve this with campaign filter. Below screenshot for your reference.

In a campaign filter, wouldn’t including or excluding an access item just include or exclude users that have the specified item? I’m confused. Like, If I choose include and then the filter is a specific access profile, won’t it just include users who possess that access profile in the campaign?

Hey Devang,
I figured that part out, I’m just trying to figure out how to refine items through filters. I can do it through search, but I don’t know if it’s possible through campaign filters.

For instance, I only want to certify Access Profiles. How is that possible using a campaign filter? Using a campaign filter to acheive this would make it easier to configure repeated campaigns than setting them up in search.

If you want to review all the access profiles that exist in the system, then you won’t be able to do it via filter, its better to do via search then.

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If you create a campaign via API, you can specify the search as well as the campaign filter to use.

So your seach might be for all the departments, then your campaign filter might be where Account Status = Active.

I appreciate the answer but for the sake of keeping it easily repeatable using documentation we are going to stick to using the GUI.

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I thought this was the case based on previous training I had taken. I was thinking maybe some kind of change was made since my training I wasn’t aware of. Thanks for the answer!