Profile field combinations

Personas work with two main conditions (All or Any) to list and match criteria set for each combinations. 

ALL

All signifies that all conditions added will be applied to run actions of personas for users.

All condition combines one or more than one inputs added to conditions. Below are few examples that work with All condition

Single operator for All

List users by Department and adding an Equals operator. 

In this example we are trying to match users in Human Resources department. Here for the profile field we selected Department and added an Equals operator, then selected Human Resources from the dropdown menu.

NOTE: The count 21 shows the number of people matched with the conditions set in Personas

The system auto matches the data and displays the results under Matched People in Human Resources department in the right pane. 

Multiple operators for All

To further match the list of people in Human Resources we will now add a Hire Date operator to the above results.

List users with Hire Date

Click the Add Condition tab as shown

In this case we are using Greater than attribute to list users whose Hire Date is greater than January 1, 2021.

To do this Select Hire Date for profile field, and Greater than attribute from the dropdown menu. Then select the date as shown

The list now narrows down to one user.

NOTE: ALL conditions are applied.

On clicking the user profile we can see that Christine Jackson is in Human Resources department and has a Hire Date on January 6, 2021.

The match is valid and ALL conditions are met.

ANY

With ANY operator, matches will be executed if any one set condition is met. 

Let's add one more condition to the above list and select ANY to match.

In this case we are adding Begins with operator along with City condition

Here we are trying to match ANY one or more of the following conditions 

1. Department - Equals to - Human Resources

or

2. Hire Date - is Greater than - 01 January, 2021

or 

3. City - Begins with - New.

With the Matched People list, looking at the profile page for Antonia Murray notice that from the above three conditions the only matching condition is Department - Equals to - Human Resources

Let us now look at the Matched People list for Foster Clark 

Notice that from the above three conditions the matching condition is Hire date - is Greater than - 01 January, 2021

Troubleshooting

To include the filtered content in search check Content in field included in search for all Field types.

This will be helpful to display if multiple operators for ALL are selected.