quarterly survey on specific records from a table.
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11-05-2023 02:49 PM
I've a requirement to trigger a quarterly survey to asset owner asking them to rate the asset. Now when I schedule a survey and define source table it doesn't ask me to filter the records on the table. I need to send survey only for state 'In Use' and 'Assigned To is True'.
Is there any way I can filter out the records on the table and then trigger a survey.
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