How do you get a data shuttle filter to work on a column with a formula?

melissagxpo
melissagxpo ✭✭✭
edited 11/20/24 in Add Ons and Integrations

I'm trying to set up a data shuttle to filter out any studios that do not have "Send Survey?" checked. I've tried using "Send Survey? equals 1" and "Send Survey? equals True" and both don't work. Any help is appreciated!

Screenshot 2024-11-18 160954.png Equals 1.png Equals True.png

Best Answer

  • ChristianFinke
    ChristianFinke ✭✭✭✭✭
    Answer βœ“

    @melissagxpo

    The issue might be that the "Send Survey?" column is formula-driven, and Data Shuttle doesn’t always interpret formula outputs correctly. To resolve this, try adding a helper column to convert the checkbox formula output into plain text or numbers (e.g., IF([Send Survey?]@row = 1, "Yes", "No")). Then, set your Data Shuttle filter to look for the plain text value (e.g., "Yes"). Let me know if this works or if you need further assistance!

    CHRISTIAN FINKE

    cfinke@digitalradius.com

    Schedule a Meeting

Answers

  • Michelle Choate 2
    Michelle Choate 2 Community Champion

    Have you tried using lower case "true" for your filter?

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate

  • ChristianFinke
    ChristianFinke ✭✭✭✭✭
    Answer βœ“

    @melissagxpo

    The issue might be that the "Send Survey?" column is formula-driven, and Data Shuttle doesn’t always interpret formula outputs correctly. To resolve this, try adding a helper column to convert the checkbox formula output into plain text or numbers (e.g., IF([Send Survey?]@row = 1, "Yes", "No")). Then, set your Data Shuttle filter to look for the plain text value (e.g., "Yes"). Let me know if this works or if you need further assistance!

    CHRISTIAN FINKE

    cfinke@digitalradius.com

    Schedule a Meeting

  • melissagxpo
    melissagxpo ✭✭✭

    @ChristianFinke Your helper column solution worked! Thank you!