Configure a Defined Set

Author: Kepion Product Team

Introduction

Sometimes when designing a Form and its filters, you would like to also scope down the Members that are available within the filter. This is usually done by using the Scope feature for filters.

When using the Custom Set option, you have to manually select each member to include in the list. This process could become tedious if you wanted to use the same scope across multiple Forms.

Luckily, there's a better way to manage this. You can use a Defined Set to scope the available Members in a filter. Let's look at how to set one up.

Example

First, we'll have to configure the Defined Set.  Create a new Defined Set by navigating to the Defined Sets section in the right-hand pane.

From there, select Add. There are two types of Defined Sets that you can create, MEMBERS and DYNAMIC.  For DYNAMIC, you can configure a Defined Set’s members by specifying a set of conditions by attribute.

Select Edit and navigate to the SCOPE tab. Here you can customize the members in your DYNAMIC Defined Set. 

And then switch back to the PREVIEW tab to see what the set will look like.

Alternatively, you can select MEMBERS, whereby you can define your Defined Set by selecting the members from the UI. This method will populate a table in the application database prefixed with DefinedSet_ based on the members that are selected. 

Tip: This is a relational table which can be populated via ETL, allowing you to manage the Members in an automated fashion.

Lastly, navigate back to your Form and associate the Defined Set with your filter scope.

And here is the filter selection menu with the Defined Set applied: