Products
Contact Support Additional Learning Monthly Product Updates
Menu

Forsta CATI Support

All the topics, resources needed for Forsta CATI.

Setting Up the Action Filter

  • Last updated:

Articles in this section

See more
In this article

    1: About Action Filters

    You can set up an Action filter that will be applied whenever you perform an available action for interviews/calls belonging to specific quota cells. This filter lets you specify particular interviews/calls falling into the selected quota cells for which an action will be executed.

    The action filter must be set up separately for each quota.

    When you set up an action filter you select particular questions defined in the quota to act as the filter. When this filter is applied to quota cells, it allows an action to be executed for interviews/calls that both fall into these quota cells AND contain answers from these questions. The executed action will not be allowed for interviews/calls which fall into the same quota cells BUT DO NOT contain answers from the questions selected as the filter.

    For example:

    Assume we need to execute an action for two quota cells. The first quota cell includes answer "A1" from question Q1, answer "B1" from question Q2 and answer "C1" from question Q3; the second quota cell includes answer "A2" from question Q1, answer "B2" from question Q2, and answer "C2" from question Q3. If we set up the Action filter by selecting questions Q1 and Q3, then any action will be executed only for interviews/calls containing:

    - answer A1 from question Q1 and answer C1 from question Q3,

    OR

    - answer A2 from question Q1 and answer C2 from question Q3.

    The action will not be executed for the remaining interviews/calls.

    2: Setting up an Action filter

    1. Display the Quotas tab in the bottom frame (go to Viewing and Modifying Survey Quota Settings for more information).
    2. From the Select quota drop-down list select the quota for which you want to set up an action filter.
    3. Click the Action filter icon .

      4. A drop-down form opens below the button with a list of questions contained in the currently selected quota.

      Action filter setup

    4. Check each question that you wish to act as a filter.
    5. Click OK in the form.

      6. The action filter is now configured. The filter will be applied for any action that is executed for records falling into the currently selected quota. It will not be applied for actions that are executed for records falling into other quotas.

    6. Repeat the procedure as necessary for other quotas.