Event Criteria

Event Criteria is used across a number of features in Spektrix. By defining Event Criteria you can decide whether to include all or specific Event Instances.

You can learn about how to set up and select Event Criteria, descriptions of Event metrics available and how to specify criteria.

What is Event Criteria?

In Spektrix, Event Criteria lets you limit a feature's use and application to all or specific Event Instances. Examples include:

• Priority Booking: Setting Event Criteria lets you limit Priority Booking to specific Event Instances. For example, a VIP member can buy Tickets during a presale but only for Instances in the Spring season.
  
  
• Offers: Setting Event Criteria lets you limit Offers to specific Event Instances. For example, you may offer a discount to Instances which are Wednesday matinee shows in order to increase sales.
  
  
• Funds: You can ask for Donations during online checkout when a Customer is purchasing Tickets for specific Event Instances. For example, when a Customer is purchasing Tickets for a student showcase, they may be asked to donate to the Education Fund. However, if they were purchasing Tickets to another show, they may be asked to donate to a general fund.
  
  
• Pre and Post Show Emails: You can send out Pre and/or Post Show emails to specific Event Instances. You may even use different email campaign designs for different Event Instances. For example, you may send out a specific email for attendees of an event that uses pyrotechnics and strobe lighting.
  
  
• Batch Printing: Use Event Criteria to select the Instances you'd like to print Tickets for. For example, printing Tickets for all the Instances taking place on that day.
  
  
• Bulk Instance Update Tool: Use Event Criteria to select the Instances you'd like to bulk update. For example, changing the Ticket Commission structure for all Instances in the following year.

The Event Criteria Screen

You will be asked to define Event Criteria when setting up the following features:

• Priority Booking
• Multibuy Offers
• X for Y Offers
• Package Offers
• Funds
• Pre and Post Show Emails
• Batch Printing
• Bulk Instance Update Tool

During the set up you will see the Event Criteria screen.

Selecting All or Specific Events

For Offers and Funds, you can choose to include all or specific Events.

• Multibuy Offers: For Events in Multibuy, select All or Specific Event.
  
  

  

  
  
  
• X for Y Offers: Select All Events or Specific Events.
  
  

  

  
  
  
• Package Offers: Select All Events or Specific Events.
  
  

  

  
  
  
• Funds: For Force on the way to checkout, select Never, Always or For specific events.
  
  

  

  
  
  

Selecting Specific Events with the Event Criteria Tool

For Offers and Funds, when you select the For specific events option, the Event Criteria tool will appear.

For Priority Booking, Pre and Post Show Emails and the Bulk Instance Update Tool, the Event Criteria tool will always appear. This means you must set Event Criteria in order for these features to work. For example, if you'd like for Priority Booking to be available for all Instances, you must specify all Instances in the Event Criteria Tool.

For Batch Printing, the Event Criteria tool is available when selecting Advance Instance selection.

Use the Event Criteria Tool to select the Events or Instances you would like these features to apply to. 

The Event Criteria tool includes two sections:

1. List of all Event Instances metrics: In the green box you can search through different metrics to limit the selection of Event Instances. The tab Event Instances is called a wrapper in Spektrix.

   

   
   Each white box with a green border is called a metric.

   

   
   Metrics are different data fields belonging to the wrapper, which is considered a data table. The Event Criteria tool will only access the Event Instances wrapper.
   
   
2. Drop criteria here: In the white box you can set the metrics to define the criteria to select your Event Instances.

When you select a metric for Event Criteria, you’ll also need to specify your criteria so that the specific Event Instances are selected.

For example, if you want to create an offer only available to the Event The Winter’s Tale, you can select the metric Event and then specify The Winter’s Tale.

In the example above, when the metric Event was selected and then specified to The Winter’s Tale, all Instances to The Winter’s Tale were selected.

TIP: It’s possible to define the same criteria using different metrics and specifications.

You can get the same results if you select the metric Instances and then specify by selecting all of the Event Instances to The Winter’s Tale.

TIP: How you set up your criteria is your organization’s decision. Some metrics have advantages over others. For example, if you use the Event metric and you were to add in an additional showing after the Event Criteria was set, the new Instance would be automatically included. Whereas with the Event Instance metric, you’ll need to edit the feature and manually add the new Instance.

Each metric specifies their criteria differently. For example:

• Start Date and Start Selling on Web are dates and are set up using a dropdown to select a date range
  
  
• Events and Instances use a selection screen to include or exclude one or more selections
  
  
• Event Instances Attributes and Events Attributes use an Attributes screen to select Attributes and their values

For descriptions for all available metrics in the Event Criteria tool, read Metrics Descriptions.

Adding Metrics

Add a metric to the white criteria box by following these steps:

1. In the green box section, expand the Event Instances wrapper if not already expanded. If you’d like to view more metrics, uncheck Only show commonly used criteria.

   

2. Click on your selected metric then drag and drop it into the white criteria box that reads Drop criteria here… A dashed green border will appear when the metric is hovered over the box. In this example, we’re selecting the Events metric.

   

3. Specify the criteria for the metric. In this example, we’re going to include The Winter’s Tale.

   REMINDER: Different metrics have different ways of specifying criteria. Use Metrics Descriptions for a guide on how to specify criteria and read Specifying Criteria for detailed instructions.

   

4. In the white criteria box, you’ll see your criteria with the name of the wrapper (Event Instances), the name of the metric (Events) and the specification (The Winter’s Tale):
   
   

   

   TIP: Adding in certain metrics may automatically add in other metrics. For example, adding the Events metric will also add the Instance included in metrics metric. For the Instance included in metrics metric, we recommend to keep this box checked.
   
   However, there may be times when you may want to specify an Instance you’ve excluded from metrics, for example, sending a pre show email for Customers who’ve purchased parking spaces created as a Supplementary Event. You’ll then need to uncheck the box.
   
   If you’d like to include Instances regardless of if they are include or excluded from metrics, then you can remove the metric by clicking the red X button.

5. After you’ve specified your criteria, click Save to save your Event Criteria. Click Cancel to discard any changes.
   
   

   

6. Once saved, the Event Criteria page of a feature setup will look similar to the following, showing only the selected criteria:
   
   

   

   
   
   

Removing Criteria

TIP: If you are removing criteria that has been previously saved, you must first click the Edit button in the lower right corner to open the Event Criteria tool.

To remove criteria in the Event Criteria tool:

1. Click on the red X button next to the metric to delete the metric.
2. You can also click on the red X button next to the wrapper to delete the wrapper and all metrics.

TIP: If you change the Event Criteria from For specific events to other options such as All or All Events in Offers or Never or Always for Funds, then any previously defined Event Criteria will no longer apply.

Combining Metrics with AND and OR Rules

You can use conditional logic rules AND and OR to combine metrics and limit or expand your selection of Event Instances.

The AND Rule

The AND rule means that Event Instances must meet all of the defined criteria.

For example, you may want to create an offer for Sunday comedy shows. You can combine metrics like Start Day and specify Event Instances on Sundays with Event Attributes and specify an Attribute of Genre with a value of Comedy. 

To combine these metrics, follow these steps:

1. Add your first metric and specify the criteria. In this example, we’re selecting Start Day and checking the box for Sunday.
   
   

   

   REMINDER: Adding in certain metrics may automatically add in other metrics. For example, the Instance included in metrics metric. For the Instance included in metrics metric, we recommend keeping this box checked.

2. Add the second metric below the word AND. A dashed green border will appear when the metric is hovered over the box. In this example, we’re selecting and dropping the Events Attributes metric.
   
   

   

3. Specify the criteria for the second metric. In this example, we’re selecting the Attribute Genre and the Value Comedy.
   
   

   

   REMINDER: Different metrics have different ways of specifying criteria. Use Metrics Descriptions for a definition of each metric and Specifying Criteria for detailed instructions on how to specify criteria.

4. This will place the metric in the same wrapper, which means an Instance must meet both criteria to be included.
   

   

5. Continue to combine other metrics with AND by placing the metrics below AND.
   
   

The OR Rule

The OR rule means that the Event Instances can meet one or more of the criteria selected.

For example, you can set a Priority Booking rule for Event Instances either in the month of June or December.

To combine these metrics, follow these steps:

1. Add your first metric and specify the criteria. In this example, we’re selecting Start Date and specifying a fixed date range of June 1, 2025 to June 30, 2025.
   
   

   

   REMINDER: Adding in certain metrics may automatically add in other metrics. For example, the Instance included in metrics metric. For the Instance included in metrics metric, we recommend to keep this box checked.

2. Add the second metric below the word OR. A dashed green border will appear when the metric is hovered over the box. In this example, we’re selecting and dropping another Start Date metric.
   
   

   

   TIP: In this example, we used the same metric twice. The OR rule lets you combine criteria that use the same metrics but have different specifications.

3. Specify the criteria for the second metric. In this example, we’re specifying a fixed date range of December 1, 2025 to December 31, 2025.
   

   

   REMINDER: Different metrics have different ways of specifying criteria. Use Metrics Descriptions for a guide on how to specify criteria and Specifying Criteria for detailed instructions.

4. This will place the metric in a different wrapper, which means an Instance can meet either criteria.
   

   

5. Continue to combine other metrics with OR by placing the metrics below OR.

Other Ways to Expand or Limit Criteria

You can expand or limit criteria by using the AND or OR rules together.

Here are some examples:

• In this example, Event Instances must be a dance performance in either June or December.

  The AND rule was used to combine Genre and Start Dates in a single wrapper, and the OR rule was used to distinguish between two wrappers with different Start Dates. We used the same metrics in each wrapper, and the same Events Attribute specification in both.

  

• Next, we’ll take a look at how some metric types can require you to specify multiple options, working similarly to the OR rule.

  In this example, Event Instances can be either on a Wednesday or a Sunday. A single metric Start Days was selected with both Wednesday and Sunday checked. This works similarly to the OR rule.

  

• You can also combine the previous example with the AND rule.

  For example, Event Instances that are Comedy shows that are on Wednesdays or Sundays.

  

• You can also combine this with multiple metrics with multiple options.

  For example, Event Instances that are either a Comedy or Drama show that must be on either a Wednesday or Sunday.

  

There are several different ways to define your Event Criteria. For descriptions for all available metrics in the Event Criteria tool, read Metrics Descriptions.

Metrics Descriptions

The Event Criteria tool includes metrics in the Event Instances wrapper.

This means that how you select Instances to be eligible for any of the features you’re setting up is based on details about the Instance. These details are mostly found and set in the Instance Details and Event Basic Details.

For example:

• Event name
• Date of the Instance
• Instance Status, for example Draft
• If the Instance is part of a Fixed Series. 

You can also select Instances individually from a list.

In this section, we’ll describe each metric that can be used in Event Criteria. For detailed instructions on how to specify criteria, read Specifying Criteria.

We’ll take a look at:

• Commonly Used Event Criteria
• Other Event Criteria

Commonly Used Event Criteria

Here are the commonly used criteria in the Event Instances wrapper. These metrics appear when the Only show commonly used criteria box is checked.

TIP: Metrics can be defined to include or exclude certain Instances based on their details. When describing each metric, we’ll give a definition of inclusion, except where noted. To exclude Instances, look at the How to Specify column and follow the instructions in Specifying Criteria.

Other Event Criteria

Here are the other metrics available in the Event Instances wrapper. These other metrics appear when the Only show commonly used criteria box is unchecked.

TIP: Metrics can be defined to include or exclude certain Instances based on their details. When describing each metric, we’ll give a definition of inclusion, except where noted. To exclude Instances, look at the How to Specify column and follow the instructions in Specifying Criteria.

Specifying Criteria

When adding metrics to the criteria box, you are required to specify your criteria.

In Spektrix, each metric has its way of specifying criteria, with some metrics using a similar way of specifying criteria.

We’ll take a look at the different ways you can specify your criteria based on different types:

• Date
• Time
• Checkbox
• Options
• Multiple Options
• Selection Screen
• Attributes Screen

Date

When you’d like to define your Event Criteria by a date, you can specify a date range using a dropdown. The date dropdown contains several relative and fixed date range options.

Examples include Start Date, Stop Selling on Web and Last Instance Start.

When you add a date metric into your criteria, it will appear with the following details:

1. Name of metric: The name of the metric you selected. In this example, Start Date is the name of the metric.
   
   
2. “is”: The “is” text indicates that all dates specified will be included.
   
   
3. Date Dropdown: A dropdown with several relative and fixed date range options. Check below for a full range of date options. In this example, This year has been selected.
   
   
4. Exact Dates: The exact dates specified. The dates mentioned are included in the range. In this example, the date range is between 1/1/2025 and 12/31/2025.

   TIP: The date format will appear according to your region. MM/DD/YYYY for US and Canada. DD/MM/YYYY for UK and Ireland.

In this example, Event Instances must start this year between January 1, 2025 and December 31, 2025.

• Date Range Options

  The options for the date range are:

  • Last financial quarter: The previous fiscal quarter
  • Last financial year: The previous fiscal year
  • Last month: The previous calendar month
  • Last week: The previous calendar week
  • Last year: The previous calendar year
  • Next Financial Quarter: The upcoming fiscal quarter
  • Next Financial Year: The upcoming fiscal year
  • Next Month: The upcoming calendar month
  • Next Week: The upcoming calendar week
  • Next Year: The upcoming calendar year
  • This financial quarter: The current fiscal quarter
  • This financial year: The current fiscal year
  • This month: The current calendar month
  • This week: The current calendar week
  • This year: The current calendar year
  • Today: The current date
  • Tomorrow: The day after the current date
  • Yesterday: The day before the current date

  There are also two options that require additional input: Fixed date range and Relative date range.

• Fixed Date Range

  Fixed date range is an exact date range that can be selected by inputting dates in two boxes.

  The date picker uses a DD Monthlong YYYY format. For example, 01 January 2025.

  The first box is the earliest date and the second box is the latest date.

  

  You can also select the dates by clicking the calendar icon which will display a date picker.

  

  In the date picker, you will see the current month. Click on the arrows to navigate between months. Click on the date to select the date. You can also click on Today to add today’s date.

  Click on the month name to quickly navigate between different months in the calendar year. 

  

  Click on the year to quickly navigate between years.

  

  You can leave any box empty to have an open date range. For example:

  • An empty first date box will include dates from the beginning of time including backdated Instances
  • An empty second date box will include dates in the future, including those added after the Event Criteria’s setup
  • Leaving both blank will leave the dates for all time
    
    

• Relative Date Range

  Relative date range is a flexible relative date range. Dates are selected as days relative to the current date. When selected, exact dates will be displayed.

  For the first date box, you can select:

  • First recorded date: The first recorded date in the system.
  • Days ago: Select a number of days prior to the current date. For example, 5 days ago.
  • Today: The current date.
  • Days in the future: Select a number of days after the current date. For example, 10 days in the future.

  For the second date box, you can select:

  • End of time: Open-ended into the future.
  • Days ago: Select a number of days prior to the current date. For example, 5 days ago.
  • Today: The current date.
  • Days in the future: Select a number of days after the current date. For example, 10 days in the future.

TIP: Except for fixed date ranges, date ranges are relative to the date when a feature is applied and not when it is set up. For example, if the date is December 31, 2024 and you are setting up an Offer that you’d like to apply to all Instances in 2025, you may have selected Next Year. However, if a Customer is trying to use the Offer on January 1, 2025, the Instances that apply are those with a date in 2026 as that is the next year.

Time

When you’d like to define your Event Criteria by a time of day, you can specify a time range.

An example is Start Time.

When you add a time metric into your criteria, it will appear with the following details:

1. Name of metric: The name of the metric you selected. In this example, Start Time is the name of the metric.
   
   
2. Dropdown: Choose between:
   • “Is”: The “is” text indicates that the time specified will be included.
   • “is not”: The “is not” text indicates that the time specified will be excluded.
     
     
3. Earliest Time: Input the earliest time in a 24-hour format. In this example, we’ve inputted 18:00, which is 6:00PM.
   
   
4. Latest Time: Input the latest time in a 24-hour format. In this example, we’ve inputted 20:00, which is 8:00PM.

In this example, Event Instances must start between 6:00PM and 8:00PM.

Checkbox

When you’d like to define your Event Criteria by a detail, you can specify if the Instance has the detail or not based on a checkbox.

Examples include Cancelled, On Sale in Sales and Visible in Web.

When you add a checkbox metric into your criteria, it will appear with the following details:

1. Name of metric: The name of the metric you selected. In this example, On Sale in Sales is the name of the metric.
   
   
2. Checkbox: Choose between:
   • Checked: When the box is checked, included Instances will have this detail.
   • Unchecked: When the box is unchecked, included Instances won’t have this detail.

In this example, Event Instances must be currently on sale in the Sales Interface as of the date this feature is being applied.

TIP: Adding checkbox metrics in your criteria are explicit definitions. For example, having an unchecked box for Instances included in metrics will only select Instances that have been explicitly excluded from metrics. Omitting the metric altogether will include all Instances, regardless if they have been included or excluded from metrics.

Options

When you’d like to define your Event Criteria by a detail which has a few options to select from, you can specify if the Instance has any of the following options that are checked.

Examples include Event Instance Status, Event Status and Start Days.

When you add an options metric into your criteria, it will appear with the following details:

1. Name of metric: The name of the metric you selected. In this example, Event Instance Status is the name of the metric.
   
   
2. Dropdown: Choose between:
   • “Does”: The “does” text indicates that the options checked will be included.
   • “Does not”: The “does not” text indicates that the options checked will be excluded.

     TIP: The dropdown can also have the choices “includes” and “does not include.”

3. Checkboxes: Select which options to include. Instances should have one of any of the options selected. In this example, Event Instances will either be a draft Instance or a Live Instance.

In this example, Event Instances must either be in Draft or Live.

Multiple Options

When you’d like to define your Event Criteria by a detail which can have more than one option, you can specify if the Instance has any or all of the options added.

An example is Partner Companies.

When you add a multiple options metric into your criteria, it will appear with the following details:

1. Name of metric: The name of the metric you selected. In this example, Partner Company is the name of the metric.
   
   
2. Dropdown: Choose between:
   • “contains all of”: The “contains all of” text indicates that an Instance must have all the options specified.
     
     
   • “contains some of”: The “contains some of” text indicates that an Instance can have one or more options specified.
     
     
   • “contains none of”: The “contains none of” text indicates that an Instance must not have any of the options specified.
     
     In this example, “contains some of” is selected.
3. Add options: From the dropdown, select an option to include and click the Add button. To remove an option, click the red X button. In this example, Bamboo10 Marketing and Martin PR are added while Blossom Productions is not.

In this example, Event Instances must have either Bamboo10 Marketing and/or Martin PR as a Partner Company. They can have one or the other or both.

Selection Screen

When you’d like to define your Event Criteria by a detail that can have many options to select from, you can specify if the Instance has any of the options added.

Examples include Event Instances, Events, Seating Plans and Fixed Series.

When you add a selection metric into your criteria, a pop-up screen will appear.

Selection screens will differ according to the metric but most selection screens will include the following:

1. Name of metric: The name of the metric you selected. In this example, Events is the name of the metric.
   
   
2. Filter: You can use the filter to narrow down the selection. The filter will differ depending on the metric. In this example, the filter is by Name of Event, where you can type the name in the text field and click Filter to filter the selection.
   
   
3. Events to choose from: A listing of Events or Instances to choose from will appear on the left. If you’ve filtered the listing, you’ll see that here. Click on each item to highlight it. Click on the > right arrow button to move the item to Selected. In this example, we’ve highlighted Much Ado About Nothing and The Winter’s Tale and will move the Instances to the right.
   
   

   

   
   
   
4. Selection: Items you’ve selected will appear on the right. From the dropdown, you can choose to include or do not include the selection. In this example, we’ve selected to include Much Ado About Nothing and The Winter’s Tale.
   
   

   

   
   To remove an item, highlight the item and click on the < left arrow button to move the item back to the listing.
   
   

When you’ve made your selection, click Ok to return to the Event Criteria tool. Click Cancel to cancel the selection and discard any changes.

Your selection will appear on the screen:

If you’d like to edit your selection, you can click the pencil icon to take you back to the selection screen, where you can follow the steps above to adjust your selection.

In this example, Event Instances must be either from Much Ado About Nothing or The Winter’s Tale.

Attributes screen

When you’d like to define your Event Criteria by an Attribute and its values, you can specify if the Instance has any of the Attributes and Attribute values.

Examples include Event Attributes and Event Instance Attributes.

When you add an Attributes metric into your criteria, a pop-up screen will appear.

Attributes screens will differ according to the Attribute but most will include the following:

TIP: An explanation of how Attributes screen work is included: “Adding the same attribute more than once will always search for any of the values provided for that attribute. For Example: Genre Is Exactly Comedy and Genre Is Exactly Musical will return Musicals or Comedies.”

1. Attribute: The first dropdown lists the various Attributes. In this example
   
   
2. Values: The next section are the values of the Attributes. How these are set up will differ according to Attribute Type.
   
   
3. Add button: To define criteria by Attribute values, you must click the Add button next to the Attribute and value. This will place the Attribute definition and value in the section below.

   

   
   
   To remove an Attribute and its value from the criteria, click the red X button to the right of the Attribute and its value.
   
   For more information on specifying values and conditions such as “is exactly” or “is not exactly,” check the instructions for each Attribute Type below.
   
   
4. Dropdown: Choose between:
   • “contains all of”: The “contains all of” text indicates that an Instance must have all the Attributes and values specified.
     
     
   • “contains some of”: The “contains some of” text indicates that an Instance can have one or more Attributes and values specified.
     
     
   • “contains none of”: The “contains none of” text indicates that an Instance must not have any of the Attributes and values specified.

To specify the Attributes and Values, follow these instructions for each Attribute Type:

• Dropdown List

  When a dropdown Attribute is selected, two dropdowns will appear.

  

  1. First dropdown: Choose between:
     • “is exactly”: This will include the selected value.
     • “is not exactly”: This will exclude the selected value and include the remaining values.
       
       
  2. Values dropdown: The dropdown values will be listed. Select one value at a time.

  If you’d like to add multiple values, add the Attribute more than once.

  TIP: You can also select all values by selecting “is not exactly” and leave the selection blank. This indicates that an Instance must have this Attribute inputted with any answer.
  
  

• Dropdown list with Text field

  When a dropdown Attribute with a text field is selected, a dropdown and the Other checkbox will appear. The box after the dropdown may be a dropdown or text field.

  

  TIP: We recommend starting with the Other checkbox. This will change the second box to either a dropdown or text field.

  1. Other checkbox: Check this box if you’d like to select values of this Attribute that were inputted by text. Checking this box would make the second box a text field. Unchecking this box would make the second box a dropdown with the dropdown values only.
     
     
  2. First dropdown: Choose between:
     • “starts with”: This is for text values only. Included values must start with the text typed into the second box.
     • “does not start with”: This is for text values only. Included values must not start with the text typed into the second box.
     • “is exactly”: This will include the selected value or the text typed into the second box exactly as it appears.
     • “is not exactly”: This will exclude the selected value and select the remaining values. For text values, this will exclude the text typed into the second box exactly as it appears.
       
       
  3. Values dropdown: The dropdown values will be listed. Select one value at a time.

  If you’d like to add multiple values, add the Attribute more than once.

  TIP: You can also select all values by selecting “is not exactly” and leaving the selection blank. This indicates that an Instance must have this Attribute inputted with any answer.
  
  

• Text field

  When a text field Attribute is selected, a dropdown and a text field box will appear.

   

  1. First dropdown: Choose between:
     • “starts with”: Included values must start with the text typed into the box.
     • “does not start with”: Included values must not start with the text typed into the box.
     • “is exactly”: Included values must match the text typed into the box exactly as it appears.
     • “is not exactly”: Excluded values must match the text typed into the box exactly as it appears. Included will be the remaining values
       
       
  2. Text field box: Enter partial or full text values.

  If you’d like to add multiple values, add the Attribute more than once.

  TIP: You can also select all values by selecting “is not exactly” and leave the selection blank. This indicates that an Instance must have this Attribute inputted with any answer.
  
  

• Checkbox

  When a checkbox Attribute is selected, a checkbox will appear.

  

  1. Checkbox: Choose between:
     • Checked: Included Instances have this Attribute checked.
     • Unchecked: Included Instances don’t have this Attribute checked.

• Date

  When a date Attribute is selected, a dropdown and a date picker will appear.

  

  1. First dropdown: Choose between:
     • “is exactly”: This will include the selected date.
     • “is not exactly”: This will exclude the selected date and include the remaining values.
       
       
  2. Date picker: Enter or pick a date.

  The date picker uses a DD Monthlong YYYY format. For example, 01 January 2025.

  You can also select the dates by clicking the calendar icon which will display a date picker.

  

  In the date picker, you’ll see the current month. Click on the arrows to navigate between months. Click on the date to select the date. You can also click on Today to add today’s date.

  Click on the month name to quickly navigate between different months in the calendar year. 

  

  Click on the year to quickly navigate between years.

  

  If you’d like to add multiple values, add the Attribute more than once.

  TIP: You can also select all values by selecting “is not exactly” and leave the selection blank. This indicates that an Instance must have this Attribute inputted with any answer.
  
  

• Currency

  When a currency Attribute is selected, a dropdown and a number field box will appear.

  

  1. First dropdown: Choose between:
     • “is exactly”: This will include the selected date.
     • “is not exactly”: This will exclude the selected date and include the remaining values.
       
       
  2. Number field: Enter a monetary value without commas or spaces.

  If you’d like to add multiple values, add the Attribute more than once.

  TIP: You can also select all values by selecting “is not exactly” and leave the selection blank. This indicates that an Instance must have this Attribute inputted with any answer.