Server User Guides > Interviewer - Server Admin > User administration > Importing users and roles > Setting up the spreadsheet > GlobalFilters
 
GlobalFilters
Defines global filters for a user or role for a particular project. The worksheet must contain three columns called ProjectID, RoleOrUserNames, and Filter listing the filter to be applied for each user or role when working on a project. The ProjectID field must contain the project's uppercase ID, not it's name. By default, UNICOM Intelligence Interviewer - Server Admin creates projects with the same name and ID, except that the ID is in upper case. User and role names in a list must be separated by semicolons. For example:
ProjectID
UserOrRoleNames
Filter
TRAVEL
ProjManEast;AnalysisEast
Region.ContainsAny({East})
TRAVEL
ProjManWest;AnalysisWest
Region.ContainsAny({West})
If a user who has a global filter is also a member of a role that has a different global filter, the filter at the user level overrides the role-level filter. The two filters are not combined.
The columns mentioned for each worksheet are the ones that the import process requires. You can include other columns for your own purposes if you want, and the import process will ignore them. Note, also, that you must create any properties and property groups before you import users and roles as the import process cannot create any that do not exist.
For more information, see Setting up global filters.
See also
Setting up the spreadsheet