Overview

Add Account, User and Collection attributes of type Multi-select List so users can choose more than one value from a pre-defined set of values. For e.g if you want to define an attribute "Systems Used" with values of (Salesforce, Microsoft Dynamics, Hubspot and Netsuite) where there is a possibility of more than one value being selected you can do that with a Multi-select List attribute. 

This article has the following sections

• Defining an attribute of type Multi-select List
  • Defining a Multi-select List attribute for Account
  • Defining a Multi-select List attribute for a Collection
  • Defining a Multi-select List attribute for a User
• Setting a value to attributes of type Multi-select List
• Segmenting by querying Multi-select List attributes
• Limitations and Known Issues

Defining an attribute of type Multi-select List

Defining a Multi-select List attribute for Account

To define an attribute of type Multi-select List follow these steps

1. Go to Global Settings > Data Management > Data Modeler
2. On Account tab choose new Attribute
3. Enter Display Name and provide Description
4. Choose Type = Multi-select List
5. Enter the valid values for this attribute that the user can choose from
6. Once done hit Create Attribute

Once an attribute has already been defined, values can be disabled and new values can be added but existing values cannot be renamed. Disabled values will continue to be available to segment or query on but won't be present while assigning values.

The following special characters are supported in defining option values 

- ? ' " ( ) _ – [ ] & /

Defining a Multi-select List attribute for a Collection

To define an attribute of type Multi-select List for a Collection follow these steps

1. Go to Global Settings > Data Management > Data Modeler
2. On Account tab choose New Attribute > Collection
3. In the Attributes define a collection attribute and choose type Multi-select List
4. To define values choose Advanced Settings and define values for this attribute

Defining a Multi-select List attribute for a User

To define an attribute of type Multi-select List for a User object follow these steps

1. Go to Global Settings > Data Management > Data Modeler
2. Click on User tab and choose new attribute
3. Give a name and choose type as Multi-select List
4. Add the options for the list that users can choose from

Setting value to account and collection attributes

Multi-select List attributes can be set with values in the following places

1. Account Profile
2. Information Tab
3. Rapid Insight Forms
4. Segment

Segmenting by querying Multi-select List attributes

To segment accounts, users and collection choose one of the following operators

1. is one of - Find accounts with any matching value mentioned
2. is not one of - Find accounts that don't match the value specified
3. has only - Find accounts with precisely the combination of options specified
4. has not only - Find account with options other that the ones specified
5. contains - Find accounts that contain any combination but with all the specified options present

Note that the multi-select options that are disabled are also available for segmentation but the system does not let you assign disabled values while setting values to a multi-select list attribute

Limitations and Known Issues

• Editing collection attributes in a collection segmentation is not yet developed