Add a New Qualification Criteria (Server)

Introduction

This document explains step by step how to add Qualification Criteria to the server side. All the information required for Client-side or Server-side configuration is provided.

Procedure

Step 1: From the left navigation panel, select Qualification Criteria.

Step 2: Click the Add Qualification Criteria dropdown and select For Server.

Step 3: Under Info, enter the Qualification Criteria Name in the Name field.

Step 4: Under Data Element, click Add Data Element.

The Select Data Element panel opens on the right side. Choose from the User Defined or Default tabs or use the search bar to find a Data Element.

Step 5: Under the Include these values section, click Add Value and enter the value you want to include. Then, click the plus symbol.

Step 5.1:

• Case Sensitive: This option indicates if the value entered is Case sensitive to further trigger the tag.

• Exact Match: This option indicates if the value matches exactly to trigger the tag.

Step 6: Under Exclude these values, type the value you want to remove, then click the plus icon to exclude it.

Step 6.1:

• Case Sensitive: This option indicates if the value entered is Case sensitive to further trigger the tag. • Exact Match: This option indicates if the value exactly matches to trigger the tag.

Step 7: Click Save on the top right to save the Qualification Criteria details.