Assignment Filters
Assignment Filters help you choose which learners are included when you create a new training assignment. You build your assignment audience by selecting one or more Learner Attributes (for example: Department, Manager, Role, Location).
What populates the filter dropdowns?
Most filters are pulled from your organization’s Learner Attributes, which can be created and maintained through:
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CSV upload
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SSO
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SCIM
- Personal Profile settings (self-service)
Note: The Level filter is the only filter that is pre-populated by default.
How the Level filter works (important)
The Level filter uses special logic: selecting a level includes learners who are at that level OR above. You can also use No Completed Level or New Hires to set up onboarding training.
Example
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If you select Foundational, then learners at Foundational, Intermediate or Advanced, etc. will be included.
This is often most useful early in a program when many learners are at similar levels.
Filter logic: AND vs OR
1) Selecting multiple attributes before adding a group = AND
If you choose multiple attributes and then click “Add Group to Assignment”, the system applies AND logic. Only learners who match all selected criteria are added.
Example (AND)
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Department = Engineering AND Manager = John Doe
→ adds only Engineering learners who report to Doe.
2) Adding separate groups = OR
If you click “Add Group to Assignment” for one set of criteria, then clear/reset filters, select a different set, and click “Add Group to Assignment” again, the rule groups combine with OR logic.
Example (OR)
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Group 1: Department = Engineering AND Manager = John Doe → Add Group
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Reset filters
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Group 2: Department = Engineering AND Manager = Jane Smith → Add Group
Result: Engineering learners who report to Doe OR Smith.
Changing filters after learners are added
If you remove or change a rule later, learners who were previously added by a rule that’s no longer true are not automatically removed. To remove them, you must either:
Remove learners manually, or
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Clear the learner list and rebuild the audience from scratch
Understanding assignment “rules” (static behavior)
Assignment rules are static, meaning they apply to:
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Learners added at the time the assignment is created, and
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New learners who join the platform after the assignment exists
If an existing learner’s attributes change
If someone’s attributes change (e.g., department/role/location) and you want them included in an existing assignment, you will need to:
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Manually add the learner, or
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Reapply the filter/rules to pull in learners who now meet the conditions
Tip: Reapplying the filter refreshes the criteria and includes learners who now match the rule conditions.