How to Use Combined lists

Previously you could create combined lists only in the Contact Views or Ticket Views tab after pressing the Process GDPR Request button. However, we decided to implement a separate Combine lists button for your convenience. But the whole combined list creation process hasn’t changed that much.

To get started, find the Combine list Views tab. If there is no list on the page, you can click on the Add a new list button at the center of the page. Or you can go to List management by clicking on Manage Lists -> Add a new list.

GDPR lists combined

Then, enter the List name and Description of the list.

GDPR Add Combined list

Also, you will see the next parameters:

1. Primary list - the list you need to delete or anonymize. You can process a list you chose on the Contact/Ticket/Organization Views page or change it from the drop-down menu.

2. Combination method - allows selecting how Primary and Secondary lists will be processed. There are two methods available:

  • Intersect - mutualize two lists and allows you to delete or anonymize items from the Primary list that ARE included in the Secondary list.
  • Exclude - this method, on the contrary, processes items from the Primary list that ARE NOT exist in the Secondary list.

3. Secondary list type - provides list types available for combined list creation.

4. Secondary list - is a drop-down menu that contains all existing lists and is formed on the Secondary list type.

Next, we will give you some usage examples of combined lists. The first section will show you how to use the Intersect combination method, and the second - Exclude.

Intersect

Example: you need to anonymize tickets that belong to organizations from the specific list. So, open the Combine lists Views tab. Next, select the Intersect combination method and set Organization as a Secondary list type. Then, choose an organization list you want to make a filter.

When you click on Save to create a Combined list, go to Combined lists Views and click on the Process GDPR Request button.

Combination Method

Exclude

Example: you need to delete contacts that are not ticket requesters from a specific Ticket List. So, set the Combination method as Exclude and the Secondary list type as Ticket. Then, select the Secondary list from a dropdown menu and launch the process as usual.

Combination Method Exclude

After the process is finished, contacts that are not ticket requesters from the Secondary list will be deleted.

If you have any questions or propositions, contact our support team.

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