.. _define-filter:

Create a filter to move users
------------------------------

.. _21.4-PB4|EKB-14772:

This procedure creates a filter that will allow you to select multiple users, based on one or more 
user attributes, so that you can use the filter to move these users to a different hierarchy.  

.. note::
   
   * Users moved with the filter must match all attributes in the filter, for example, 
     a filter with State=Missouri and City=Kansas City, does not match a user in Kansas
     City, Kansas.

   * Filters are automatically applied during LDAP and Cisco Unified Communications Manager 
     user synchronization, if the User Move mode is set to automatic.

   * Filters created here to filter users is not the only method to filter users.
     Refer to :ref:`model-filter-criteria` for an alternative method - which is
     also the recommended method. 

.. tip:: 

   :ref:`use-action-search-to-navigate-automate`

To define the filter: 

1. Go to **Define Filters**.
#. Click **Add**.
#. On each tab, locate user attributes for the filter: **Base**, **Extended**, or **Custom**
  
   Provide the following information:

   +-------------------+-----------------------------------------------------------+
   | Field             | Description                                               |
   +===================+===========================================================+
   | Name              | Mandatory. Enter a name for the filter.                   |
   +-------------------+-----------------------------------------------------------+
   | Move To Hierarchy | Choose the target hierarchy node. This field              |
   |                   | is mandatory.                                             |
   +-------------------+-----------------------------------------------------------+
   |                   | Choose the role to be assigned to the user                |
   | Move To Role      | after the move. The available roles depend on             |
   |                   | the target hierarchy node selected. This field            |
   |                   | is mandatory.                                             |
   |                   |                                                           |
   |                   | The list of available roles will include those where      |
   |                   | the **Hierarchies Allowed** list of the role contains the |
   |                   | target hierarchy selected in the **Move To Hierarchy**    |
   |                   | list. [#]_                                                |
   |                   |                                                           |
   +-------------------+-----------------------------------------------------------+
   | Condition         | Choose a condition for at least one of the                |
   |                   | available filters.                                        |
   +-------------------+-----------------------------------------------------------+
   |                   | Specify the value to evaluate for the                     |
   | Value             | condition. Set this field for at least one of             |
   |                   | the available filters.                                    |
   +-------------------+-----------------------------------------------------------+

   Example: Set the City Filter to Condition=isexactly and Value=Toronto
   to move users in Toronto to the target hierarchy node and give them
   the target user role.
   
4. Click **Save**.

   You can use the filter to manually move users using the **Move Users** page. 

.. [#] See: :ref:`role-management`.