Using the List Manager - Field Lists

Video Overview

What are Lists?

WebAdMIT allows you to group and manage applicants by common criteria. Once you create a list, you can access it as needed and perform various actions. Lists are dynamic and update as your applicant pool changes. The List Manager allows you to create field lists based on data from the application and composite lists based on existing field lists.

Creating a Field List

Use field lists to search for applicants using and/or criteria. For example, you can create a list that contains female applicants who are in-state (i.e., female and in-state) or a list that contains applicants who reside in a regional area (i.e., New York or Connecticut or New Jersey).

Using the Menu Bar, open the Applicant Lists panel, then click List Manager.
Click New Field List.
Name the list. Your list name must be unique within the organization for a specific CAS and cycle. If an existing list has the same name, even if you cannot see it based on Work Group and list sharing permissions, you’ll get an error message. Additionally, you cannot name a list Everyone or Clipboard, as these are standard selections in the list drop-down in the Export Manager.
Indicate if the list should appear in the Menu Bar under the My Lists subpanel in the Applicant Lists panel. This option provides you with quick access to run the list.
Select who can view it (e.g., just yourself, specific Work Groups, or all Work Groups). Institution Managers who are in the WebAdMIT Administrators Work Group can view and delete any lists created within their organization.
Select if you want your query to match all (i.e., and Boolean logic) or any (i.e., or Boolean logic) of the rules you subsequently establish.
Create a query by selecting a field, an operator, and criteria. For some fields, the List Manager offers real-time suggestions after you begin typing in the criterion field.
If applicable, click the plus or minus signs to add or remove a criterion.
Click Submit to save your template or Return to List Manager to discard the template.

Using List Operators

The fields you select are associated with several operators. Review your CAS's data dictionary to learn the field types for fields. Additionally, be aware of the following:

Search queries are case-insensitive.
When searching on numeric fields such as GPA or hours, you can only use numbers and decimals. For example, enter 1000 instead of 1,000 or enter 3000.00 instead of 3,000.00.

Field Type	Available Operators
All Field Types	Equals
Lookup, String, Numeric, and Date	Does Not Equal Is Null Is Not Null
String Only	Contains Does not contain Begins with Does not begin with Ends with Does not end with
Numeric and Date Only	Less than Less than or equal to Greater than Greater than or equal to
Date Only	Within ... last days Although a day begins at 12:00 AM ET and ends at 11:59 PM ET, applicant time zones and other varying factors can impact how data is pulled during this standard timeframe. When searching using the within ... last days operator, include a two- or three-day overlap. For example, if you're searching for applications that were verified within the past 1 day, enter 3 days for the search criteria. While this may result in duplicates, it ensures you capture all verified applications regardless of the applicant’s time zone. To avoid duplicates, consider additional tools for tracking applicants, like incorporating a Custom Field or using the Last Exported Date Field.
Time Only	Within ... last hours When searching using the within ... last hours operator, include a one-hour overlap. For example, if you're searching for updates made within the past 5 hours, enter 6 in the search criteria. This ensures that any updates made in the current hour and the preceding five hours are included.

Excluding Null Values

When searching your applicant pool, consider including a second operator of Is Not Null if you wish to ignore empty fields. This ensures your list includes only those applicants with data in a given field.

For example, if you want a list of applicants who reported experiences outside of the United States, but you don’t want to include the applicants who did not report any experience at all:

Include applicants who match all your rules,
Use the query Experience Country does not equal United States, and
Use the query Experience Country is not null.

Fields with Multiple Values

Some applicant questions may result in multiple answers. For example, an applicant could report speaking multiple languages, having multiple ethnicities, or having multiple parents.

When you create a list on a field with multiple values, the resulting list includes any applicant that has at least one value meeting the defined conditions. For example, if you want all applicants who have a parent from a country other than the United States:

Include applicants who match all your rules,
Use the query Parents/Guardians Country of Legal Residence does not equal United States, and
Use the query Parents/Guardians Country of Legal Residence is not null.

The resulting list includes all applicants who have at least one parent that meets these conditions, though not all their parents are from a non-US country.