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Using Field Lists in the Universal Advisor Portal


The UAP 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.

Using the Menu Bar, open the Applicant Lists panel, then click List Manager.

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., MA or CT or VT or RI).

  1. From the List Manager page, click New Field List.

  2. Name the list and indicate if it should appear in the Menu Bar under the Applicant Lists panel (this option provides you with quick access to run the list). Then, determine if you want your query to match all or any of the rules you will subsequently establish. You can think of this as and/or logic, except in the UAP, and = all and any = or

  3. Next, create a query by selecting a field, an operator, and criteria.

  4. If applicable, click the plus or minus signs to add or remove a criterion.

  5. When you are finished adding criteria, click Submit.


Using List Operators

The fields you select are associated with several operators, as follows:

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

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 resulting 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, and
  • Use the operators does not equal and is not null.

Fields with Multiple ValuesEdit section

Some applicant questions may result in multiple answers. For example, an applicant could report having multiple ethnicities or taking multiple standardized tests.

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 would like to see all applicants who have a parent from a country other than the United States, create a list on the field Country of Legal Residence in the field group Parents/Guardians and include the operators:

  • Country does not equal United States
  • Country 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.

Applying List Actions to Selected Applicants

Using the checkboxes in the first column of your search results, you can select multiple applicants and apply an action.


  • Export List Name: export the list to .csv, .xls, or .txt formats.
  • Edit List Rules: return to list setup and change, add, or delete list criteria.

Managing Lists

From the List Manager, you have several options to work with the lists that have been created.


Reordering Lists

To reorder a list, use the grip icon to drag and drop the list into the preferred order.

Editing Lists

To modify a list, click the pencil icon.

Copying Existing Lists

To copy an existing list, click the duplicate icon.


Deleting Lists

To delete a list, click the remove icon. Note that only list owners can delete lists. Additionally, any associated exports using the list will also be deleted (you will be prompted to confirm that you want to proceed).

Exporting Lists

To export a list, click the export icon. Selecting this option will take you to the Export Manager with the desired list pre-selected.


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