Step 2 - Choose Fields & Filters

Choose the fields from your Education Harvester data you wish to prioritize/build rules around during scheduling. You may also use filters to narrow the records to schedule in a given scheduling run.

1. Under Which fields will you use in later steps? check those you want to prioritize/build rules around, such as track, topic, or speaker. To find a specific field, type in Search fields by name. You may hover over any field to see examples of the data.
2. Optional: If you wish to narrow what presentations/events you are scheduling, use the checkbox filters under Which records are you scheduling in this run? Use the search, grouping, and selection tools to further refine your records. Uncheck any value you want to leave out. 
3. Check the bar at the bottom of the step to double-check the number of records selected.
4. Select Continue to move to Step 3.