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Difference between AND vs OR logic in lists, workflows, and reports

Last updated: December 7, 2023

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There are two types of logic for multiple list filters, workflow enrollment triggers, and report filters

AND logic

To identify objects that meet all criteria within a set of list filters or workflow enrollment triggers, use AND logic. When filtering records in a list, AND logic is automatically used within a filter group.

For example, to identify contacts that are from North America AND have a lifecycle stage of Customer, click AND before adding the second filter or trigger.

example-AND-logic

When using this AND criteria, only contacts who are North American customers will be included.

venn diagram - AND logic

Only contacts who meet the criteria in the shaded area will be included.

OR logic

To identify objects that meet at least one criteria within a set of list filters or workflow enrollment triggers, use OR logic. When filtering records in a list, OR logic is automatically used between separate filter groups.

For example, to identify contacts that are from North America OR have a lifecycle stage of Customer, click OR before adding the second filter or trigger.

example-OR-logic
When using this OR criteria, all contacts from North America, contacts who have a lifecycle stage of customer, and contacts who are North American customers will be selected. 

 

venn diagram - OR logic

Contacts who meet the criteria in all sections will be included.

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