Last updated: February 9, 2022
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.
When using this AND criteria, only contacts who are North American customers will be included.
Only contacts who meet the criteria in the shaded area will be included.
You can also segment records based on multiple property values from associated records. To do this, you can set up multiple filters specific to the associated object (e.g., companies, deals, etc.) by clicking the nested AND button. For example, to identify companies that have an associated contact with a known company domain name AND annual revenue greater than 100,000, click the nested AND before adding the second filter or trigger.
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.
Contacts who meet the criteria in all sections will be included.
