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Basic Rules List

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Adding Conditions

  • Users can set filter rules by clicking the “Add condition” button.
  • Each condition consists of three parts: field, operator, and value.
  • Supports direct value input or selection from preset options.

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Adding Condition Groups

  • Through the “Add group” button, users can “create condition groups” using “AND” or “OR” logic to connect conditions.
  • Groups can be nested with more groups inside to implement complex filtering logic.

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Supported Basic Types and Operators

Text Type Equals, Does not equal, Contains, Does not contain, Is empty, Is not empty Number Type =, ≠, >, ≥, <, ≤, Is empty, Is not empty Date Type Before, After, Between, Equals, Does not equal, Is empty, Is not empty Boolean Field Is, Is not Custom Option Field Equals, Does not equal

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Operators and Their Input Data Types

  • Text operators accept string type data.
  • Number operators accept numerical type data.
  • Date operators accept date type data.
  • Boolean operators require no input, direct selection.
  • Custom option operators accept predefined options.

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Field Types and Operator Mapping

Field TypeSupported OperatorsInput Data
Single Line TextEquals, Does not equal, Contains, Does not contain, Is empty, Is not emptyText input
Long TextEquals, Does not equal, Contains, Does not contain, Is empty, Is not emptyText input
UserEquals, Does not equal, Contains any, Does not contain any, Is empty, Is not emptyUser selection list, and current user
AttachmentIs empty, Is not empty-
Multiple SelectContains any, Contains all, Exactly matches, Does not contain any, Is empty, Is not emptyOption selection list
Single SelectEquals, Does not equal, Contains any, Does not contain anyOption selection list
DateEquals, Does not equal, Within, Before, After, On or before, On or after, Is empty, Is not emptyPreset range list, precise date picker
Number=, ≠, >, ≥, <, ≤, Is empty, Is not emptyNumber
DurationEquals, Does not equal, Greater than, Greater than or equal to, Less than, Less than or equal to, Is empty, Is not emptyNumber
RatingEquals, Does not equal, Greater than, Greater than or equal to, Less than, Less than or equal to, Is empty, Is not emptyNumber
FormulaOperators determined by result typeText, Number, Date
RollupOperators determined by result typeText, Number, Date
CountEquals, Does not equal, Greater than, Greater than or equal to, Less than, Less than or equal to, Is empty, Is not emptyNumber
LookupEquals, Does not equal, Contains, Does not contain, Contains any, Contains all, Exactly matches, Does not contain any, Is empty, Is not emptyLookup value selector
Created TimeEquals, Does not equal, Within, Before, After, On or before, On or after, Is empty, Is not emptyPreset range list, precise date picker
Last Modified TimeEquals, Does not equal, Within, Before, After, On or before, On or after, Is empty, Is not emptyPreset range list, precise date picker
Created ByEquals, Does not equalUser selection list, and current user
Last Modified ByEquals, Does not equalUser selection list, and current user
Auto Number=, ≠, >, ≥, <, ≤Number
Button--
Formula and Rollup field operators are determined by their result type, which may include all operators mentioned above.

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Condition Grouping Functionality

Condition grouping allows users to combine multiple conditions using logical operators (such as “AND/OR”). The core of this functionality lies in its logical flexibility and combinatorial capabilities, enabling users to construct nested logic based on complex requirements for refined data filtering.

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AND/OR Logic

  • AND Logic: All conditions within the group must be satisfied simultaneously to select data.
  • OR Logic: Any condition within the group being satisfied is sufficient to select data.

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Combination Operations

  • Users can create multi-level nested condition groups, with each level defining its own logical relationship.
  • Groups can be infinitely nested to achieve extremely complex filtering logic.
Logic operations Condition group combinations, AND/OR combinations

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Steps for Using Condition Groups

  1. Create Group: Users create a new condition group through the interface command.
  2. Add Conditions: Within the group, users can add multiple filter conditions.
  3. Select Logic: For conditions within the group, users need to choose “AND” or “OR” logic.
  4. Nest Groups: Users can continue to create new subgroups inside a group and set conditions and logic for them.
  5. Optimize Logic: Users can adjust the logical relationships of various conditions and groups as needed to achieve the desired filtering effect.

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Example

Suppose a user needs to filter a database to find all records that were “created by a specific user” AND “either modified in the past week OR have a rating above 8”, they can construct the following condition group logic:
  • Main Group (AND)
    • Condition 1: Created By = Specific User (AND)
    • Subgroup (OR)
      • Condition 2: Last Modified Time = Past Week
      • Condition 3: Rating > 8
Through such group and condition settings, the filtering functionality can precisely output data records that meet all the above conditions.