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I would like to start using a filter on one of our lookup fields. The lookup field is simply a lookup to a contact. However, I need the filter to have an OR condition (e.g. only allow contacts from Account X or Account Y).

Is there any way I can allow multiple conditions? Or am I out of luck?

6

You just need to use the filter logic. You can click the Filter Logic link to allow you to add OR logic to your criteria

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  • Not exactly the most intuitive placement (and different than how it works elsewhere in Salesforce), but, it does work! Thanks – Justin Helgerson Oct 16 '13 at 20:14
  • No prob. Glad to help – Chris Duncombe Oct 16 '13 at 20:26
  • Love the big red arrow! :) – Andrew Fawcett Oct 16 '13 at 20:29
5

Below the list of "Filter Criteria" is a link that reads "Add Filter Logic..." Once you click that, you'll have the option to create a complex filter logic such as (1 AND 2) OR (3 AND 4) OR (5 AND 6) OR (7 AND 8)

Add Filter Logic...

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