6

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?

|improve this question
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

enter image description here

|improve this answer
  • 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...

|improve this answer

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.