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Adding and/or filter logic

  • September 7, 2022
  • 2 replies
  • 98 views
S
New Contributor

I am looking for the ability to add similar filters and set the logic between those to be OR rather than AND. In Salesforce this can be done in reports with “filter logic” option. Is this already possible in Clari Opportunity view?

Best answer by Kenna

Hi, Sofia! You can use Advanced Filters to create "and", "or", "not", and "like" queries. You can learn more about advanced filters in our Knowledge Base — if advanced filters aren’t already enabled in your Clari instance, you can always reach out to your Clari CSM to turn on advanced filters for your organization, or for specific users at your organization.

MikeAdams
jparawan
Cameron McCann

2 replies

Kenna
Community Manager
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  • KennaCommunity Manager
  • Community Manager
  • Answer
  • September 7, 2022

Hi, Sofia! You can use Advanced Filters to create "and", "or", "not", and "like" queries. You can learn more about advanced filters in our Knowledge Base — if advanced filters aren’t already enabled in your Clari instance, you can always reach out to your Clari CSM to turn on advanced filters for your organization, or for specific users at your organization.

Kenna Valdez, Manager, Customer Community, Clari
jessica_starr
Parin Lad
S
paytonmiller
Clari

@Sofia Peralta , my team is also working on updating the way in which these types of advanced filters can be constructed. As we get this ready for early access, would you and your team be interested in testing it out? I don’t have an explicit timeline on when we will be in early access, but am looking for customers that are interested in testing it.  

jessica_starr
David Ogborn
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