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A
Anonymous
August 27, 2018
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"Any Triggers" + 1 Filter

  • August 27, 2018
  • 1 reply
  • 4887 views

I'm trying to create an advanced filter rule (1 or 2) AND 3 for the below smart list.

However, when I try to set it to "Advanced Filter Rules," the option is greyed out for this specific setup.

Can someone explain why and help me understand how I can get it to work the way I want it to?

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Best answer by Dan_Stevens_

Filter logic can only be applied to FILTERS - not TRIGGERS.  Your first two are triggers.  Triggers are always "or" logic - meaning if either are true, it will continue and evaluate the trigger(s) you've defined.  So in essence, your smart list will execute as you intended it to.

1 reply

Dan_Stevens_
Dan_Stevens_Accepted solution
New Participant
August 27, 2018

Filter logic can only be applied to FILTERS - not TRIGGERS.  Your first two are triggers.  Triggers are always "or" logic - meaning if either are true, it will continue and evaluate the trigger(s) you've defined.  So in essence, your smart list will execute as you intended it to.

A
Anonymous
August 27, 2018

Hi Dan,

Thanks for responding. So just to be clear, whether I applied "Apply ALL filters" or "Apply ANY filters", the smart list would still execute as intended?

I personally don't understand why their can't be advanced rules for both triggers and filters.

SanfordWhiteman
SanfordWhiteman
New Participant
August 27, 2018

I personally don't understand why their can't be advanced rules for both triggers and filters.

Because a given trigger fires in response to a single activity, as reflected in the Activity Log.

You can't require that the same single activity is both a Filled Out Form and a Person is Created activity at the same time. They have an implicit OR condition.

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