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Sofia Peralta
New Contributor
September 7, 2022
Solved

Adding and/or filter logic

  • September 7, 2022
  • 0 replies
  • 279 views

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?

    This topic has been closed for replies.
    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.

    Kenna
    Community Manager
    KennaAnswer
    Community Manager
    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
      paytonmiller
      Salesloft Employee
      paytonmiller
      Salesloft Employee
      September 8, 2022

      @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.  

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