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Saul Macht

started a topic almost 6 years ago
Answered

Trigger Filter: Multiple conditions in one filter

I'm trying to use the trigger filter to have the recipe process the trigger only if a field matches one of four possibilities. In this particular case, I want to check if the data pill "Summary" is equal to either Cash, Check, Credit Card, Securities, and ACH/Wires. Is this possible?


Best Answer
P
Patricia Guevarra said over 5 years ago

I hope the past solutions have worked for you, but for everyone's benefit, I just wanted to add another suggestion that may be easier.


You can instead use 

["Cash","Check","Credit Card" "Securities" "ACH\/Wires"]

in the Trigger data field, and use the "contains" condition. Put the data pill Summary in the "Value" field.


As a general case, you can refer to this screenshot:


I hope this helps!


Patricia Guevarra

said almost 6 years ago

Hello Saul,


You can use either the .match formula, or the == formula. I am attaching some screenshots to show you what I mean. You can see more information about our formulas in the support knowledge database as well. I hope this helps!

image

image


As an additional note, the reason why there is an additional backslash for ACH/Wires, is to counter the forward slash. This is to avoid formula errors caused by special characters.


Answer

Patricia Guevarra

said over 5 years ago

I hope the past solutions have worked for you, but for everyone's benefit, I just wanted to add another suggestion that may be easier.


You can instead use 

["Cash","Check","Credit Card" "Securities" "ACH\/Wires"]

in the Trigger data field, and use the "contains" condition. Put the data pill Summary in the "Value" field.


As a general case, you can refer to this screenshot:


I hope this helps!


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