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.
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!
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.
Saul Macht
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?
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
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!
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.
Patricia Guevarra
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!