Can I Use "AND" and "OR" Conditions together When Creating a Filter?

You can use "AND" and "OR" conditions together if you specify Text field, Link field, or Lookup field as a filter condition.

As an example, we will shows you how to filter records which meet the following conditions.

  • Customer name is either "A Company" or "B Inc." (OR condition)
  • Month of sales is "This Month"
  • The above two conditions are met (AND condition)

A Text field is used for customer name and a Date field is used for the month of sales.

  1. On the record list screen, click the filter button Image.
    A screen for setting filter conditions opens.

  2. Select "Customer Name" and "includes any of", then enter "A Company" and "B Inc." in the entry fields.

  3. Click the add button Image to add a condition field, and then select "Month of Sales", "= (equal to)", "This Month", and "All days".

  4. Check that "All conditions are met" is selected.

  5. Click "Apply" or "Save".
    If you click "Apply", records will be filtered under the specified condition.
    In an app where you have management permission, you can click "Save" to save the filter condition within the app.

After performing the above actions, the records will be filtered under the specified conditions.