Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Workbooks Support: Your Go-To Guide
- Getting Started
- Preferences
- Activities
- Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Mailshots
- Templates
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- Sending Emails in GatorMail
- Advanced Features
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorPopup
- Integrations
- SFTP/FTP Processes
- Docusign Integration
- DocuSign Functionality
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- People & Organisations
- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Releases & Roadmap
Custom Filters
Custom Filters can be applied to Landing Pages and Report Views, allowing you to use Boolean operators to create complex filters that go above matching all or any of the filters set.
NOTE: Custom Filters can be added to any grid view where a filter is applicable e.g. Tabs, Line Items
To create a Custom Filter you will first need to add Filters to at least two Columns that you want to use within the Landing Page or Report.
From the dropdown menu under Match all you will now able to select a new value, Custom.
Selecting Custom will apply a Match All filter such as 1 AND 2 AND 3 to the Picklist. This Field will then become editable so that you can type directly into the Filter and amend it as needed.
Boolean Operators Reference
When using Custom Filters, you can use the following Boolean operators to create more complex filter logic:
| Operator | Name | How it works in Custom Filters |
| AND | Logical AND | Returns records that match all of the conditions. Example: 1 AND 2 > must satisfy both filter 1 and filter 2. |
| OR | Logical OR | Returns records that match any of the conditions. Example: 1 OR 2 > matches filter 1 or filter 2. |
| NOT | Logical NOT | Excludes records that match a condition. Example: NOT 3 > removes any records matching filter 3. |
| XOR | Exclusive OR | Returns records where only one condition is true, but not both. Example: 1 XOR 2 > matches records that satisfy filter 1 or filter 2, but not both. |
| ( ) | Brackets | Groups conditions to control the order they are evaluated. Example: (1 AND 2) OR 3. |
For example, if you want to show People Records that are assigned to Users called Jane AND the People who are in London OR The People that are assigned to Users called Jane AND the People within an Industry starting with IT you could apply the below.
You will need to remember to use brackets where appropriate for example:
1 AND 2 OR 3 would be read as “(1 AND 2) OR 3” which in this scenario would return results that are Assigned to Jane AND in London OR any Record with an industry starting with IT.