When running a candidate (or contact) search within Influence, the search screen contains an [Enhanced] tab. This allows users to construct more complex queries that the simple once from the [Basic] tab.
The Logic Line works with the grid of 10 lines above it. It works in a similar way to the individual lines themselves using "boolean logic"
On the grid lines you can set the "Logic" column to AND or OR.
AND |
will select only those records that have all the Values 1 to 5 (if entered) i.e. 1 <and> 2 <and>3, etc. |
OR |
will select any record that has any one (or more) of the Values 1 to 5 i.e 1 <OR> 2 <or> 3, etc. |
The "Logic Line" under the grid is used to specify which criteria rows from the grid to apply when the search is run.
If you enter criteria into a row in the grid, but don't use its number in the Logic Line underneath, then it will get ignored completely.
Logic Line characters
& |
AND, so means that both the critera specified before and after the & needed to be true for records to be selected |
/ |
OR, so the criteria line specified before, after or both may apply and relevant records will be selected |
~ |
NOT, so this specifed before a line number means that any records that line criteria would find normally, would be specifically ignored from the results list. |
( xxx ) |
used to group criteria lines together, so you can say (1 & 2) / (1 & 3) - so records need to match both lines 1 <AND> 2 to be selected <OR> 1 <AND> 3 . This is the same in boolean logic as saying 1 & (2 / 3) = 1 <AND> (2 OR 3) |
It can be helpful if you also wish to find records that could match more than 5 values
eg 1 / 2 where the "Logic" column on these 2 criteria lines is set to <OR> on the same 'What' field will give you up to 10 possible values you can check
Example
e.g.
Logic Line: 1&2&3
This search looks for candidates created between 01/01/2018 and 30/06/2018, who have a a birthday of 12th, 13th or 14th September (Month 09)
Important: When creating the logic line you must *NOT* use spaces i.e. [1&2&3 ] is valid, but [1 & 2 & 3 ] is not. |
Jeremy Heaney (Migrated deleted Agent)
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