Values in "contains" field


I'm building automation rules to pick up key words from a description field.  How must the sought-after values be formatted?

Right now, I have them listed with commas, but the rule is not catching them.

I think you're going to say I need to create a series of entries with OR for advanced, but I hope not.



Asked by Sheila McBride on Tue 1/9/24 3:16 PM Last edited Tue 1/9/24 3:16 PM
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Answer (1)

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Mark Sayers Tue 1/9/24 3:25 PM

You have to list each word/phrase in its own filter row, and add new rows for "Description - Contains - term here" for all possibilities.

Then you probaby have to use the Advanced Filtering to say "1 OR 2 OR 3 etc" for however many possible filters you add for the Description plus any other filters you use on that rule.

Mark Sayers
Sr Support Consultant, CS

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