Content Comparison

...

• AND means all conditions must be true.

• OR means at least one condition must be true.

...

...

panelIconId	1f5e8
panelIcon	:speech_left:
panelIconText	🗨️
bgColor	#DEEBFF

...

For Example, If you have three filters:

1. Opportunity Stage = Closed Won

2. Account Type = Customer

3. Last Activity Date > Last 30 Days

You could use the following custom condition logic to display results that meet your criteria:

1 AND (2 OR 3)

This logic means that only records where the Opportunity Stage is 'Closed Won' and either the Account Type is 'Customer' or the Last Activity Date is within the last 30 days will be shown.

Panel
panelIconId 1f5e8 panelIcon :speech_left: panelIconText 🗨️ bgColor #DEEBFF
For example, Suppose you below filters Account Type = 'Customer' Contact Title contains 'Manager' Opportunity Probability > 70% Case Status = 'Open' Last Activity Date = Last 30 Days Account Rating = 'Hot' Custom Condition Logic: ((1 OR 6) AND (2 AND 3)) OR (4 AND NOT 5) Explanation: This logic will display related records where: (Account Type is 'Customer' OR Account Rating is 'Hot') AND (Contact Title contains 'Manager' AND Opportunity Probability is greater than 70%); OR Case Status is 'Open' AND there is NO Last Activity in the last 30 days.

Dynamic Filter criteria:

• You can also apply the same filter criteria dynamically to your related list, allowing for real-time adjustments based on the selected conditions and value sources.

• This flexibility ensuring the related list always displays the most relevant data as per your current needs.

...