Operators
In this section, you can apply filters to calculate data rollup for specific records. PWR Rollups offers various filter operators based on the field type used in the filter. For example, for fields of type Number, it offers operators such as Greater than, Less than, Equal, and many more.
Operator | Supported Field Types | Description |
|---|---|---|
Greater than | Number, Currency, Date | Checks if provided value is greater than in selected field. |
Less than | Number, Currency, Date | Checks if provided value is less than in selected field. For example, the filter “Course fees less than 20,000” will return records where the course fees field is below 20,000. |
Equal | Number, Currency,Date,Text, Boolean, Picklist | Checks if the value of a field is equal to a specified value. For example, the filter “Course fees Equals 20,000” will return records where the course fees field is 20,000 |
Not Equal | Text, Number, Currency, Date, Boolean, Picklist | Checks if the value of a field is not equal to a specified value. |
Less or Equal | Number, Currency, Date | Checks if the value of a field is less than or equal to a specified value. |
Greater or Equal | Number, Currency, Date | Checks if the value of a field is greater than or equal to a specified value. |
During | Date | Checks if the date value of a field falls within a specified range. |
Contains | Text, Picklist | Checks if the text field contains a specified substring. |
Does Not Contain | Text, Picklist | Checks if the text field does not contain a specified substring. |
Starts With | Text, Picklist | Checks if the text field starts with a specified substring. |
Ends With | Text, Picklist | Checks if the text or picklist field ends with a specified substring. |
Custom Logic for Multiple Filters
Additionally, you can add multiple filter conditions and define custom logic for how they should be evaluated, such as 1 OR 2 AND 3.
AND: Provide results If all provided conditions are true
OR: Provide results If one of the provided conditions are true
Value Configurations
In this section, provide a value to compare or check against the selected field. You can provide a value by clicking on the gear icon.
For example, you can set the Account Name to 'Enzigma'.
