How do the Workflow "Operators" Work?

Created by Mike Johnson, Modified on Tue, Jan 14 at 5:21 PM by Mike Johnson

            
  • Less than: Use for results that are less than the value you enter; for example, “Quota less than 20k” returns records where the quota field ranges from 0 to 19,999.99.


  •  Greater than: Use when you want results that exceed the value you enter; for example, “Quota greater than 20k” returns records where the quota amount begins at 20,000.01.                    
  • Less or Equal: Use for results that match or are less than the value you enter. Use for results that match or exceed the value you enter.                    


  •  Not equal to: Shows results that don’t have the value you enter. This is especially useful for eliminating empty fields; for example, “Email not equal to _________            


  • Greater or equal: Use for results that match or exceed the value you enter. 

  • Contains: Use for fields that include your search string but might also include other information.
  • For example, “Account contains California” would find California Travel, California Pro Shop, and Surf California. Keep in mind that if you enter a short search string, it may match on a longer word. For example, “Account contains pro” would find California Pro Shop and Promotions Corporation. 


  • Does not containEliminates records that do not contain the value you enter; for example, “Mailing Address Line 2 does not contain P. O. Box.” 
       
  • Starts with: Use when you know what your value starts with, but not the exact text. This is a narrower search term than “contains.”

  • For example, if you enter “Account starts with California” you would find California Travel and California Pro Shop, but not Surf California. 


  • Includes: Available when you choose a multi-select picklist as the selected field. Use this operator to find records that include one or more of the values you enter. 

  • For example, if you enter “Interests includes hockey, football, baseball” you would find records that only have hockey selected as well as those that have two or three of the values entered. Results do not include partial matches of values.                    


  • Excludes: Available when you choose a multi-select picklist as the selected field. Use this operator to find records that do not contain any values that match the ones entered. 
    • For example, if you enter “Interests exclude wine, golf” your report lists records that contain any other values from that picklist, including those that are blank. Results do not include partial matches of values.                 
            
        
                    
                    

    

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