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AND/OR Conditions & Breadcrumbs

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In this lesson, you will learn:

  • How AND and OR change your results
  • How to group conditions with New Criteria
  • How to read and use breadcrumbs

1 More than one condition

In Lesson 11.2, you built filters with one condition. Real questions often need more, like “high-priority incidents that are still open”. You join conditions with AND or OR.

2 AND vs OR

Key term: AND

A record must match both conditions. AND makes the list smaller.

Key term: OR

A record can match either condition. OR makes the list bigger.

Two circles that overlap. One circle is Priority is 1 - Critical, the other is State is New. With AND, only the overlap is shown: critical incidents that are also new, 3 records. With OR, both whole circles are shown: incidents that are critical or new, 25 records.
Figure 1. AND keeps only the overlap. OR keeps both circles.

Think of ordering ice cream. 🍦 “Chocolate AND with sprinkles” is one very specific cone. “Chocolate OR vanilla” gives you more cones to choose from.

⭐ Remember: AND = fewer results. OR = more results.

3 Adding AND or OR

  1. Open the condition builder on a list.
  2. Build your first condition, like Priority is 1 – Critical.
  3. Click AND (or OR) at the end of that row. A new row appears.
  4. Build the second condition, like State is New.
  5. Click Run.

💡 Good to know: Need two separate groups of rules? Click New Criteria. It starts a new group that’s joined to the first one with OR. For example: (P1 AND New) or (P2 AND unassigned).

4 Breadcrumbs

After you run a filter, the conditions show at the top of the list as breadcrumbs, like this:

All > Priority = 1 – Critical > State = New

Key term: Breadcrumbs

The trail of conditions above a list. They show which filter is on, one step at a time.

  • Click All to remove every condition.
  • Click a breadcrumb to remove all the conditions after it.
  • Click the small > or x next to one to remove just that condition.
  • Right-click a breadcrumb for more options, like copying the query.

📝 Note: Behind the scenes, a filter is saved as a short line of text called an encoded query, like priority=1^state=1. The ^ means AND, and ^OR means OR. You saw this in URLs in Lesson 3.4.

5 Let’s try it: AND vs OR

  1. Open Incident > All. Filter: Priority is 1 – Critical AND State is New. Run it and write down the count.
  2. Change the AND to OR (rebuild with the OR button). Run it. Is the count bigger?
  3. Look at the breadcrumbs. Click the first condition’s breadcrumb. What happens to the second?
  4. Click All to clear everything.

6 Quick recap

  • AND = must match both = fewer results
  • OR = can match either = more results
  • New Criteria starts a separate group of conditions
  • Breadcrumbs show the current filter. Click them to remove conditions
  • Filters are stored as encoded queries

7 Check yourself

Think of your answer first. Then tap to check.

1 Which gives more results: “State is New AND Priority is 1” or “State is New OR Priority is 1”? Show answer

The OR filter.

2 The breadcrumbs read “All > Active = true > State = New”. You click “Active = true”. What happens? Show answer

The “State = New” condition is removed. Only “Active = true” stays.

3 In an encoded query, what does ^ mean? Show answer

AND.

Nice work! You finished this lesson. 🎉

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