Logical Operators for Formulas and Mandatory Rules

Updated 2 years ago by dustin keir

You can use logical operators to build more complex comparison statements in formula user-defined fields and in rules for mandatory fields.

You can use the following logical operators:

  1. Or 

Combines two comparison statements where either one of the statements is true.

For Example: 

[Category] == “Partner” 

OR

[Category] == “Distributor, Partner” 

is true if the Category field has either the “Partner” value alone or has both the "Partner" and the “Distributor” values.

  1. And 

Combines two comparison statements where both of the statements is true.

For Example: 

[Category] == “Partner” 

AND

[Annual Sales] > 20000 

is true if the Category field has the “Partner” value and if the Annual Sales field is greater than 20,000.

  1. Not 

Negates a comparison statement.

For Example: 

NOT ([Category] == “Partner” 

AND

[Annual Sales] > 20000) 

is true in all cases where the previous example is false.


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