Defining Conditions

You can add a simple condition, or you can also add a more complex expression, when needed. You'll generally use conditions, because they're easier to work with:

To add a condition:

1. Click [Add Condition]. A field-chooser dialog opens.

2. Choose a field.
   

   • Here, the selected field points to an Account
   • Since each Account has multiple fields, selecting it causes those fields to be displayed.

3. When you have the field you want, click [Insert Field]
   Or use the [Close] button to close the dialog without selecting anything.

4. After selecting a field, the dialog closes, and the selected field appears in the condition.
   .

5. Choose an operator. (The choices depend on the type of field that was selected.)

6. Type in a field value.
   

7. Click the "x" icon to remove a condition that is no longer needed.