Understanding Search Logic
By default, all criteria in a saved search are combined with AND logic — meaning all conditions must be true for a record to appear. To create more complex filters, you can use OR and NOT logic with the "Use Expressions" feature.
Logic Operators
AND Logic (Default)
All conditions must be true. Records must match every criterion.
Status = Open AND Amount > 1000 AND Type = Invoice
Result: Only invoices that are open AND have amount > 1000
OR Logic
At least one condition must be true. Records match any of the criteria.
Status = Open OR Status = Pending
Result: All records that are open OR pending
NOT Logic
Excludes records matching the condition.
Type = Invoice AND NOT Status = Paid
Result: All invoices except those that are paid
Using Expressions
📍 Enable Expressions
- On the Criteria subtab, check "Use Expressions"
- Each filter row gets a number (1, 2, 3...)
- Build your expression using numbers and operators
- Use parentheses to group conditions
💡 Expression Examples
Simple AND: 1 AND 2 AND 3
Simple OR: 1 OR 2 OR 3
Mixed: 1 AND (2 OR 3)
Complex: (1 AND 2) OR (3 AND 4)
With NOT: 1 AND 2 AND NOT 3
Practical Example
💡 Find High-Value Open or Overdue Invoices
Criteria:
- Type = Invoice
- Amount > 5000
- Status = Open
- Status = Overdue
Expression:
1 AND 2 AND (3 OR 4)
Result: All invoices over $5,000 that are either open or overdue.
💡 Pro Tip: Parentheses Matter
Without parentheses, expressions are evaluated left to right. Always use parentheses to ensure your logic is processed correctly:
1 AND 2 OR 3 → May give unexpected results
1 AND (2 OR 3) → Explicit grouping, predictable results
🎯 Key Takeaways
- AND (default) — All conditions must be true
- OR — Any condition can be true
- NOT — Excludes matching records
- Check "Use Expressions" to enable complex logic
- Use parentheses to group conditions correctly
- Reference filters by their row numbers in expressions