Using the Advanced Criteria Mode
You can design a contact view or a ticket view based on advanced filter criteria (conditional logic). To do so, on the Filter Criteria subtab:
Select the Advanced Criteria Mode option in the Off state.
The Query Builder section appears displaying the following buttons when you hover over the section:Add rule: Used to add a condition within a group.
Add group: Used to add a condition through a new group.
Specify conditions for the view by using the Add rule and/or Add group buttons where required.
Example
Suppose that you want to specify the following filter criteria for a contact view:
The name of the agent team assigned to contacts is Support; the names of the agents on that agent team are either Jane Doe or John Doe; and the number of call attempts for the current day is greater than two.
Then, in the Query Builder section, perform the following steps:
Click Add rule, and then specify the following condition.
Field Operator Value Agent Team Equal To Support Click Add group, and then specify the following condition.
Field Operator Value Agent Equal To Jane Doe Hover over the second group, click Add rule, and then specify the following condition.
Field Operator Value Agent Equal To John Doe - Within the second group, select the Or option.
Within the first group, click Add rule, and then specify the following condition.
Field Operator Value Call Attempts Today Greater Than 2