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:

1. 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. 

     You can identify a group by the And and Or logical operators. The rules within a group are linked by the logical operator selected for the group. For example, if the option Or is selected within a group, all the rules within that group are linked by the Or logical operator.

     
     

2. Specify conditions for the view by using the Add rule and/or Add group buttons where required.

   A textual representation of the specified filter criteria appears in the Summary section in real time. To delete a rule or group, hover over the rule or group, and then click the Close icon.

   
   

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:

1. Click Add rule, and then specify the following condition.
   

   Field	Operator	Value
   Agent Team	Equal To	Support

   

2. Click Add group, and then specify the following condition.
   

   Field	Operator	Value
   Agent	Equal To	Jane Doe

   
   

3. Hover over the second group, click Add rule, and then specify the following condition.
   

   Field	Operator	Value
   Agent	Equal To	John Doe

   
   

4. Within the second group, select the Or option.

5. Within the first group, click Add rule, and then specify the following condition.
   

   Field	Operator	Value
   Call Attempts Today	Greater Than	2