{"id":3477,"date":"2017-05-16T15:38:18","date_gmt":"2017-05-16T13:38:18","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=3477"},"modified":"2017-11-21T13:17:12","modified_gmt":"2017-11-21T12:17:12","slug":"should-i-use-required-or-optional-filter-conditions","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/should-i-use-required-or-optional-filter-conditions\/","title":{"rendered":"Should I use required or optional filter conditions?"},"content":{"rendered":"<p>To give you a precise answer, let&#8217;s see what conditions are good for.<\/p>\n<h3>Required condition<\/h3>\n<p>Every required condition has to be met in order for the <a href=\"..\/what-is-an-opportunity-card-good-for\/\">card<\/a> to get in to the <a href=\"..\/how-to-create-filters\/\">filter<\/a>.<\/p>\n<p><strong>Let&#8217;s see an example:<\/strong><\/p>\n<ul>\n<li>I would like to filter those opportunity <a href=\"..\/what-is-an-opportunity-card-good-for\/\">cards<\/a> on which the Expected revenue is more than 500\u20ac and the Sales status is In progress:\n<ul>\n<li><a href=\"..\/what-is-an-opportunity-card-good-for\/\">Opportunity<\/a>: Expected revenue is Greater than 500\u20ac<\/li>\n<li><a href=\"..\/what-is-an-opportunity-card-good-for\/\">Opportunity<\/a>: Sales status is Equal to In progress<\/li>\n<\/ul>\n<\/li>\n<li>I would like to filter those opportunity cards on which there is a contact person whose position is Chief Executive and there is no next action:\n<ul>\n<li><a href=\"..\/what-is-an-opportunity-card-good-for\/\">Opportunity card<\/a>: Next action Is not set<\/li>\n<li><a href=\"..\/what-should-i-do-with-businesses-and-contact-persons\/\">Person<\/a>: Position is Equal to Chief Executive<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>Optional condition<\/h3>\n<p>In order for a card to get into a <a href=\"..\/how-to-create-filters\/\">filter<\/a>, at least one optional condition has to\u00a0be met. In case of adding required conditions as well, all required ones have to be met.<\/p>\n<p><strong>Let&#8217;s see an example:<\/strong><\/p>\n<ul>\n<li>I would like to filter those opportunity cards that was modified by John recently, OR the next action is assigned to John, OR John is the owner of the card:\n<ul>\n<li><a href=\"..\/what-is-an-opportunity-card-good-for\/\">Opportunity<\/a>: Owner is Equal to John<\/li>\n<li><a href=\"..\/what-is-an-opportunity-card-good-for\/\">Opportunity<\/a>: Next action assignee is Equal to John<\/li>\n<li><a href=\"..\/what-is-an-opportunity-card-good-for\/\">Opportunity<\/a>: Changed by John<\/li>\n<\/ul>\n<\/li>\n<li>I would like to filter those opportunity cards on which a phone number or an email address is added to the company:\n<ul>\n<li><a href=\"..\/what-should-i-do-with-businesses-and-contact-persons\/\">Company<\/a>: Phone is set<\/li>\n<li><a href=\"..\/what-should-i-do-with-businesses-and-contact-persons\/\">Company<\/a>: Email is set<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div class=\"alert alert-info\">It is recommended to add at least two Optional conditions, otherwise, it will function as a required condition.<\/div>\n<h3>Use them simultaneously<\/h3>\n<ul>\n<li>I would like to filter those opportunity cards on which a phone number or an email address is added to the company and the Sales status is Lost opportunity:\n<ul>\n<li>Required condition:\n<ul>\n<li><a href=\"..\/what-is-an-opportunity-card-good-for\/\">Opportunity<\/a>: Sales status is In progress<\/li>\n<\/ul>\n<\/li>\n<li>Optional conditions:\n<ul>\n<li><a href=\"..\/what-should-i-do-with-businesses-and-contact-persons\/\">Company<\/a>: Phone Is set<\/li>\n<li><a href=\"..\/what-should-i-do-with-businesses-and-contact-persons\/\">Company<\/a>: Email Is set<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>To give you a precise answer, let&#8217;s see what conditions are good for. Required condition Every required condition has to be met in order for the card to get in to the filter. Let&#8217;s see an example: I would like to filter those opportunity cards on which the Expected revenue is more than 500\u20ac and [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[407],"tags":[440],"class_list":["post-3477","post","type-post","status-publish","format-standard","hentry","category-more-customer-management","tag-filter-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Should I use required or optional filter conditions? - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"To give you a precise answer, let&#039;s see what conditions are good for. Required condition Every required condition has to be met in order for the card to\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/helpdev.minicrm.io\/help\/should-i-use-required-or-optional-filter-conditions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Should I use required or optional filter conditions? - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"To give you a precise answer, let&#039;s see what conditions are good for. 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