Filter Records Using an 'OR' Operator

Insycle defaults to the 'AND' operator, like missing 'First Name' AND 'Last Name.'

But filtering data using multiple fields and the 'OR' operator (such as Missing 'First Name' OR 'Last Name') is easy.

First, you set up your Insycle template using the fields that you would like. Then you click the "Advanced" tab, and remove the "+" from the syntax. Then you can filter using multiple fields using the 'OR' operator.

First, add the fields to use for the filter. Select the Condition that the data in each selected field must meet, then click Search. This generates the advanced syntax for the search.

In this simple example, the filter is looking for records where the First Name and the Last Name don't exist.

If you were to review the results now, you'd see that the filtered records are those that are missing both the First Name and Last Name values.

To find records that are missing either a First Name or Last Name value, you need to take one more step.

Click the Advanced tab in Step 1. You'll see the advanced search syntax for this filter has been generated.

In the advanced search syntax, before the syntax for each field, you'll see a "+" character. The "+" are what signals to Insycle that the filter will use 'AND.' If you remove these, Insycle will search for both fields using 'OR.'

Remove the "+" characters from your advanced search syntax.

Now, if you click the Search button, Insycle will search for records that are missing first name OR last name.