How to use operators with different types of fields?

This article will help you understand how to use operators with different types of fields.

The operators available within PowerRouter enable the creation of dynamic conditions, allowing for precise decision-making when configuring trigger components, segmentation, or other components. These operators empower users to define criteria for their workflows, ensuring that specific actions are taken based on the provided conditions.  The basic syntax for adding conditions is 

Below is a comprehensive explanation of the available operators and their applications:

1. Equal (=) - This operator verifies if the lead's data field value matches exactly with the value specified in the condition. For example: 

2. Not Equal (!=) - This operator checks if the lead's data field value does not match the one provided in the condition. For example:

3. Greater than (>) - This operator assesses whether the numerical value of the lead's data field is greater than the value stated in the condition. For instance:

4. Less than (<) - This operator examines if the numerical value of the lead's data field is less than the value in the condition:

5. Greater than equal to (>=) - This operator confirms if the numerical value of the lead's data field is greater than or equal to the condition's value:

6. Less than equal to (<=) -  This operator verifies if the numerical value of the lead's data field is less than or equal to the provided condition:

7. CONTAINS - This operator checks if the lead's data field value contains the text specified in the condition. Multiple text values can be added, separated by commas:

8. NOT CONTAINS - This operator examines if the lead's data field value does not contain the text in the condition. Multiple text values can be added, separated by commas:

9. IN - This operator ensures that the lead's data field value matches exactly with at least one of the specified values in the condition:

10. NOT IN -  This operator confirms that the lead's data field value does not match any of the values provided in the condition:

11. ISBLANK - This operator determines whether a particular data field value is blank or not, yielding a Boolean response:

12. STARTS WITH - This operator checks if the lead's data field value starts with the specified text in the condition:

13. ENDSWITH - This operator verifies if the lead's data field value ends with the specified text in the condition:

Notably, not all operators are applicable to all types of data fields. To provide clarity, let's explore the types of data fields within PowerRouter and the relevant operators for each:

1. TEXTAREA field: Some popular textures fields in PowerRouter are - Company, City, Country, and so on. The operators that could be used in these fields are - Equal, Not Equal, IN, NOT IN, STARTSWITH, ENDSWITH, and ISBLANK. For example, here, the lead record will pass the condition only if the company name is “Kudos Pvt. Ltd.”. Blank spaces will not be passed.

2. CHECKBOX field: Checkbox fields accepting boolean values (true/false) use operators like "=", "!=", and ISBLANK. For instance:

3. DATE/DATETIME/TIME field: These fields are used to represent time and date values. The operators that could be used to filter out values based on time are - “=”, “!=”, “>”, “<”, “>=”, “<=”, and “ISBLANK”. For example, here, “Last Activity” is a Date Field.

4. NUMBER field: Number fields are the one that store numerical value, such as “Annual Revenue”. The operators that could be used to filter out values based on numbers are - “=”, “!=”, “>”, “<”, “>=”, “<=”, “IN”, “NOT IN”, “ISBLANK”. For example,

By understanding the compatibility between operators and data field types, PowerRouter users can construct precise conditions that guide trigger components and other functionalities with accuracy and efficiency. This sophisticated interplay between operators and data fields facilitates optimal decision-making in the workflow process.

The field types whose conditions are not supported in Source or Trigger components due to restrictions in Salesforce:

• Text Area (Long)
• Text Area (Rich)
• Picklist (Multi-Select)