Add Ons and Integrations
Add Ons and Integrations
Ask questions about Control Center, Dynamic View, DataMesh, Pivot App, Calendar App, or WorkApps. Discuss connecting Smartsheet to your other systems with integrations such as Bridge, Data Shuttle, the Jira connector, and the Salesforce connector.
Smartsheet/Salesforce Filters
I am using the connector for Salesforce and I have to setup filters from Salesforce to Smartsheet, but I only seem to have the option to add "AND" filter rules. Is there a way to add "OR" filter rules?
Answers
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While there isn't currently a way to use OR filter rules across Salesforce Fields, you can use the "includes one or more" while selecting values within a field to select one OR more possible values within that field.
Hope this helps!
Urmila Kukreja | Smartsheet
Technical Product Manager, Scenarios and Solutions
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'Includes One or More' is not an option in the drop down.
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What is the work around for this? Since "Or" filters is not available and "Includes one or more" is not available for the field by which I need to filter by, is it possible to use Equals and list all the criteria separated by comma or semicolon? Or would we need to create an individual workflow for each of those criteria options?
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Lame :(
