or-and-or report filtering

Angie S

In one of my reports, I appear to have lucked into the filter configuration I need, and I can't figure out how to replicate it.

I need to apply an "and" filter to a group of "or" factors, then include a separate group.

How can I do this again?

Sameer Karkhanis

Sorry trying to figure out how you want your logical conditions to be. Do you want something like this?

Tip: You can move any condition to any group by click on the 3 dots at the right end of the condition (move your mouse cursor on the conditional and you will see the 3 dots. Click on the dot and you will see the actions)

Angie S

I’m just trying to replicate what I took the screenshot of. I don’t know how I did it.

It’s an “or” group of factors “and” one other factor, then a completely separate factor that is an “or” to the “and” “or” group.

Andrée Starå

Hi @Angie S

I hope you're well and safe!

I'd be happy to take a quick look.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Angie S

Hi,

I can't share the sheets, and I'm honestly not sure I could explain it any differently from how I have. I am trying to filter a report with the filters in the screenshot. It’s an “or” group of factors “and” one other factor, then a completely separate factor that is an “or” to the “and” “or” group.

Andrée Starå

@Angie S

Follow these steps. (there are multiple ways to do it)

• Create all the Task Name Criteria and Click on the And to change it to Or
• Add the Task Status Criteria
• Add a New Filter Group
• Add the Parent Criteria and click on the And to change it to Or

Did that work?

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Blanche Marie Lewis

Did you ever find out how to have that 3 layer option? I'm trying to do the same thing and I can't make it happen.

johngraham78

@Blanche Marie Lewis & @Angie S I'm able to replicate the 3 layer option, but it's not always helpful. If within the same subgroup you add another condition, using a field already existing in that subgroup, then it creates a second subgroup (or third layer).

Vertex_DanielL

https://community.smartsheet.com/discussion/comment/385066#Comment_385066

Thank you, thank you, thank you!!

Once I got the third level in there arbitrarily, I was able to change the filters to get what I needed.