How to set Conditions
The Logic Editor
The Logic editor will appear in a few places in the Application. It is used on Sections and Fields to determine their visibility, or in Widgets, Reports and Notifications to filter for only the Profiles you require.
Where ever you see something similar to the above, you can start adding one or more conditions.
What is a Condition?
A condition is simply a small test that produces a true or false (yes or no) result. It is typically made up of 3 parts. There is the item you are evaluating (normally a field), the type of comparison and the value to compare against. Sometimes the value to compare against may not be required as it can be assumed.
Here are some examples of conditions you might set.
In all these cases you see the item is in quotation marks, the comparison type is in italics, and the value is in bold:
Show Profiles where the "Start Date" is next week
Show Profiles where the "Next Birthday" is later than today
Show Profiles where the "Postcode" contains BH
Show Profiles where the "DBS Check Completed" is not selected
Show Profiles where the "DBS renewal date" is earlier than today
The end result will look similar to one of the screenshots below.
Adding Multiple Conditions
You can add multiple conditions by pressing Add another condition. This will create an And condition which means that both of these conditions need to be satisfied.
In this example, the postcode must contain 'BH15' and the first name must contain 'Gary' for it to pass.