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How we can query the Account based on Two parameter as OR Condition.

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Hello Experts,

I want to search/query for Account based on selection filter "Customer Portal Group" OR "Customer Portal Type" both as OR Condition, because you know that advanced search filter query the record based on AND Condition. So here my requirement is that , search the data using "Customer Portal type" OR "Customer Portal Group" using both parameter as OR condition.Means if we set the both parameter, but "Customer Portal Group" is blank then it should only display the Customer Portal type related Data.

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Answers (3)

Answers (3)

dominik_filip
Participant
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Hi Sanjay,
there is no option for OR operator in queries (as is not in old CRM) but I think there is one workaround possible:
1. In Advanced search click on "plus" next to your fields:

2. Add values you need and include "is initial" in both fields:

This way you'll get the same results as with OR operator.

Regards,
Dominik

Hi Dominik,

Thanks a lot.

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Yes these are two different fields like dropdown.

nikhilwalsetwar
Contributor
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Hi Sanjay,

Are these two diff fields? or same fields different values like dropdown?

Nikhil