Defining Conditions

To add a condition:

1. Click [Add Condition]

2. Choose a field

   

   • Here, the selected field points to an Account
   • Since each Account has multiple fields, selecting it causes those fields to be displayed.
   • When you have the field you want, click [Select Field]

3. Choose an operator:

   

   • The choices depend on the type of field that was selected

4. Type in a field value

   

   • Type in the value
   • Click the "x" icon to remove the condition.