Booking Filters

Charlie Jenkins Updated by Charlie Jenkins

With no filters defined a booking type will be available for all records of the booking object. However there are times when you may want to restrict which booking type is availble for a record, for example, to select different groups of potential hosts for different records.

Filters

Booking types with no filter enabled will be available for all records of the booking type.

Creating filter rows

  • Filter rows - you can add up to five filter rows using the Add Row link.
  • Field - choose the field you want to filter by. The list of available fields includes both standard and custom fields.
  • Operator - select comparison type from the following. The operators available depend on the current field selected. See list of operators below.
  • Value - the value you want to match.

Filter logic

When there is more than one filter row you can choose whether to use AND, OR to group these together. By default, all rows will be grouped using AND, so if you want all rows to be required, then you do not need filter logic. If you want more control you can use OR. 

Example filter logic

  • (1 AND 2) OR 3
  • 1 OR 2 OR 3
  • (1 AND 2) OR (3 AND 4)

Operators

Operator

Description

Case sensitive

Example

Notes

equals

field exactly matches the value.

No

Country equals USA

 

not equals

Does not match the exact value

No

 

For performance reasons try and avoid negative operators like not equals if you can. Positive operators (e.g. equals or in) are quicker to run in the database. i.e. Select what you want not what you don't want!

less than

less than the specified value (numeric or alphanumeric)

No

Rating less than 50

 

greater than

greater  than the specified value (numeric or alphanumeric) 

No

Rating greater than 50

 

greater or equal

greater than or equal to the specified value (numeric or alphanumeric)

No

Rating greater or equal 50

 

contains

text contains the specified value

No

Name contains Smith

 

does not contain

text does not contain the specified value

No

Name does not contain Carter

starts with

text starts with the specified value

No

Name starts with John

 

does not start with

text does not start with the specified value

No

Name does not start with James

ends with

text ends with the specified value

No

Name ends with Smith

 

does not end with

text does not end with the specified value

No

Name does not end with Carter

in

picklist or text field is within a list of specified values. For picklists you can multi-select options using checkboxes, for text fields you can supply a semi-colon delimited lists of options 

No

State in California;Nevada;Arizona.

Use semi colon or tab when entering values (comma does not count as a delimiter)

not in

picklist or text field, is not within a list of specified values. For picklists you can multi-select options using checkboxes, for text fields you can supply a semi-colon delimited lists of options 

No

State not in

New York;Texas;Colorado

Use semi colon or tab when entering values (comma does not count as a delimiter)

includes

Only available for multi-select picklists, can be any of the selected values. 

No

 

 

does not include

Only available for multi-select picklists, is not any of the selected values.

No

 

For performance reasons try and avoid negative operators like not equals if you can. Positive operators (e.g. equals or in) are quicker to run in the database. i.e. Select what you want not what you don't want!

 

Supported Field Types

The following field types on the object being assigned, and related objects, are supported:

ComboBox

Phone

Integer

MultiPicklist

Email

Date

Currency

String

Picklist

Datetime

TextArea

Double

Checkbox

 

 

 

 

How did we do?

Booking Type Settings

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