How can I add multiple filter in dynamic table

ratan_paul

Hi Team, I am trying to create a table for Salesforce. Please find the below screenshot. I have added 1 condition Segment Index Custom = 1 but I need to these many conditions. How can I do it?

SegmentIndex_Year__c = 1 AND (Product_Type__c = 'Software' OR Product_Type__c = 'Software Discount (One-Time)' OR Product_Type__c ='Software Discount (Recurring)') AND SBQQ__RequiredBy__c=null AND Is_Select_Bundle__c = false AND Parent_of_Bundle__c = false AND SBQQ__EffectiveQuantity__c !=0 AND isCredit__c = FALSE AND (NOT (SBQQ__ProductName__c LIKE '%Payment Adjustment%') )

Colleen Stimola

Hi! Right now, Ironclad's Salesforce connector supports only one matching-field condition per table mapping (a single Salesforce field matched against a single value, like the "Segment Index Custom = 1" filter you've already set up). There isn't a way to add a full boolean expression with multiple AND/OR clauses directly in that Matching Field configuration.

The recommended way to get around this is to consolidate your logic on the Salesforce side:

• Create a formula field (or a checkbox field) on the Quote Line Item object in Salesforce that evaluates all of your criteria at once
• Have that formula return a single value (e.g., TRUE/FALSE, or a specific code)
• In Ironclad, set your table's Matching Field to that new formula field, and use the returned value (e.g., TRUE) as the Salesforce Field Value.

This lets you fold your entire multi-condition logic into one filterable field that Ironclad can match on, without changing anything else in your table mapping.