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Filtering with multiple conditions (Matching to certain word)

SH_94
11 - Bolide

Hi Community,

 

I would like to ask how to do the multiple filtering conditions on the following criteria. Screenshot below is the original table.

Jcsh_66_0-1617750282962.png

 

1. First of all , if customer name is empty, filter out the entire row from the table.

2. Secondly, if the customer name consist either three of these wording: Accrual , Adjustment and Reverse (whether it is upper, lower or  sentence case) and the invoice date is empty , filter out the row from the table.These three wording not need to be the standalone wording.Below are the examples:

 - For instance , if the customer name is GJYaccrual and invoice date is empty , it will be removed.

- If the customer name is su-Reversekut and invoice date is empty , it will be removed as well.

 

May i  know how can i build the workflow in this case?

 

 

Kindly refer to the attached file below for your reference.

1 REPLY 1
Luke_C
17 - Castor
17 - Castor

Hi @SH_94 

 

Here's one method you could try with a custom filter.  It first filters out the empty customers and then looks at the combination of the key words + blank invoice (I believe you meant to say invoice vs invoice date, since invoice date has no empty values)

 

Luke_C_1-1617751504518.png

 

 

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