Criteria grouping in Custom Searches

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Robert Jones

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May 25, 2017, 4:56:57 PM5/25/17
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I've sent an email to support, but figured I'd ask here if anyone has some info on it.

In a custom search how can I group various criteria together?

I created a custom search. I have 4 criteria:
Last Attended on/after 1/1/2016     OR
Last Contributed on/after 1/1/2016  OR
Date Created on/after 1/1/2016       OR
Email Address is not empty           AND

How I want it grouped is:
(last attended >= 1/1/2016 OR last contributed >= 1/1/2016 OR date created >= 1/1/2016)  --So it gets me anyone that matches any of that
AND email address is not blank                                                                                   --Then it makes sure it has an email

I get a large difference of results depending if I put the "email address is not blank" first or last. (Using output a record for every person.)
If "email address is not empty is first", before last attended, I get 21,236 records
If "email address is not empty is last", after date created, I get 2,000 records
(For random experiment) I put email address 3rd, between last contributed and date created, I only get 500 records.


I checked the help, but it doesn't say how it groups multiple criteria together.

Any help would be appreciated. If not, I'll update when I get a response from support.
-Robert

laura ehling

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Jun 16, 2017, 10:36:12 AM6/16/17
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If you select OR as the base operator and then add the grouping criteria with "AND" it should work with the email being a part of each AND statement



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