Use multiple rule sets when you want to trigger a field, section, or template based on separate groups of conditions. Each rule set is treated independently, and you can control how they’re evaluated together using a parent connector.
Instructions
1. Understand when to use multiple rule sets
- Use this approach when there are multiple valid ways to trigger the same action. For example:
- “Show the supervisor approval field if the contact is either a company based in Australia OR an overseas company with over 100 employees.”
- Each of these is a distinct scenario — a separate rule set — and either one can return TRUE to show the field.
2. Go to the Logic tab
- Select the field, section, or template to apply logic to.
- Click the Logic tab.
3. Build the first rule set
- Click + Rule to add your first condition.
- Add additional rules to the set as needed.
- Choose the connector (AND or OR) between rules within the set.
4. Add another rule set
- Click + Rule Set.
- Create the conditions for your second scenario.
- Choose connectors between conditions in that set.
- Repeat as needed for any additional rule sets.
5. Set the parent connector between rule sets
- After building all rule sets, choose the parent connector:
- AND: All rule sets must return TRUE
- OR: At least one rule set must return TRUE
6. Save and test the logic
- A logic pill will appear after saving.
- Click the pill to view a summary of all rule sets.
- Use Preview to test different combinations and confirm expected behaviour.
Common Issues & Solutions
- Issue: The logic never triggers even when one rule set is met
- Solution: Check that the parent connector is set to OR. If it's set to AND, all rule sets must return TRUE.
- Issue: Conflicting values across rule sets
- Solution: Make sure each rule set reflects a valid, independent scenario and avoid overlapping contradictory conditions.