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Danielle_Wong
Community Advisor
Community Advisor
April 25, 2019
Question

Is there a creative way to Include and Exclude Field Values that are within Other Field Values?

  • April 25, 2019
  • 1 reply
  • 3272 views

So here's the situation:

  1. Our Contact Type field can have many values in it. Some of those values are
    1. Primary Contact
    2. ABC Primary Contact
    3. XYZ Primary Contact
  2. It is possible for a record to have 1 or more of these Contact Types
  3. I need to send an email to anyone who has Contact Type that contains Primary Contact, BUT NOT people who are XYZ Primary Contact or ABC Primary Contact and do not have Primary Contact.
    1. Yes, I thought I could technically do that by
      1. Contact Type contains Primary Contact AND Contact Type not contains XYZ;ABC
        1. BUT then the people who have Contact Types Primary Contact and XYZ Primary Contact would be excluded. We would want these people included in my mailing

I hope you were able to follow along. Hoping someone has an idea they can share on how to achieve this.

Thanks!

Danielle

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1 reply

SanfordWhiteman
Level 10
April 25, 2019

Surround the list of values with an extra delimiter.

That is, instead of

Primary Contact,ABC Primary Contact

use

,Primary Contact,ABC Primary Contact,

Then a filter on [contains]

,Primary Contact,

finds an exact match on only that inner value.

This is an age-old programming technique that should be used for delimited strings.

Level 6
April 25, 2019

This is awesome

SanfordWhiteman
Level 10
April 26, 2019

I still remember the first time I saw this used in a SQL VARCHAR column ages ago and had the a-ha! moment.