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How can I set up a Task & Alert rule set involving both “And” and “Or” operators?

If you’re looking to set up a Task & Alert rule set where a task or alert will be triggered once the object (i.e. voyage, cargo, estimate, etc.) meets the following conditions:

  • Condition A is true, AND

  • Either condition B or C is true

then the rule set will need to be structured such that conditions B and C are in a group, separate from condition A:

To add a group of conditions, click the menu next to the condition below which the new group is to be added, and select Add Group:

Once the new group is added, proceed to enter the conditions within the group as per normal.

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