Conditions are a core concept used throughout Dazos and apply across several key areas of the platform:
Reporting
List Views
Workflow Automations
Smart Notifications
Surveys
Understanding how to interpret and apply conditions is essential to getting value from the CRM and leveraging its advanced functionality.
In the screenshots below, conditions are demonstrated using a Report. While the examples reference reporting, the concepts and user experience are consistent across all areas where conditions are used.
As you become more familiar with Dazos, if you’re unsure which conditions to select or how fields are named, open an individual record to view available data and field labels. This is especially helpful when building workflows, as workflows require a trigger or field change to activate.
What Are All Conditions?
When using the first + Add Condition button, you are adding filters to the All section.
The All section functions like an AND statement—every condition in this section must be met for a record to appear in a report or match a workflow.
Example 1:
To appear in the report:
The record must be created during the current week
The record must be assigned to Dazos Administrator
Boolean logic: Condition 1 AND Condition 2
Example 2:
To appear in the report:
The record must be created during the current week
The record must be assigned to Dazos Administrator
The Primary Phone field must not be empty
Boolean logic: Condition 1 AND Condition 2 AND Condition 3
What Are Any Conditions?
When using the second + Add Condition button, filters are added to the Any section.
This section functions like an OR statement—if any one condition is met, the record will appear in the report or match a workflow.
If a report returns more records than expected, double-check whether conditions were added to the Any section, as this typically results in broader results.
Example 1:
To appear in the report:
The record was created during the current week
ORThe record is assigned to Dazos Administrator
Boolean logic: Condition 1 OR Condition 2
In the above screenshot, to appear in the report, the record’s creation time must be in the current week, or the record must be assigned to Dazos Administrator.
In that example, you could see a record assigned to Dazos Administrator that was created 3 weeks ago, or a record created this week that is assigned to Agent 1. Because they met one (any) of the conditions, they’re able to show.
To introduce you to Boolean terms, this would be conditions 1 OR 2.
Example 2:
To appear in the report:
The record was created during the current week
ORThe record is assigned to Dazos Administrator
ORThe Primary Phone field is not empty
Boolean logic: Condition 1 OR Condition 2 OR Condition 3
Using All and Any Conditions Together
Dazos allows you to combine All and Any conditions within a single configuration.
In the examples below, we switch to the Intake Opportunity module, so you may notice different fields being used.
Example 1:
Objective: View Intake Opportunities for the Test Facility that were either:
Created this month
Scheduled for admission this month
Boolean logic:
Condition 1 AND (Condition 2 OR Condition 3)
Example 2:
Objective: View Intake Opportunities for the Test Facility that are:
Assigned to Dazos Administrator
Created this month or scheduled for admission this month
Boolean logic:
Condition 1 AND Condition 2 AND (Condition 3 OR Condition 4)
Using Combination Conditions (AND / OR Toggles)
Next to each condition, you’ll notice AND and OR toggles. These allow you to create more advanced logic within a single section.
This example uses the Calendar (Tasks) module and demonstrates a more complex scenario.
Example:
Objective: Build a task list showing follow-ups for each agent.
To appear in the report:
The task must be assigned to the current user
The task status must be Not Started
The task must either:
Contain Alumni in the subject and be due this week
ORContain Follow-Up in the subject and be due today
Boolean logic:
(1 AND 2) AND ((3 AND 4) OR (5 AND 6))