---
title: "Use the filter builder"
slug: "using-filter-builder-to-create-criteria"
description: "Use the filter builder to create filter criteria throughout Fullcast where the filter builder is available including tables, territory carving with Smart Plan and Bucket rules, filter records at the plan level, and more."
updated: 2025-12-18T18:16:24Z
published: 2025-12-18T18:16:24Z
canonical: "support.fullcast.com/using-filter-builder-to-create-criteria"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use the filter builder

Use the filter builder in several areas of the Fullcast platform to include or exclude imported records at the plan level, add filters to bucket and smart plan rules, filter accounts in the account table, and more.

## Filter builder functionality

![Overview map of filter builder functionality.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(472).png)

1. **Statement groups:**Determines if all the conditions must be true (And) or at least one condition is true (Or).
  - **Or:**Any of the statements can be true.
  - **And:**All of the statements must be true.
2. **Delete option:** Removes that condition or operator from the filter.
3. **Field selector**: Specifies the field, variable, or data attribute that the filter rule evaluates.
4. **Input value**: The specific value compared against the field based on the selected operator.
5. **Add option:** Adds a condition or group of conditions to the filter.
6. **Comparison operator**: Defines how the selected field is compared to the input value.

## Comparison operators

Each comparison operator determines how the field is evaluated against the input value and if that comparison meets the specified criteria to include or exclude the data. The following provides and description of each comparison operator.

> [!NOTE]
> Note
> 
> Availability of the comparison operators depends on where you use the filter builder in Fullcast and the field type. For example, the **Account Name** field uses string type comparison operators (contains, starts with) and **Annual Revenue** uses numeric type comparison operators (is greater than, is less than).

#### Equals to / equals

The field's value must match exactly the same as the input value.

#### Not equals to / Does not equal

The field's value must be anything other than the input value.

#### Contains

The field's value must include the input value as a substring anywhere within it.

#### Does not contain

The field's value must not include the input value anywhere within it.

#### Starts with

The field's value must begin with the input value.

#### Not starts with

The field's value must not begin with the input value.

#### Ends with

The field's value must end with the input value.

#### Is blank / is empty

The field must have no data entered in it (it is null or empty).

#### Is not blank / is not empty

The field must contain any value whatsoever.

#### Is any of

The field's value must match one of the input values.

To add values:

1. Click on the input value field.
2. Type a value.
3. Press `Enter`**.**
4. Repeat to add more values as needed.

#### Is none of

The field's value must not match any of the input values.

To add values:

1. Click on the input value field.
2. Type a value.
3. Press `Enter`**.**
4. Repeat to add more values as needed.

#### Between / is between

Considers the numbers between and including the input values. For example, if the values are between 1 - 100, it would consider all numbers between the given values including 1 and 100.

#### In

The field's value must include one of the input values. The input value field for the **In** operator may be a text field where you type multiple values manually or a picklist where you select multiple values from a dropdown.

To add values with the text field:

1. Click on the input value field.
2. Type a value.
3. Press `Enter`.
4. Repeat to add more values as needed.

![Add multiple values with a text field option for the In operator.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/CEECC58E-C9DC-41AE-AFD7-AFF63DD854AF.GIF)

To add values with the picklist:

1. Click on the dropdown arrow in the input value field.
2. Select the value from the dropdown
3. Repeat to add more values as needed.

![Add multiple values with a dropdown option for the In operator.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/F6C777BD-D859-4758-8B58-1E2C3DA76421.GIF)

#### Less than / is less than

The field’s value must be less than the input value.

#### Greater than / is greater than

The field’s value must be more than the input value.

#### Less than or equals / is less than or equal to

The field’s value must be less than or equal to the input value.

#### Greater than or equal / is greater than or equal to

The field’s value must be more than or equal to the input value.

## Input value types

The input value depends on the field type you select. The following lists the available input value types

#### String

Type a sequence of characters (letters, numbers, symbols, and spaces) that forms a text value.

#### Boolean

Select true or false from the dropdown.

#### Date

Select the calendar day, month, and year from the interactive calendar.

1. Click on the input value field.
2. Click the dropdown arrow.
3. Select the date.

> [!NOTE]
> Note
> 
> You can use the arrows or click on the date header to drill down and select the year, month, then day.
> 
> ![Select date from the interactive date picker.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/4B376459-A114-41D2-BA84-7F6CC7436FB8.GIF)
4. Click **Ok**.
5. Press `Enter`.

#### Date and time

Select the calendar day, month, year, and time from the interactive calendar and clock.

1. Click on the input value field.
2. Click the dropdown arrow.
3. Select the date.

> [!NOTE]
> Note
> 
> You can use the arrows or click on the date header to drill down and select the year, month, then day.
> 
> ![Select date and time from the interactive date and time picker.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/7A704DDD-E25C-4F0E-872F-B33633CE2867.GIF)
4. From the clock fields, select the time.
5. Click **Ok**.
6. Press `Enter`.

#### Integer

Type a whole number (no decimal or fraction).

#### Picklist

Select multiple options from the dropdown.

![Select one or more option from a picklist input value type.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/3B85566D-E7BA-48B7-8703-DE97C103FD9F.GIF)

## Filter builder criterion best practices

When you use the filter builder, create filters in the simplest way possible to include or exclude the required data. Determine whether to start your criteria with the `And` or the `Or` condition, and how to group conditions.

![GIF with clicking on plus, add condition, number of locations,](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/filter builder UI.gif)

### Create hybrid filters

Many criterion require hybrid filters that combine `Or` conditions that group `And` criterion. Each group is compared and includes or excludes data if any of the group of `And`****conditions are met. Refer to **a group of three conditions or a group of two conditions** in the following examples.

- Add an `And` condition at the highest level for every multi-filter group so that each `And` filter stays together.
- With multiple groups, set the first criteria to a false criteria and the first operator as `Or`. This makes all accounts that fall past the initial `Or` and the remaining logic levels easier to organize.
- If you use more than one range of values on the same field in a single bucket, put the largest range number first.

## Filter criteria examples

The following are common examples of filters built for different use cases.

### Territory filter criteria examples

Break up segments according to the size of the company and other related criteria.

#### A single condition or a group of two conditions

Qualify an account to be in the Enterprise segment based on the number of employees and industry.

**Criteria setup:**

`NumberOfEmployees` greater than 20000

Or

And

`Number of Employees` is greater than 10000

`Industry` does not equal Healthcare

![](https://s3.amazonaws.com/helpscout.net/docs/assets/61f6d47636922c293e15e42b/images/6750d6072d965d6e4f4feaca/file-Pf055QfkOa.png)

**Result:**The larger employee count (20,000) is evaluated first to find matches then the second condition in addition to the industry is evaluated to allocate accounts. If you put **Number of Employees greater than 10,000** first, there would be no accounts between 10,000 and 20,000 left to allocate.

#### A group of three conditions or a group of two conditions

Qualify an account to be allocated in the Mid Market segment based number of employees, annual revenue, and customer fit score.

**Criteria setup:**

`NumberOfEmployees` EQUALS TO 1.2

Or

And

`Number of employees` is greater than 15000

`Annual Revenue` is greater than 10000000

`Customer Fit Score` is between 5 - 8

And

`Number of employees` is between 1000 - 15000

`Customer Fit Score` is greater than 8

![](https://s3.amazonaws.com/helpscout.net/docs/assets/61f6d47636922c293e15e42b/images/6750d6337d37d72a3aae0a7e/file-iaQPMnOaO6.png)

**Result:**When you set the first condition to something that is always false (number of employees equals to 1.2), both of the other criteria groups, which have multiple conditions, are evaluated together.

#### A group of two conditions

One group of conditions that qualify an account as an SMB account.

`Number of Employees` less than 1000

And

`Parent Name` is blank

![](https://s3.amazonaws.com/helpscout.net/docs/assets/61f6d47636922c293e15e42b/images/6750d66aeca21522df68b054/file-sC09sdkVQN.png)

**Result:**Finds all accounts with less than 1000 employees there is no parent account.

#### A dummy condition to manually create a territory for named accounts

When you have a territory that needs to be in the same level as certain segments, but it will contain only named accounts. Use a condition that will always be false to create an empty bucket, then manually move accounts to this bucket and mark them as named accounts.

> [!NOTE]
> Note
> 
> Only use this method to create a subset of territories that consist only of named accounts.

![](https://s3.amazonaws.com/helpscout.net/docs/assets/61f6d47636922c293e15e42b/images/6750d689eca21522df68b055/file-1ZJED4739s.png)

#### Two groups of conditions OR one single condition

Create three criteria that can qualify an account to be in the Enterprise segment.

And

`NumberOfEmployees` is greater than 10000

`Bookings potential` is greater than 10000000

Or

And

`Bookings potential ` is greater than 1000000

`Customer Fit Score` is greater than 1000000000

Or

`Bookings potential ` is greater than 2000000