The Criteria Builder

Within Method, there are three types of actions which use the Criteria builder:

  • Table actions
  • Loop actions
  • Conditional statement

The Criteria builder allows you to set up a question or a test which will compare one value to another value.

The result of this comparison will return a true or false answer. Depending on the action, this will accomplish different results.

For table and loop actions, the criteria builder is used to find one or more records that match the criteria. In the below example, all records with a Record ID greater than zero will be returned.

For the conditional statement, the criteria builder will return a true or false statement. This result is used to branch an action list so that different actions are done depending on the true or false result. 

In the below example, we are checking to see if the User logged in is named Errol. Depending on the result, two different actions sets can be done.

Creating conditions

When you enter the criteria builder, a grid lists all the conditions with the option to add more.

  • If All/Any of the following are true:
    All - Every condition must be true in order to return true
    Any - At least ONE of the conditions is true in order to return true
  • Field: the first dropdown is the first value. For tables and loops, the first dropdown is the field to check in the table
  • Comparison: the seconddropdown is the comparison operation to perform between the two values. These include:
    • Is Equal
    • Is not Equal
    • Greater Than
    • Greater or Equal to
    • Less Than
    • Less or Equal to
    • Is Empty
    • Is Not Empty
    • Contains
    • Does Not Contain
    • Starts With
    • Does Not Start With
    • Ends With
    • In List
    • Not In List
    • Is True
    • Is False
  • Note, when comparing dates, you will get the option to Compare dates using:
    • Date And Time
    • Date
    • Date of Month
    • Month
    • Year
    • Day Of Week
  • Value: the next two fields specify the value to compare the field to. For some comparisons, a second value is not needed (e.g. for empty comparisons, and true/false comparisons)
  • Add another condition: create additional conditions
  • Add another group: you can separate conditions into groups. This is similar to how parentheses work in mathematical equations - conditions in groups are calculated together.


The below examples will use the action Delete Records in a Table.

Example 1

The function will go through all the records in each table, comparing each record's RecordID field to the number 5. If it finds a record with a RecordID of 5, then that record gets deleted. Of course, since RecordIDs are unique, only one record gets deleted.

Example 2

The function will go through all the records in each table, checking if its RecordID field is greater than zero. Of course, EVERY Record ID is greater than zero, so in effect, this will delete every record in the table!

Example 3

 Note that we have changed it to "If ANY of the following are true." The function will go through all the records in each table, checking if the name is either Bob OR Robert. If a record has either of those names, then the record is deleted.

Example 4

This time, we have added three groups. Note within each group you can set it to Any or All.

  • Group 1: Returns true if the record is named either Bob or Robert
  • Group 2: Returns true if the age is between 12 and 20 (i.e. 13-19)
  • Group 3: Returns true if the birth month is June

A record is deleted only if all three groups are true. If any one of the groups is not true (e.g. Age is 25), then the record is not deleted.

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