Filtering rule - One value is set
Improve data quality by addressing duplicate filtering scenarios when one of the values is set. Learn a simple workaround to handle nulls and special values consistently in your rules.
Case 1 – Two records differ, one has a non-null value
Condition:
Field__c
is not the sameExpected match:
Field__c
is equal to"MyNonNullValue"
Case 2 – Two records differ, one is null
Issue: The operator is not the same does not treat null values as valid inputs. When a null is encountered in a comparison, the rule simply returns false and does not apply.
Workaround: Create a formula field that returns the text
"empty"
when the original field is blank, and otherwise returns the field’s value.Updated rule:
Condition:
Field__c
is not the sameExpected match:
Field__c
is equal to"empty"
Case 3 – Two records differ on a Boolean field (one is true
)
true
)Condition:
Field__c
is not the sameExpected match:
Field__c
is equal totrue
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