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Set a Query Condition to Optional or Required

Use the Conditions pane in a query tool window to use Boolean operators (OR, AND) to set a query condition to optional or required. The system sets conditions "required" by default. If a query has a single condition, the system requires that condition and you cannot set it to optional. If the query has more than one condition, you can set each condition that follows the first condition in the list to required or optional. For more information about Boolean operators, see Boolean Operators.

To set a query condition to optional or required

  1. Create a Query or Open an Existing Query.

  2. Do one of the following:

    • To change the query so that only one condition has to be true for an account to appear in the query results, click the second condition and then, in the toolbar, click the OR icon OR icon.  The condition changes from "and" to "or."

    • To change the query to require both conditions for an account to appear in the query results, click the second condition and then, in the toolbar, click the AND icon AND icon. The condition changes from "or" to "and."