When you filter records, build views, or set up automation conditions in servis.ai, you pick a field, then an operator (the comparison rule), and finally a value. The operators available to you depend on the type of field you selected — and they work the same way everywhere across the platform, whether you’re filtering a list, configuring a dashboard widget, or building an automation condition.
This guide explains every operator available for each field type. Use the sections below to jump to a specific field type, or scroll to the Summary Table for a quick side-by-side overview.
All Operators
| Operator | What It Means | Example |
|---|---|---|
| Equals | The field value is exactly the value you provide. | Status equals “Closed” |
| Not Equals | The field value is anything except the value you provide. | Priority not equals “Low” |
| Contains | The field value includes the text you type, anywhere within it. | Company Name contains “Tech” |
| Does Not Contain | The field value does not include the text you type. | Email does not contain “spam” |
| Starts With | The field value begins with the exact text you type. | Phone starts with “+1” |
| Includes | The field contains the specific item you select (from a linked list or multi-select). | Tags include “VIP” |
| Excludes | The field does not contain the specific item you select. | Category excludes “Archived” |
| Exists | The field has any value (it is not blank or empty). | Deal Amount exists |
| Does Not Exist | The field is blank or empty — no value has been set. | Fax does not exist |
| Before | The date falls on or before the date you specify. The date you enter is included in the results — “Before 12/31/2025” returns records dated 12/31/2025 and earlier. | Close Date before 12/31/2025 |
| After | The date falls on or after the date you specify. The date you enter is included in the results — “After 01/01/2025” returns records dated 01/01/2025 and later. | Created Date after 01/01/2025 |
| Between | The value falls within a range you specify. Both the start and end values are included. | Deal Value between $1,000 and $10,000 |
| Period | The date falls within a named time period that updates automatically as time passes. “This Quarter” always means the current quarter. | Close Date period “This Quarter” |
| Relative | The date falls within a relative range measured backwards from today, such as “3–6 months ago.” | Created Date relative “3–6 months ago” |
| More Than | The date is further in the past than the time span you specify. Useful for finding stale or overdue records. | Last Activity more than 30 days ago |
| Within | The date falls within the next X days, weeks, or months from today. Useful for spotting upcoming deadlines. | Due Date within 7 days |
| Anniversary | The date matches the same month and day, regardless of year. Used for birthdays and recurring annual dates. | Birthday anniversary — matches this month |
| Less or Equal | The numeric value is less than or equal to the number you specify (≤ X). | Discount less or equal to 50 |
| Greater or Equal | The numeric value is greater than or equal to the number you specify (≥ X). | Revenue greater or equal to $5,000 |
| All Text | Searches the full transcription — both the agent’s and the customer’s sides of the conversation. | Call Recording all text contains “refund” |
| Agent Text | Searches only the agent’s portion of a transcription. | Call Recording agent text contains “upgrade” |
| Customer Text | Searches only the customer’s portion of a transcription. | Call Recording customer text contains “cancel” |
Note — Before & After are inclusive: These operators include the date you enter — they work as “on or before” and “on or after.” This is different from how the words are often used in everyday language. See the Date Fields section below for full details and the automation exception.
Operators by Field Type
Text Fields
Applies to: Text, Email, Phone, Address/Location, Link/URL, ID
These are fields that store free-form text, email addresses, phone numbers, URLs, or addresses.
| Operator | Available? | What You Enter | Example |
|---|---|---|---|
| Equals | Yes | Exact text value | Email equals “john@company.com” |
| Not Equals | Yes | Exact text value | Status not equals “Inactive” |
| Contains | Yes | Any fragment of text | Company Name contains “Tech” |
| Does Not Contain | Yes | Any fragment of text | Notes does not contain “test” |
| Starts With | Yes | The beginning of the text | Phone starts with “+44” |
| Exists | Yes | (nothing — just checks the field isn’t empty) | Email exists |
| Does Not Exist | Yes | (nothing — just checks the field is empty) | Fax does not exist |
Note: Contains is the most flexible operator for text — use it when you’re not sure of the exact value. Use Equals when you need a precise match, such as a specific email address or ID.
Choice List
Applies to: Single-select dropdown fields.
These fields let users pick one option from a predefined list.
| Operator | Available? | What You Enter | Example |
|---|---|---|---|
| Equals | Yes | One option from the list | Status equals “Open” |
| Not Equals | Yes | One option from the list | Priority not equals “Low” |
| Exists | Yes | (nothing) | Category exists |
| Does Not Exist | Yes | (nothing) | Category does not exist |
Note: Combine Not Equals with Exists to find records that have a value set, but not a specific one. For example: Status not equals “Closed” AND Status exists — this shows every record that has a status, as long as it isn’t Closed.
Checkbox
Applies to: Checkbox or toggle fields (boolean)
These fields store a simple Yes/No or True/False value.
| Operator | Available? | What You Enter | Example |
|---|---|---|---|
| Equals | Yes | Yes (True) or No (False) | “Subscribed” equals Yes |
| Not Equals | Yes | Yes (True) or No (False) | “VIP Customer” not equals No |
| Exists | Yes | (nothing) | “Accepted Terms” exists |
| Does Not Exist | Yes | (nothing) | “Accepted Terms” does not exist |
Note: A checkbox that has never been touched is empty (Does Not Exist) — this is different from being explicitly set to “No.” Use Does Not Exist to find records where the checkbox was never interacted with at all.
Reference Fields
Applies to: Lookup, Connection, Related Record, Autocomplete, Catalog, Logo/Account, and Multi-Reference fields
These fields link one record to another (e.g., linking a Deal to a Contact or an Account).
| Operator | Available? | What You Enter | Example |
|---|---|---|---|
| Includes | Yes | One or more records from the linked App | Assigned To includes “Jane Smith” |
| Excludes | Yes | One or more records from the linked App | Account excludes “Acme Corp” |
| Contains | Yes* | Text fragment of the record’s name | Company contains “Tech” |
| Does Not Contain | Yes* | Text fragment of the record’s name | Contact does not contain “Test” |
| Starts With | Yes* | The beginning of the record’s name | Company starts with “A” |
| Exists | Yes | (nothing) | Account exists |
| Does Not Exist | Yes | (nothing) | Account does not exist |
Note: Includes is the most common operator for reference fields — it checks whether a specific record is linked, even if other records are linked too. Use Excludes to find records that are not linked to a particular item.
Note: Contains, Does Not Contain, and Starts With (marked *) are not available for Entity Reference and Record Reference subtypes.
Checklist (Multi-Select)
Applies to: Multi-select checklist fields where users can pick multiple options
| Operator | Available? | What You Enter | Example |
|---|---|---|---|
| Includes | Yes | One or more options from the list | Interests includes “Marketing” |
| Excludes | Yes | One or more options from the list | Tags excludes “Archived” |
| Exists | Yes | (nothing) | Tags exists |
| Does Not Exist | Yes | (nothing) | Tags does not exist |
Note: Includes matches if the selected option appears anywhere in the checklist — the record can have other options selected too. Excludes only matches records where that specific option is not present at all.
Date Fields
Applies to: Date fields (calendar date without time)
| Operator | Available? | What You Enter | Example |
|---|---|---|---|
| Equals | Yes | A specific date | Start Date equals 04/15/2025 |
| Before | Yes | A specific date | End Date before 12/31/2025 (includes 12/31) |
| After | Yes | A specific date | Created Date after 01/01/2025 (includes 01/01) |
| Between | Yes | Start and end dates (both inclusive) | Close Date between 01/01/2025 and 06/30/2025 |
| Period | Yes | A named period (see list below) | Close Date period “This Quarter” |
| Relative | Yes | A relative time range (e.g., 1–3 months ago) | Last Activity relative “3–6 months ago” |
| More Than | Yes | A number and unit (days / weeks / months) | Last Contact more than 30 days ago |
| Within | Yes | A number and unit (days / weeks / months) | Due Date within 7 days |
| Anniversary | Yes | A month/day match | Birthday anniversary — matches this month |
| Exists | Yes | (nothing) | Close Date exists |
| Does Not Exist | Yes | (nothing) | Close Date does not exist |
Available Periods: Today, Yesterday, Tomorrow, This Week, Last Week, Next Week, This Month, Last Month, Next Month, Last 30 Days, Last 3 Months, This Quarter, Last Quarter, Next Quarter, This Quarter + Next Quarter, Since Last Quarter, This Year, Last Year, Next Year
Note: Use Period for dynamic date ranges that always update relative to today. Use Before, After, or Between when you need a fixed date.
Note — Before & After include the date you enter: “End Date before 12/31/2025” returns records dated 12/31/2025 as well as earlier dates. “Created Date after 01/01/2025” returns records dated 01/01/2025 as well as later dates. If you need to exclude the boundary date, set your filter to the day before or after your target instead.
Note — Automation Launch Conditions work differently: In Automation Launch Conditions, Before and After are exclusive — the date you specify is not included. A condition of “Close Date before 12/31/2025” in an automation will not fire for records dated exactly 12/31/2025. This is the only area of the platform where Before and After behave this way.
Date & Time Fields
Applies to: Date & Time fields, Date & Time (Complete) fields
These fields store both a date and a specific time of day.
| Operator | Available? | What You Enter | Example |
|---|---|---|---|
| Equals | Yes | A specific date/time | Meeting equals 04/15/2025 2:00 PM |
| Before | Yes | A specific date/time | Deadline before 04/30/2025 5:00 PM (includes that date) |
| After | Yes | A specific date/time | Created after 04/01/2025 9:00 AM (includes that date) |
| Between | Yes | Start and end date/time (both inclusive) | Event between 04/01/2025 and 04/30/2025 |
| Period | Yes | A named period | Created period “This Week” |
| Relative | Yes | A relative time range | Last Activity relative “1–2 weeks ago” |
| More Than | Yes | A number and unit (days / weeks / months) | Last Login more than 7 days ago |
| Within | Yes | A number and unit (days / weeks / months) | Follow Up within 3 days |
| Anniversary | Yes* | A month/day match | Anniversary Date anniversary — matches this month |
| Exists | Yes | (nothing) | Meeting Date exists |
| Does Not Exist | Yes | (nothing) | Meeting Date does not exist |
Note: Anniversary (*) is only available for Date and Date & Time fields, not for Date & Time (Complete).
Note — Before & After include the date you enter: “Deadline before 04/30/2025” returns records dated 04/30/2025 as well as earlier dates. See the Date Fields section above for full details and the Automation Launch Conditions exception.
Currency Fields
Applies to: Currency / Money fields (Formatted Number)
| Operator | Available? | What You Enter | Example |
|---|---|---|---|
| Between | Yes | Min and/or max values | Deal Amount between $1,000 and $10,000 |
| Less or Equal | Yes | A number | Discount less or equal to $500 |
| Greater or Equal | Yes | A number | Revenue greater or equal to $5,000 |
| Exists | Yes | (nothing) | Deal Amount exists |
| Does Not Exist | Yes | (nothing) | Deal Amount does not exist |
Note: You don’t have to fill in both ends of a Between range. Leave the minimum blank to find “up to X,” or leave the maximum blank to find “at least X.” Greater or Equal and Less or Equal work the same way as single-bound comparisons.
Percentage Fields
Applies to: Percentage fields
| Operator | Available? | What You Enter | Example |
|---|---|---|---|
| Between | Yes | Min and/or max percentages | Discount between 10% and 25% |
| Less or Equal | Yes | A percentage | Tax Rate less or equal to 20% |
| Greater or Equal | Yes | A percentage | Completion greater or equal to 80% |
| Exists | Yes | (nothing) | Margin exists |
| Does Not Exist | Yes | (nothing) | Margin does not exist |
Number Fields
Applies to: Number fields (plain numeric)
| Operator | Available? | What You Enter | Example |
|---|---|---|---|
| Equals | Yes | A specific number | Quantity equals 5 |
| Not Equals | Yes | A specific number | Quantity not equals 0 |
| Between | Yes | Min and/or max numbers | Score between 50 and 100 |
| Less or Equal | Yes | A number | Age less or equal to 65 |
| Greater or Equal | Yes | A number | Rating greater or equal to 4 |
| Exists | Yes | (nothing) | Quantity exists |
| Does Not Exist | Yes | (nothing) | Quantity does not exist |
Note: Number fields have more operators than Currency or Percentage fields because plain numbers support exact matching (Equals / Not Equals) in addition to range comparisons.
Duration Fields
Applies to: Duration fields (time spans like hours, minutes, days)
| Operator | Available? | What You Enter | Example |
|---|---|---|---|
| Equals | Yes | A specific duration | Time Spent equals 2 hours |
| Not Equals | Yes | A specific duration | Time Spent not equals 0 minutes |
| Between | Yes | Min and/or max durations | Time Logged between 1 hour and 8 hours |
| Less or Equal | Yes | A duration | Break Time less or equal to 30 minutes |
| Greater or Equal | Yes | A duration | Session greater or equal to 15 minutes |
| Exists | Yes | (nothing) | Time Spent exists |
| Does Not Exist | Yes | (nothing) | Time Spent does not exist |
Transcription Fields
Applies to: Voice call transcription fields
These special fields store transcriptions of phone calls or voice interactions.
| Operator | Available? | What You Enter | Example |
|---|---|---|---|
| All Text | Yes | Text to search for | Call all text contains “pricing” |
| Agent Text | Yes | Text to search for | Call agent text contains “upgrade” |
| Customer Text | Yes | Text to search for | Call customer text contains “cancel” |
| Exists | Yes | (nothing) | Recording exists |
| Does Not Exist | Yes | (nothing) | Recording does not exist |
Note: Agent Text only searches what your team member said. Customer Text only searches what the customer said. Use All Text when you want to search both sides of the conversation at once.
Next Steps Fields
Applies to: Next Steps fields (task action items)
| Operator | Available? | What You Enter | Example |
|---|---|---|---|
| Includes | Yes | A specific next step status or type | Next Step includes “Call Back” |
Note: Next Steps fields only support the Includes operator. To check whether a record has any next step at all, filter on a related field instead.
Bot Job Info Fields
Applies to: AI/Bot job information fields
| Operator | Available? | What You Enter | Example |
|---|---|---|---|
| Includes | Yes | A specific bot job status or type | Job Status includes “Completed” |
| Excludes | Yes | A specific bot job status or type | Job Status excludes “Failed” |
| Exists | Yes | (nothing) | Bot Job exists |
| Does Not Exist | Yes | (nothing) | Bot Job does not exist |
Email Fields
Applies to: Email address fields with autocomplete/suggestion functionality
| Operator | Available? | What You Enter | Example |
|---|---|---|---|
| Includes | Yes | A specific email record | Email includes “john@company.com” |
| Excludes | Yes | A specific email record | Email excludes “test@demo.com” |
| Contains | Yes | Any text fragment | Email contains “@company.com” |
| Does Not Contain | Yes | Any text fragment | Email does not contain “spam” |
| Starts With | Yes | The beginning of the text | Email starts with “admin” |
Note: Email Autocomplete fields do not support Exists or Does Not Exist. If you need to check for empty email fields, use a standard Text email field instead.
Summary Table
| Field Type | Equals | Not Equals | Contains | Does Not Contain | Starts With | Includes | Excludes | Exists | Does Not Exist | Before | After | Between | Period | Relative | More Than | Within | Anniversary | Less or Equal | Greater or Equal | All Text | Agent Text | Customer Text |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Text ¹ | Yes | Yes | Yes | Yes | Yes | — | — | Yes | Yes | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Choice List | Yes | Yes | — | — | — | — | — | Yes | Yes | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Yes/No | Yes | Yes | — | — | — | — | — | Yes | Yes | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Reference/Lookup ² | — | — | Yes* | Yes* | Yes* | Yes | Yes | Yes | Yes | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Checklist | — | — | — | — | — | Yes | Yes | Yes | Yes | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Date | Yes | — | — | — | — | — | — | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | — | — | — | — | — |
| Date & Time ³ | Yes | — | — | — | — | — | — | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes ⁴ | — | — | — | — | — |
| Currency | — | — | — | — | — | — | — | Yes | Yes | — | — | Yes | — | — | — | — | — | Yes | Yes | — | — | — |
| Percentage | — | — | — | — | — | — | — | Yes | Yes | — | — | Yes | — | — | — | — | — | Yes | Yes | — | — | — |
| Number | Yes | Yes | — | — | — | — | — | Yes | Yes | — | — | Yes | — | — | — | — | — | Yes | Yes | — | — | — |
| Duration | Yes | Yes | — | — | — | — | — | Yes | Yes | — | — | Yes | — | — | — | — | — | Yes | Yes | — | — | — |
| Transcription | — | — | — | — | — | — | — | Yes | Yes | — | — | — | — | — | — | — | — | — | — | Yes | Yes | Yes |
| Next Steps | — | — | — | — | — | Yes | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bot Job Info | — | — | — | — | — | Yes | Yes | Yes | Yes | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Email (Auto.) | — | — | Yes | Yes | Yes | Yes | Yes | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
- Text includes: Text, Email, Phone, Address/Location, Link/URL, and ID field types.
- Reference includes: Lookup, Connection, Autocomplete, Catalog, Logo/Account, Multi-Reference, and Immutable Reference fields. Contains, Does Not Contain, and Starts With (marked *) are not available for Entity Reference and Record Reference subtypes.
- Date & Time includes both Date & Time and Date & Time (Complete) field types.
- Anniversary is available for Date and Date & Time fields, but not for Date & Time (Complete).
Tips & Best Practices
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Start with the field, then pick the operator. The operator dropdown automatically adjusts to show only the operators that make sense for the field you selected.
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Use “Exists” / “Does Not Exist” to find empty fields. Almost every field type supports these two operators. They’re perfect for finding records that are missing data.
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“Contains” vs “Includes”: Contains searches within text (e.g., does the company name contain “Tech”?). Includes checks whether a specific item from a list is selected (e.g., does the Tags list include “VIP”?). They look similar but work very differently.
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Date ranges are dynamic. When you use Period (like “This Quarter”), the range updates automatically as time passes. A “This Quarter” filter always shows the current quarter — you never need to update it.
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Combine filters for precision. Use multiple filter rows with AND/OR logic to narrow down results. For example: Status equals “Open” AND Deal Amount greater or equal to $10,000.
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“Between” with one blank side. For Currency, Percentage, Number, and Duration fields, you can leave one side of “Between” empty. Leave the minimum blank to mean “up to X,” or leave the maximum blank to mean “at least X.”
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Before & After include the boundary date. If you want records strictly before or after a date without including it, enter the day before or after your target. For example, to exclude 01/01/2025 from an After filter, use 01/02/2025 instead.
Where Operators Are Used
Operators are available across all these areas of servis.ai, and for most operators they work identically in each area:
| Area | Where to Find It |
|---|---|
| List Filters | On any App’s record list — click the filter icon to add conditions |
| Saved Views | When creating or editing a View in any App |
| Automation Conditions | When building automation triggers and conditions |
| Dashboard Widgets | When configuring data filters on dashboard widgets |
| Related Lists | When setting up filter conditions on related record lists |
| Query Builder | In advanced reporting and data export configurations |
The operators available will always match the field type you select, no matter which area of the platform you’re working in. One exception: the Before and After operators behave differently in Automation Launch Conditions — they exclude the specified date rather than including it. See the Date Fields section for details.
