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.
All Operators
| Operator | What It Means | Example |
|---|---|---|
| Equals | The field value is exactly the same as 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 list). | Tags includes “VIP” |
| Excludes | The field does not contain the specific item you select. | Category excludes “Archived” |
| Exists | The field has a value (it is not blank/empty). | Deal Amount exists |
| Does Not Exist | The field is blank or empty. | Fax does not exist |
| Before | The date falls before the date you specify. | Close Date before 12/31/2025 |
| After | The date falls after the date you specify. | Created Date after 01/01/2025 |
| Between | The value falls within a range you specify (start and end). | Deal Value between $1,000 and $10,000 |
| Period | The date falls within a named time period. | Close Date period “This Quarter” |
| Relative | The date falls within a relative range based on today. | Created Date relative “3–6 months ago” |
| More Than | The date is more than a certain amount of time in the past. | Last Activity more than “30 days ago” |
| Within | The date falls within the next X days from today. | Due Date within “7 days” |
| Anniversary | The date matches the same month and day, regardless of year. | Birthday anniversary “This Month” |
| Less or Equal | The value is less than or equal to the number you specify. | Discount less or equal to 50 |
| Greater or Equal | The value is greater than or equal to the number you specify. | Revenue greater or equal to $5,000 |
| All Text | Searches the full transcription (both agent and customer). | 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” |
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 Equals when you need an exact match (for example, matching 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: Use Not Equals combined with Exists to find records that have a value but it’s not a specific option. For example, Status not equals “Closed” AND Status exists will show everything that isn’t closed but has a status set.
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 interacted with is empty (does not exist), which is different from being set to “No.” Use Does Not Exist to find records where the checkbox was never touched.
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: Contains, Does Not Contain, and Starts With are not available for Entity Reference and Record Reference subtypes. Includes is the most common operator for lookup fields. It checks whether the selected record is among the linked records. Use Excludes to find records that are NOT linked to a specific item.
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 will match if the checklist contains the option anywhere in its list — it doesn’t need to be the only selected item. Excludes will only match records where that specific option is NOT in the checklist.
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 |
| After | Yes | A specific date | Created Date after 01/01/2025 |
| Between | Yes | Start and end dates | 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 | Last Activity relative “3–6 months ago” |
| More Than | Yes | A number and unit of time | Last Contact more than “30 days ago” |
| Within | Yes | A number and unit of time | 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 quick, dynamic date ranges that always update relative to today. Use Before/After/Between when you need specific, fixed dates.
Note: Before & After operators for Date fields always include the specified date: “End Date before/after 12/31/2025” also shows records with End Date equal to 12/31/2025. This does not happens with Launch Conditions for Automations where the specified date is excluded.
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 |
| After | Yes | A specific date/time | Created after 04/01/2025 9:00 AM |
| Between | Yes | Start and end date/time | 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 of time | Last Login more than “7 days ago” |
| Within | Yes | A number and unit of time | 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 operators for Date fields always include the specified date: “End Date before/after 12/31/2025” also shows records with End Date equal to 12/31/2025. This does not happens with Launch Conditions for Automations where the specified date is excluded.
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.” You can also use Greater or Equal and Less or Equal 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. All Text searches both sides of the conversation.
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, use a different approach (such as filtering on a related field).
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 have Exists or Does Not Exist operators. If you need to check for empty email fields, consider using 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 ³ | Yes | Yes | Yes | Yes | Yes | — | — | Yes | Yes | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Choice List | Yes | Yes | — | — | — | — | — | Yes | Yes | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Yes/No | Yes | Yes | — | — | — | — | — | Yes | Yes | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Reference/Lookup ⁴ | — | — | 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 ⁶ | Yes | — | — | — | — | — | — | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes ⁷ | — | — | — | — | — |
| 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 are not available for Entity Reference and Record Reference subtypes.
- Date & Time includes both DateTime and DateTime (Complete) field types.
- Anniversary is available for Date and DateTime, but not for DateTime (Complete).
Tips & Best Practices
-
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 name contain “Tech?”). Includes checks if a specific item from a list is selected (e.g., does the Tags list include “VIP”?).
-
Date ranges are dynamic. When you use Period (like “This Quarter”), the range automatically updates as time passes. A “This Quarter” filter always shows the current quarter.
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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 $10,000.
-
“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.”
Where Operators Are Used
Operators work identically across all these areas of servis.ai:
| 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 you see will always match the field type you select — no matter which area of the platform you’re working in.
