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How to set up Multiple Action 'Rules'
How to set up Multiple Action 'Rules'
Using "And" and "Or" on action rules to achieve the desired outcome
David Pitassi avatar
Written by David Pitassi
Updated over a week ago

In Spectora Advanced, you can set up multiple rules for each Action, and decide whether ALL or ANY of the rules must apply.

Example 1 - "And" Rules

With more than 1 rule on an Action, having "To trigger this Action ALL of the following must apply" means every rule must be true for the Action to fire.

For Example, if your 2 rules are:

- Does not have, Service Addon, Standard Inspection > Sewer Scope

- Does not have, Service Addon, Standard Inspection > Septic Inspection

..then this Action will fire only if neither of those add-on services were selected by the client. If one of the add-on services were selected, this action will not fire.

Example 2 - "Or" Rules

With more than 1 rule on an Action, having "To trigger this Action ANY of the following must apply" means only one rule must be true for the Action to fire.

For this example, I have 2 Sewer Scope options. One as a stand alone service to be offered, on as an add-on service to a home inspection. Say I outsource my sewer scopes to a 3rd party, the "OR" option works perfectly for this scenario so whether a client chooses my Stand Alone Sewer Scope or Standard Inspection with Sewer Scope add-on, my email will get to where it needs to be!

- Has, Services, Stand Alone Sewer Scope

- Has, Service Addon, Standard Inspection > Sewer Scope

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