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Difficulty: HardReport Filtering, Filter Logic, and Bucketing

A System Administrator is configuring a standard Asset report in Salesforce for a hospital network's biomedical engineering team. The report must evaluate medical devices for scheduled maintenance based on the following criteria:

1. Filter 1: Asset Status equals "In Use, Under Maintenance"
2. Filter 2: Warranty Expiration Date equals NEXT 30 DAYS
3. Filter 3: Last Maintenance Date less than LAST 180 DAYS

Business requirements dictate that all returned assets must have a status of either 'In Use' or 'Under Maintenance'. Additionally, an asset must meet at least one of the two time-based criteria (warranty expiring in 30 days OR last maintenance over 180 days ago). Finally, any assets that already have an open Work Order must be excluded from the report results.

The Administrator has added a Cross Filter for "Assets without Work Orders" to handle the open work order exclusion.

Which filter logic expression must the Administrator apply to criteria 1, 2, and 3 to satisfy the business requirements?

  1. 1 AND (2 OR 3)Answer
  2. B
    (1 AND 2) OR 3
  3. C
    1 OR (2 AND 3)
  4. D
    (1 OR 2) AND 3

Answer

The correct filter logic expression is 1 AND (2 OR 3).
The filter logic expression 1 AND (2 OR 3) correctly enforces that Filter 1 must always be true for every record, while requiring that at least one of Filter 2 or Filter 3 evaluates to true. Cross Filters operate independently of field filter logic to exclude Assets with Work Orders.

Step-by-Step Solution

1
Analyze the mandatory requirement for Asset Status.
Filter 1 must evaluate to TRUE for all returned records.
The requirement states all assets in the report must have a status of 'In Use' or 'Under Maintenance'.
2
Analyze the relationship between the time-based criteria.
Filter 2 and Filter 3 must be grouped with an OR operator: (2 OR 3).
The requirement states that an asset must meet at least one of the two date conditions.
3
Combine mandatory criteria with the grouped optional conditions.
The combined boolean statement across field filters is 1 AND (2 OR 3).
Parentheses ensure that Filter 1 is AND-ed with the combined result of Filter 2 OR Filter 3.

Key Concept

Report Filter Logic and Parentheses Grouping
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Topics

Report Filtering, Filter Logic, and Bucketing

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