Advanced rules are for the cases where a basic value-to-tag mapping isn't expressive enough. Use them when your categorization depends on multiple fields, ranges, or partial matches.
When to use advanced vs. basic rules
Basic rules — one standard field value maps to one custom field tag. Best when you have a finite, enumerable list of values.
Advanced rules — the condition depends on multiple fields or a range. Examples: "if Premium is between $500 and $1,000 AND Carrier is State Farm, set Product Line to Auto." Or "if Policy Number starts with SF or matches a regex pattern, set Account Type to Signature."
If a rule needs AND/OR logic across fields, it's an advanced rule.
Create an advanced rule
Open the Advanced Rules panel from the left sidebar (the sliders icon).
Click Create Rule from Selection, or start from the Custom Fields panel and add an advanced condition.
Build the condition in the rule editor: pick fields, choose operators (equals, contains, starts with, greater than, etc.), and combine clauses with AND/OR.
Set the target custom field and the value to assign.
Save. The rule runs against your data and the target column fills in.
Combining basic and advanced rules
You can target the same custom field with both a basic rule group and an advanced rule. Priority determines which one wins when both match.
Where did this tag come from?
Click any tagged cell to open the Cell Provenance popover. Advanced-rule tags display the rule description, the matching condition, and the priority.
Tips
Start with basic rules when you can — they're simpler to audit and maintain.
Use advanced rules sparingly for the cases that truly need them. Many overlapping advanced rules can make provenance hard to reason about.
Advanced rules re-run against new data as it's ingested. You only need to create a rule once.
Related
Tag values automatically with basic rules
Create custom fields to enrich your data
Filter data with groups, AND, and OR logic