Advanced rules are for the cases where a simple "when the value is X, label it Y" list won't cut it: use them when how you label a row depends on more than one column, on a number falling in a range, or on a value that only partly matches.
Before you begin
An advanced rule fills in a value in a custom field (a column you add), so make sure that custom field already exists before you build the rule.
When to use advanced vs. basic rules
Basic rules — one value in a standard field gets one tag in a custom field. Best when you can write out the full list of values you'll see.
Advanced rules — the label depends on more than one column, or on a number falling in 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
SFor fits a text pattern, set Account Type to Signature."
If a rule has to weigh more than one column at once, with AND or OR between them, 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 how to compare them (equals, contains, starts with, greater than, and so on), and join the parts with AND/OR.
Choose the target custom field and the value to put in it.
Save. The rule runs over your data and that column fills in.
Combining basic and advanced rules
You can fill the same custom field with both a basic rule group and an advanced rule. When both apply to a row, priority decides which one wins.
Where did this tag come from?
Click any tagged cell to open the Cell Provenance popover. For an advanced-rule tag, it shows the rule's description, the condition that matched, and the priority.
Tips
Start with basic rules when you can — they're easier to check and keep up to date.
Save advanced rules for the cases that truly need them. When lots of them overlap, it gets hard to tell which rule set a given value.
Advanced rules run again on new data as it comes in. You only have to set up a rule once.
Troubleshooting
My advanced rule didn't tag a row I expected it to. A basic rule with a lower priority is winning out. Open Cell Provenance on the row, then raise the advanced rule's priority if it should take over.
My date range condition isn't matching any rows. The field holds the date as plain text, not as a real date, so a range comparison can't read it. Use a text comparison like contains, or ask Support to switch the field to a date type.
Get help
Still need a hand? Start a conversation from the Support button in the app, or email [email protected]. We reply within one business day for most tickets.
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Last reviewed: 2026-05-27