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Do the “Filters” setting in Retrieve assume ‘And’ or ‘Or’?

For example, I have added 2 different template names in the Filter and run the script but the results are empty.  I can run each template name separately and get results.  If the setting assumed ‘Or’, I guess it would be better to add an Envelope custom field to each template and make it the same for both/all templates for which I want to retrieve data?

 

Thank you.

Susan

It’s  “AND”.  Your filter list is a specific combination that Retrieve is looking for.  All of the filter members have to be there to get pulled.


Hello ​@srlee,

I trust all is well. I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible. Thank you!

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue


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