Available rules and conditions for People lists

Permissions

Choose event permissions, room permissions, resource permissions, people permissions, or any access. Then choose Viewer, Creator, or Administrator.

Approvers

Choose all or members of, then choose a group.

Pending approvals

Choose has pending approvals.

Event owners

Choose by event, then choose an event.

Permissions

Choose at least, at most, or is. Then choose Viewer or Editor.

Attendance

Choose attended, first attended, last attended, or checked anyone in. Then choose an event, location, and time period. You can select Guests, Regulars, and Volunteers. Not every choice appears for every type of attendance.

Barcode / Mobile Pass

Choose exists or has been created.

Ignore age and grade filters

Select or clear the checkbox.

Trusted/not-authorized people

Choose include. Then select Trusted people or Not-authorized people.

Permissions

Choose at least, at most, or is. Then choose Reviewer, Counter, Bookkeeper, or Administrator.

Donors: gave a donation

Then choose an amount (any amount, less than, or greater than) and when (ever, on, on or before, on or after, between, today, yesterday, or since). You can select include joint donors.

Donors: first donated

Then choose an amount (any amount, less than, or greater than) and when (ever, on, on or before, on or after, between, today, yesterday, or since). You can select include joint donors.

Donors: donated to fund

Choose a fund. Then choose an amount (any amount, less than, or greater than) and when (ever, on, on or before, on or after, between, today, yesterday, or since). You can select include joint donors.

Donors: donated with label

Choose a label. Then choose an amount (any amount, less than, or greater than) and when (ever, on, on or before, on or after, between, today, yesterday, or since). You can select include joint donors.

Donors: donated from payment source

Choose a payment source. Then choose an amount (any amount, less than, or greater than) and when (ever, on, on or before, on or after, between, today, yesterday, or since). You can select include joint donors.

Donors: donated with stamp

Choose recurring, sms, mobile app, express, adjusted, refunded, fee covered, memo added, nondeductible, batch, stripe, api, ach, cash, check, card, uncommitted, awaiting verification, awaiting transit, in transit, in dispute, failed, succeeded, or paid out. Then choose an amount (any amount, less than, or greater than) and when (ever, on, on or before, on or after, between, today, yesterday, or since). You can select include joint donors.

Donors: have payment method

Choose ACH (verified), ACH (unverified), or card. You can select include joint donors.

Donors: have recurring gift

Choose active, on hold indefinitely, on hold temporarily, or missing payment method. You can select include joint donors.

Donors: are joint donors

Choose yes or no.

Pledgers: pledged to pledge campaign

Choose a pledge campaign. Then choose any progress level, % progress level above, % progress level below, $ progress level above, or $ progress level below.

Permissions

Choose at least, at most, or is. Then choose Group leader, Group type manager, or Administrator.

Member

Choose of a group, of at least, of at most, or of exactly. Then select leader or regular member.

Attended

Choose at least or the last, a number, and events or % of events. Then choose a time period and the person's role at the event (leader, regular member, visitor, or applicant).

Missed

Choose at least or the last, a number, and events or % of events. Then choose a time period and the person's role at the event (leader or regular member).

Joined

Choose a time period.

Applied to join

Choose a time period. Then select a status: Unresponded, Added, or Not Added.

Given name

Choose starts with, ends with, contains, is, or exists.

First name

Choose starts with, ends with, contains, or is.

Middle name

Choose starts with, ends with, contains, is, or exists.

Last name

Choose starts with, ends with, contains, or is.

Nickname

Choose starts with, ends with, contains, is, or exists.

Prefix

Choose is, then choose a prefix.

Suffix

Choose is, then choose a suffix.

Email address

Choose Any Type, Home, Work, or Other. Then choose starts with, ends with, contains, is, or exists.

Email delivery status

Choose blocked by email provider, marked as spam in Planning Center, subscribed to, or unsubscribed from.

Phone number

Choose Any Type, Home, Work, or Other. Then choose starts with, ends with, contains, is, or exists.

Address

Choose Any Type, Home, Work, or Other. Then choose exists.

Street address

Choose exists, is, or contains.

City

Choose is, then enter a city.

State

Choose is, then enter a state.

Zip code

Choose is, then enter a zip code.

Country

Choose is, then choose a country.

Photo

Choose exists.

Membership type

Choose is, was, or became. Then choose a membership type.

Campus

Choose is or is set. Then choose a campus.

Age

Choose between, at least, at most, or is. Then enter an age.

Birthdate (with year)

Choose is set, on, on or before, on or after, between, today, yesterday, or since.

Birthday (any year)

Choose month is, on, today, yesterday, since (without year), or in the next (without year).

Gender

Choose is. Then choose Male, Female, or Not set.

Adult/Child

Choose is. Then choose Adult or Child.

Marital status

Choose is. Then choose Single, Married, Widowed, Divorced, or Not set.

Years Married

Choose between, at least, at most, or is. Then enter a number of years.

Anniversary (with year)

Choose is set, on, on or before, on or after, between, today, yesterday, or since.

Anniversary (any year)

Choose month (any year) is, today, since (without year), or in the next (without year).

School name

Choose is, is set, or is not set. Then choose a school.

School type

Choose is. Then choose Elementary, Middle School, High School, College, or Other.

Grade

Choose is, between, or is set. Then choose a grade.

Graduation year

Choose is, before, after, between, or is set. Then enter a year.

Medical notes

Choose exist.

Facebook

Choose exists.

Twitter

Choose exists.

LinkedIn

Choose exists.

Instagram

Choose exists.

Inactive reason

Choose is. Then choose a reason.

Inactive date

Choose is set, on, on or before, on or after, between, today, yesterday, or since.

Created

Choose is set, on, on or before, on or after, between, today, yesterday, or since.

Last updated

Choose is set, on, on or before, on or after, between, today, yesterday, or since.

Households

Choose is a member, is not a member, is primary contact, is parent/guardian of active children, is sole parent/guardian of active children, belongs to households with children, belongs to households without children, or belongs to multiple households.

Notes

Choose Note added. Then choose a note category and time period.

Background checks

Choose awaiting applicant, expired invitation, report processing, needs review, canceled, is clear, is not clear, has been clear since, has been not clear since, is expired, or will expire.

In a list

Choose named, then choose a list.

Forms

Choose Filled out form. Then choose a form and time period.

Directory

Choose can access, is listed, or declined invitation.

Permissions

Choose at least, at most, or is. Then choose No access, Workflows only, Viewer, Editor, or Manager.

Planning Center’s mobile apps usage

Choose named, then choose Any mobile app, Church Center, Headcounts, Music Stand, People Mobile, Planning Center App, or Services Mobile. Then choose 90 days, 60 days, 30 days, 7 days, or 1 day for used in the last.

Third-party integration usage

Choose named, then choose an integration. Then choose 90 days, 60 days, 30 days, 7 days, or 1 day for used in the last.

Planning Center login & security

Choose can login to, then choose Accounts, Calendar, Check-Ins, Giving, Groups, People, Publishing, Registrations, or Services. Or choose two-step verification, then choose active or inactive.

Custom tabs

Each custom tab in your account is a condition. Choose a tab, then a field from that tab, then a value.

Workflows

Choose Any Workflow or a specific workflow. Then choose has been added, has been completed, is in process, or never added, and a time period (any time, on, on or before, on or after, between, today, yesterday, or since).

Permissions

Choose is. Then choose Administrator or No access.

Permissions

Choose at least, at most, or is. Then choose Attendee, Contributor, or Administrator.

Attendance

Choose any event, any event in the category, any event in the campus, a specific event, any event that starts between, or any event since.

Named attendee for events

Choose any event, any event in the category, any event in the campus, or a specific event, or a registration time (any registration between, any registration today, any registration yesterday, or any registration since). Then choose all attendees or with an assignment. You can select include active attendees and include canceled attendees.

Registration contact for events

Choose any event, any event in the category, any event in the campus, or a specific event, or a registration time (any registration between, any registration today, any registration yesterday, or any registration since). Then choose all registrations or with an assignment. You can select include active attendees, include canceled attendees, and include waitlisted attendees.

Permissions

Choose at least, at most, or is. Then choose Scheduled Viewer, Viewer, Scheduler, Editor, or Administrator.

Tag

Choose is or in group. Then choose a tag.

Last Scheduled Plan

Choose on, on or before, on or after, between, since, since (including future), or in the next. Then choose a date.

Last Logged In

Choose on, on or before, on or after, between, or since. Then choose a date.

Team Assignment

Choose is. Then choose a service type, team, and position.

Attended

Choose in. Then choose a service type, team, and position. Then choose ever, between, today, yesterday, since, or in the next.

Scheduled

Choose to. Then choose a service type, team, and position. Then choose ever, between, today, yesterday, since, since (including future), or in the next. You can select Unconfirmed, Confirmed, or Declined.

Team Leader

Choose in. Then choose a service type and team.