Attribute names beginning with "%", "A" or "B"

% AB

  Attribute Name Available in Entity Operators Field Type Available Values
% % Time Remaining Contract

Equal to

Greater than

Less than

Greater than or equal to

Less than or equal to
Drop-down selector 0%
10%
25%
33%
50%
67%
75%
100%
A Account Manager Device
Contract
Opportunity
Project
Sales Order
Task
Ticket

Equal to

Not equal to

In list

Not in list

Drop-down selector Active CRM users or, when editing, inactive CRM users previously associated with the workflow rule.
  Account Manager's Department Device
Contract
Opportunity
Project
Sales Order
Task
Ticket

Equal to

Not equal to

In list

Not in list

Drop-down selector All departments
  Actual Hours Task
Ticket
Equal to
Greater than
Less than
Greater than or equal to
Less than or equal to
Exceed Est. Hours
Numeric Enter a number with up to two decimal places.


When Exceed Est. Hours is selected, the rule will fire when the actual hours exceed the estimated hours.

 

Advanced Fields 1-5

Opportunity

Quote

Equal to
Greater than
Less than
Greater than or equal to
Less than or equal to

 

Opportunity only:

Changed
Changed to
Changed from

Numeric

 

  Antivirus Status (RMM) Device Equal to
Not equal to
In list
Not in list
Changed
Changed to
Changed from
Is empty
Is not empty
Drop-down selector Selections available from Datto RMM

 

Approval Status

Quote

Approved
Declined
Not Requested
Waiting Approval

Drop-down selector

Approved
Declined
Not Requested
Waiting Approval

Also available as an Update.

 

Approval Status changed

Quote

 

Boolean

False
True

  Approve & Post Labor Contract Equal to
Not equal to
Changed
Changed to
Changed from
In list
Not in list
Drop-down selector Immediately without review
Manually
On timesheet approval
  Architecture (RMM) Device Equal to
Not equal to
In list
Not in list
Changed
Changed to
Changed from
Is empty
Is not empty
Drop-down selector Selections available from Datto RMM
  Area Device Equal to
Contains
Changed
Is empty
Is not empty
Text  

 

Assigned to Co-managed

Ticket

Equal to

Changed to

Drop-down selector

True

False

  Associated with Datto Network Manager Device
Equal to
Not equal to
Drop-down selector False
True
  Associated with Datto RMM Device
Equal to
Not equal to
Drop-down selector False
True
  Available Space (GB) (Datto) Device Greater thanLess than
Greater than or equal to
Less than or equal to
Numeric Enter a number with up to two decimal places.
B

Barriers

Opportunity Barriers

Opportunity

Quote

Equal to
Contains

Opportunity only:
Changed
Changed to
Changed from

Text  
  Bill To Organization Contract Equal to
Not equal to
Changed
Changed to
Changed from
In list
Not in list
Type-ahead field with organization selector All active organizations
  Billable Hours Task
Ticket
Equal to
Greater than
Less than
Greater than or equal to
Less than or equal to
Exceed (Est Hours)
Numeric When Exceed Est. Hours is selected, the rule will fire when the billable hours exceed the estimated hours.