% |
% 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. |