Attribute names beginning with "P"
Attribute Name | Available in Entity | Operators | Field Type | Available Values | |
---|---|---|---|---|---|
P | Parent Organization |
Opportunity Project Sales Order Task Ticket |
Equal to Not equal to In list Not in list |
Drop-down selector | All organizations. This condition would be satisfied anytime the entity’s organization is a sub-organization of the selected parent organization. |
Parent Organization (including self) | Opportunity Project Sales Order Task Ticket |
Equal to Not equal to In list Not in list |
Drop-down selector | All organizations. Select this option to include the selected parent organizations along with the sub-organizations. | |
Percentage Used (Datto) | Device | Equal to Greater than Less than In list Not in list |
Drop-down selector | Operating system versions available for selection from Datto. | |
Phase Name | Task | Equal to Contains |
Text | ||
Previous Service Thermometer Rating | Ticket | Equal to Not equal to In list Not in list Is empty Is not empty |
Drop-down selector | Happy Neutral Unhappy |
|
Primary Competitor Opportunity Primary Competitor |
Opportunity Quote |
Equal to Not equal to In list Not in list Is empty Is not empty |
Drop-down selector | All Competitors, sorted alphabetically. | |
Primary Product Opportunity Primary Product |
Opportunity Quote |
Equal to Not equal to In list Not in list |
Product selector | ||
Primary Resource | Task Ticket |
Equal to Not equal to Changed Changed to Changed from In list Not in list Is empty Is not empty |
Drop-down selector | Active Resources and, for edit, any inactive resources that were previously associated with the workflow rule Updates Only: Project Lead and Account Manager dynamic recipients. These selections will assign the project lead or account manager as the primary resource, using their default service desk role. If the resource assigned as account manager or project lead does not have a default service desk role, the workflow rule will not update the Primary Resource. |
|
Primary Resource | Ticket | Equal to Not equal to Changed Changed to Changed from In list Not in list Is empty Is not empty |
Drop-down selector | Active Resources and, for edit, any inactive resources that were previously associated with the workflow rule or None - for use with Changed from or Changed to operators only None allows a rule to fire when the Primary Resource changes from no resource assigned, or changes to no resource assigned Is empty, Is not empty operators: Is empty selection allows a rule to fire when a ticket has no Primary Resource assigned or when the assigned resource has been deactivated. Is not empty allows a rule to fire when any resource is assigned. |
|
Primary Resource/Role | Ticket | Equal to Not equal to Changed Changed to Changed from In list Not in list Is empty Is not empty |
Drop-down selector |
Resources and their available roles in square brackets [] to the right of their names |
|
Primary Resource's Department | Task Ticket |
Equal to Not equal to In list Not in list |
Drop-down selector | All departments | |
Priority | Task Ticket |
Equal to Not equal to Changed Changed to Changed from In list Not in list |
Drop-down selector | Active Priorities |
|
Priority Order | Task | Equal to Greater than Less than Greater than or equal to Less than or equal to Changed Changed to Changed from |
Numeric | ||
Probability Opportunity Probability |
Opportunity Quote |
Equal to Opportunity only:
|
Numeric | ||
Processor (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 | Processors available for selection from Datto RMM. | |
Product Material Code | Device | Equal to Not equal to In list Not in list |
Drop-down selector | All active material codes, sorted alphabetically. | |
Product Category | Device Ticket |
Equal to Not equal to In list Not in list Is empty Is not empty |
Drop-down selector | All product categories created in Adding product categories | |
Product External Product ID | Device | Equal to Contains Is empty Is not empty |
Text | ||
Product Internal Product ID | Device | Equal to Contains Is empty Is not empty |
Text | ||
Product Manufacturer | Device | Equal to Contains Is empty Is not empty |
Text | ||
Product Manufacturer Product Number | Device | Equal to Contains Is empty Is not empty |
Text | ||
Product Name | Device |
Equal to Less than In list Not in list |
Product selector | ||
Product SKU | Device | Equal to Contains Is empty Is not empty |
Text | ||
Product Vendor | Device | Equal to Not equal to In list Not in list Is empty Is not empty |
Drop-down selector | All active organizations of the organization type Vendor | |
Professional Services | Opportunity | Equal to Greater than Less than Greater than or equal to Less than or equal to Changed Changed to Changed from |
Numeric | ||
Project Department | Task | Equal to Not equal to In list Not in list |
Drop-down selector | Departments | |
Project Name | Project Task |
Equal to Contains |
Text | ||
Project Number | Project Task |
Equal to Contains |
Text | ||
|
Project Start/End Date |
Project |
Changed |
|
|
Project Status | Task | Equal to Not equal to In list Not in list |
Drop-down selector | Project statuses | |
Project Type | Project Task |
Equal to Not equal to In list Not in list |
Drop-down selector | Client Project Internal Project Proposal |
|
Projected Close Date Opportunity Projected Close Date (Updates only) |
Opportunity Quote |
Equal to |
Numeric | Numeric entry field + Drop-down list of time frames | |
Promised Fulfillment Date Opportunity Promised Fulfillment Date (Updates only) |
Opportunity Quote Sales Order |
Equal to | Numeric | Numeric entry field + Drop-down list of time frames | |
Promotion Name Opportunity Promotion Name |
Opportunity Quote |
Equal to Contains Opportunity only: |
Text | ||
|
Publish To |
Project Task Ticket |
Equal to |
Drop-down selector |
All Autotask Users Internal Internal & Co-managing |
Protected Space (GB) (Datto) | Device | Greater than Less than Greater than or equal to Less than or equal to |
Numeric |