| % |
% 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. |
