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
or None - value 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

Updates Only:
Account Manager with Default Service Desk Role. This selection will assign the organization manager as the primary resource, using their default service desk role. If the account manager does not have a default service desk role, the workflow rule will not update the Primary Resource/Role.
Initiating Resource/Role. This selection will assign the resource who initiated the firing of the workflow rule as the primary resource on the ticket with their default service desk role. If the initiating resource was already assigned as a secondary resource to the ticket when the workflow rule fired, they will be moved to the primary resource field with the role that had been assigned to them as a secondary resource.
Queue Owner/Role. Assigns the resource with their default service desk role. If there is no default service desk role, the resource is assigned with the alphabetic earliest role in their list of assigned roles.
Primary Co-managing User/Role. Assigns the primary co-managing user for the organization in their default role.

Is empty, Is not empty operators
Is empty selection allows a rule to fire when a ticket has no Primary Resource/Role combination assigned or when the assigned resource/role has been deactivated. Is not empty allows a rule to fire when any resource/role is assigned.
  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
Greater than
Less than
Greater than or equal to
Less than or equal to

Opportunity only:
Changed
Changed to
Changed from

 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:
Changed
Changed to
Changed from

 Text  

 

Publish To

Project

Task

Ticket

Equal to
Not 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