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hover:text-body-secondary-color" data-testid="breadcrumb-1">Setting Up Automations</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">Fine-Tuning Automations with "Check if" Steps</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">Fine-Tuning Automations with "Check if" Steps</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Set up a "Check if" step as an additional step in the automation building process to refine your automation rule.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> Updated over 2 months ago</span></div></div></div></div><div class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 5.93451L7.99922 8.86882L10.9335 5.93451C11.246 5.62209 11.7525 5.62209 12.0649 5.93451C12.3773 6.24693 12.3773 6.75346 12.0649 7.06588L8.5649 10.5659C8.25249 10.8783 7.74595 10.8783 7.43353 10.5659L3.93353 7.06588C3.62111 6.75346 3.62111 6.24693 3.93353 5.93451Z" fill="currentColor"></path></svg></div></div><div data-testid="toc-body" class="jsx-27f84a20f81f6ce9 hidden my-2"><section data-testid="toc-section-0" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none border-body-toc-active-border px-4"><a id="#h_8bf85cb8e1" href="#h_8bf85cb8e1" data-testid="toc-link-0" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base font-toc-active text-body-primary-color"></a></section><section data-testid="toc-section-1" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_94bb86d4a2" href="#h_94bb86d4a2" data-testid="toc-link-1" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-2" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_75ca91c3ee" href="#h_75ca91c3ee" data-testid="toc-link-2" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>After setting a "<a href="https://help.productive.io/en/articles/8822202-triggers-in-automations">When</a>" step for tasks, budgets, deals, or invoices, you can enhance your Automation rule by adding a "<b>Check if</b>" step.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Adding a "Check if" step is optional, but it allows you to add another layer of precision to your automation, ensuring it executes only under specific circumstances.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/>⚡️ Example using only <b>When</b> and <b>Then</b> <b>steps</b>: When a new task is created in a designated project, then send a message to a designated Slack channel.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>⚡️ </b>⚡️ Example of using one <b>When</b> <b>step</b>, <b>two Check if</b> <b>steps</b>, and one <b>Then</b> <b>step</b>: When a new task is created with Alex Taylor as the assignee and the task status is not Closed, then send a message to a designated Slack channel.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#feedaf80;border-color:#fbc91633"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Before we delve into the process of adding "Check if" steps, let's brush up on our automation vocabulary 📚:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>When (Trigger):</b> "When" steps initiate automations by specifying actions such as creating, updating, closing, or commenting on tasks, deals, budgets, and invoices. <br/></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Check if (Condition):</b> "Check if" steps refine automations by specifying additional criteria that must be met for the automation to proceed. They provide a way to add precision to your automation rules.<br/></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Then (Action):</b> Actions produce the desired outcomes once all conditions are met. They represent the "then" part of the when-then equation.</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Besides those, we also have:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Attributes:</b> Attributes are distinct properties linked to triggers (When steps) that provide critical data for the automation. They include details such as task <b>assignee</b>, deal <b>owner</b>, or budget <b>revenue</b>.<br/></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Comparators:</b> Comparators are tools used to compare conditions within automations. They determine whether a specific attribute meets certain criteria, such as being <b>equal to</b>, <b>greater than</b>, <b>less than</b>, or <b>not equal to</b> a specified value.</p></div></li></ul></div></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_8bf85cb8e1">Adding a "Check if" Step to an Automation</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>1) Select and apply the "<a href="https://help.productive.io/en/articles/8822202-setting-up-the-when-step-in-automations">When</a>" step.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059530306/15b542c1ee24892b2de03c70/Screenshot+2024-05-23+at+11_03_44.png?expires=1732408200&signature=e659d894b40a9f2f3682fa77489aa050236abb4e615544aa96dffb43642888eb&req=dSAiH8x9nYJfX%2FMW1HO4zbzFoEbpndiUOMCtS3zvLtTEzcjv0%2BA99c2xRMuN%0AIhcjsUl3kFgg3qc72FM%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059530306/15b542c1ee24892b2de03c70/Screenshot+2024-05-23+at+11_03_44.png?expires=1732408200&signature=e659d894b40a9f2f3682fa77489aa050236abb4e615544aa96dffb43642888eb&req=dSAiH8x9nYJfX%2FMW1HO4zbzFoEbpndiUOMCtS3zvLtTEzcjv0%2BA99c2xRMuN%0AIhcjsUl3kFgg3qc72FM%3D%0A" width="2924" height="1454"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>2) Choose the "<b>Check if</b>" option to add a condition.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059531633/3b60e8a508dc21a41ede1c42/Screenshot+2024-05-23+at+11_30_28.png?expires=1732408200&signature=7f41e69bb570643cf227e883c1bdcec164e75d9fdda8424ef5b473d2e5a4243b&req=dSAiH8x9nIdcWvMW1HO4zX17b%2FWK4NUwIOht10d41bfzHVM%2FebdDAtD8nLKy%0AswUT6i%2BEs3JJREgW%2B7A%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059531633/3b60e8a508dc21a41ede1c42/Screenshot+2024-05-23+at+11_30_28.png?expires=1732408200&signature=7f41e69bb570643cf227e883c1bdcec164e75d9fdda8424ef5b473d2e5a4243b&req=dSAiH8x9nIdcWvMW1HO4zX17b%2FWK4NUwIOht10d41bfzHVM%2FebdDAtD8nLKy%0AswUT6i%2BEs3JJREgW%2B7A%3D%0A" width="2910" height="1458"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>3) Define the condition <b>attribute</b>, such as task <b>assignee</b> or invoice <b>due date</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1059532998/c0112f9464e46d02094cdc9a/Screenshot+2024-05-23+at+11_31_47.png?expires=1732408200&signature=589cec093b5fe1f269a89fa51cbd8528b69c404695de6e74e653a731fa1755a8&req=dSAiH8x9n4hWUfMW1HO4zYPXH%2BkQ2UbST8pZ8b0BSRmlHapRlZ1nuWohsavU%0AvNDf08M6vWxzK72eUUI%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059532998/c0112f9464e46d02094cdc9a/Screenshot+2024-05-23+at+11_31_47.png?expires=1732408200&signature=589cec093b5fe1f269a89fa51cbd8528b69c404695de6e74e653a731fa1755a8&req=dSAiH8x9n4hWUfMW1HO4zYPXH%2BkQ2UbST8pZ8b0BSRmlHapRlZ1nuWohsavU%0AvNDf08M6vWxzK72eUUI%3D%0A" width="1660" height="1460" style="width:600px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>4) Select the attribute <b>comparator</b> to specify the condition criteria.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1059534701/ad61b828434c046f2ca2b0b3/Screenshot+2024-05-23+at+11_33_50.png?expires=1732408200&signature=9b9b9ed1444d47b447d56370175ea95d1f64a9e81b926edd34af8f49628b4fe4&req=dSAiH8x9mYZfWPMW1HO4zZ26jELeSESPtrXXak%2B8qg1imXCPXj2iUW84wesv%0AzuX2wzIpbzGIyXiyMhc%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059534701/ad61b828434c046f2ca2b0b3/Screenshot+2024-05-23+at+11_33_50.png?expires=1732408200&signature=9b9b9ed1444d47b447d56370175ea95d1f64a9e81b926edd34af8f49628b4fe4&req=dSAiH8x9mYZfWPMW1HO4zZ26jELeSESPtrXXak%2B8qg1imXCPXj2iUW84wesv%0AzuX2wzIpbzGIyXiyMhc%3D%0A" width="1598" height="1420" style="width:600px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>5) Add additional <b>condition rules</b> if necessary.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1059536344/3b243a1f0a36b0d260345783/Screenshot+2024-05-23+at+11_35_12.png?expires=1732408200&signature=96df9a68a52ede0122ca6c5396f4c4c9cb45561afe61e461aaee937f8fac34f3&req=dSAiH8x9m4JbXfMW1HO4zc4jGnMzCzPZmp1JYADVsE38J0XavNlhNedcbXdP%0AIl8t1hqdoqF1mKQscm4%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059536344/3b243a1f0a36b0d260345783/Screenshot+2024-05-23+at+11_35_12.png?expires=1732408200&signature=96df9a68a52ede0122ca6c5396f4c4c9cb45561afe61e461aaee937f8fac34f3&req=dSAiH8x9m4JbXfMW1HO4zc4jGnMzCzPZmp1JYADVsE38J0XavNlhNedcbXdP%0AIl8t1hqdoqF1mKQscm4%3D%0A" width="2478" height="1206" style="width:600px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>5) <b>Expand the condition</b> by adding a new <b>condition set</b>, if needed.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059538149/31a7810356c23db519b7bc10/Screenshot+2024-05-23+at+11_36_58.png?expires=1732408200&signature=b41de7535ef863bbe9b5a23f9d5049131c3807560ab6cf6fac743ad770025869&req=dSAiH8x9lYBbUPMW1HO4zTINr6upTt8AqAGOayM%2FNFK%2ByrTQe32YTyMiqLA8%0A%2BW8nUc%2F%2B0nyV4O4McGY%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059538149/31a7810356c23db519b7bc10/Screenshot+2024-05-23+at+11_36_58.png?expires=1732408200&signature=b41de7535ef863bbe9b5a23f9d5049131c3807560ab6cf6fac743ad770025869&req=dSAiH8x9lYBbUPMW1HO4zTINr6upTt8AqAGOayM%2FNFK%2ByrTQe32YTyMiqLA8%0A%2BW8nUc%2F%2B0nyV4O4McGY%3D%0A" width="1288" height="1342"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>6) <b>Save the Check if step </b>and proceed to the next step: defining the "<a href="https://help.productive.io/en/articles/8822225-actions-in-automations">Then</a>" step.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059539171/a0820c8cd3ba0d079c2c154f/Screenshot+2024-05-23+at+11_38_27.png?expires=1732408200&signature=4f2432ec9296e70162e128d75cd059b86176647bd81e2ed7dd3fc16a9b5594be&req=dSAiH8x9lIBYWPMW1HO4zZUR503o1PbIGST3VwqxfNqLZtl1Wmmk%2BMc27sgt%0AMiE4sRd0Rwh1jsv5CCY%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059539171/a0820c8cd3ba0d079c2c154f/Screenshot+2024-05-23+at+11_38_27.png?expires=1732408200&signature=4f2432ec9296e70162e128d75cd059b86176647bd81e2ed7dd3fc16a9b5594be&req=dSAiH8x9lIBYWPMW1HO4zZUR503o1PbIGST3VwqxfNqLZtl1Wmmk%2BMc27sgt%0AMiE4sRd0Rwh1jsv5CCY%3D%0A" width="2436" height="1476"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#feedaf80;border-color:#fbc91633"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>🤖 A "Check if" step is made up of <b>condition sets</b>, and each set can contain <b>individual condition rules</b>. <br/><br/>🤖 Even when grouped into sets, a single "Check if" step can have up to <b>10 individual condition rules</b>!</p></div></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_94bb86d4a2">Condition Attributes</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Here is a list of all <b>attributes</b> for each <b>When step </b>(Task, Deal, Budget, Invoice).</p></div><div class="intercom-interblocks-table"><table><tbody><tr><td data-colwidth="165" style="background-color:#e3e7fa80;width:165px"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-center"><p><b>TASK</b></p></div></td><td data-colwidth="127" style="background-color:#e3e7fa80;width:127px"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-center"><p><b>DEAL</b></p></div></td><td data-colwidth="153" style="background-color:#e3e7fa80;width:153px"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-center"><p><b>BUDGET</b></p></div></td><td style="background-color:#e3e7fa80"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-center"><p><b>INVOICE</b></p></div></td></tr><tr><td data-colwidth="165" style="width:165px"><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Assignee</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Creator</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Custom fields</b></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Due date</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Initial estimate</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Remaining time</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Start date</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Task list</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Title</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Type (Milestone or Task)</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Workflow status</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Worked time</p></div></li></ul></div></td><td data-colwidth="127" style="width:127px"><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Company</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Custom fields</b></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>End date</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Expected close date</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Lost reason</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Owner</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Pipeline stage</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Probability</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Sales status</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Start date</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></td><td data-colwidth="153" style="width:153px"><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Budget type (internal or client)</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Company</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Custom fields</b></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>End date</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Hours used</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Invoiced percentage</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Owner</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Percentage used</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Project type</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Revenue</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Start date</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></td><td><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Aging (overdue, unsent, paid)</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Amount (no tax)</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Amount (with tax)</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Amount credited (no tax)</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Amount credited (with tax)</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Amount paid</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Amount unpaid</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Amount written off</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Company</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Copied to accounting</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Creation date</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Creator</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Credited</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Currency</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Due date</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Payment date</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Payment status</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Sent date</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Sent status</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>State</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Status</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Subsidiary</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Tax amount</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Type</p></div></li></ul></div></td></tr></tbody></table></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_75ca91c3ee">Condition Comparators</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Here is a list of all available <b>comparators</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Keep in mind that the availability of <b>comparators</b> depends on the selected <b>attribute</b> and the "When" step. <br/><br/>For example, the attribute "Deal <b>owner</b>" will only support comparators like is, is not, was, and was not, while the attribute "Deal <b>start date</b>" will include more comparator options such as is, was, is not, was not, is or isn't empty, is more than or equal to, is less than or equal to, etc.</p></div><div class="intercom-interblocks-table"><table><tbody><tr><td style="background-color:#e3e7fa80"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-center"><p><b>COMPARATORS</b></p></div></td></tr><tr><td><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Is</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Was</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Is not</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Was not</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Is more than</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Was more than</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Is less than </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Was less than</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Is more than or equal to</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Was more than or equal to</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Is less than or equal to</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Was less than or equal to</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Contains</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Contained</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Does not contain</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Did not contain</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Has changed</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Has not changed</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Has changed to</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Has changed from</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Is empty</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Is not empty</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Has passed</p></div></li></ul></div></td></tr></tbody></table></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border bg-card-bg p-2 sm:p-3"><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="https://help.productive.io/en/articles/8564582-automations-general-overview" data-testid="article-link"><div class="flex flex-col p-0"><span 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Help Center","footerLogo":"https://downloads.intercomcdn.com/i/o/295088/7d1e9e7d334295930dd163a3/801f1c6d85d7662e8810fa8dcc02754d.png","footerLogoHeight":"110","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"user":{"userId":"212aa151-a8ef-4947-b77b-a8ba6e848021","role":"visitor_role"},"articleContent":{"articleId":"8822219","author":null,"blocks":[{"type":"paragraph","text":"After setting a \"\u003ca href=\"https://help.productive.io/en/articles/8822202-triggers-in-automations\"\u003eWhen\u003c/a\u003e\" step for tasks, budgets, deals, or invoices, you can enhance your Automation rule by adding a \"\u003cb\u003eCheck if\u003c/b\u003e\" step.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Adding a \"Check if\" step is optional, but it allows you to add another layer of precision to your automation, ensuring it executes only under specific circumstances.","class":"no-margin"},{"type":"paragraph","text":"\u003cbr\u003e⚡️ Example using only \u003cb\u003eWhen\u003c/b\u003e and \u003cb\u003eThen\u003c/b\u003e \u003cb\u003esteps\u003c/b\u003e: When a new task is created in a designated project, then send a message to a designated Slack channel.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003e⚡️ \u003c/b\u003e⚡️ Example of using one \u003cb\u003eWhen\u003c/b\u003e \u003cb\u003estep\u003c/b\u003e, \u003cb\u003etwo Check if\u003c/b\u003e \u003cb\u003esteps\u003c/b\u003e, and one \u003cb\u003eThen\u003c/b\u003e \u003cb\u003estep\u003c/b\u003e: When a new task is created with Alex Taylor as the assignee and the task status is not Closed, then send a message to a designated Slack channel.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"Before we delve into the process of adding \"Check if\" steps, let's brush up on our automation vocabulary 📚:","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eWhen (Trigger):\u003c/b\u003e \"When\" steps initiate automations by specifying actions such as creating, updating, closing, or commenting on tasks, deals, budgets, and invoices. \u003cbr\u003e\n- \u003cb\u003eCheck if (Condition):\u003c/b\u003e \"Check if\" steps refine automations by specifying additional criteria that must be met for the automation to proceed. They provide a way to add precision to your automation rules.\u003cbr\u003e\n- \u003cb\u003eThen (Action):\u003c/b\u003e Actions produce the desired outcomes once all conditions are met. They represent the \"then\" part of the when-then equation.","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eWhen (Trigger):\u003c/b\u003e \"When\" steps initiate automations by specifying actions such as creating, updating, closing, or commenting on tasks, deals, budgets, and invoices. \u003cbr\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eCheck if (Condition):\u003c/b\u003e \"Check if\" steps refine automations by specifying additional criteria that must be met for the automation to proceed. They provide a way to add precision to your automation rules.\u003cbr\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eThen (Action):\u003c/b\u003e Actions produce the desired outcomes once all conditions are met. They represent the \"then\" part of the when-then equation.","class":"no-margin"}]}]},{"type":"paragraph","text":"Besides those, we also have:","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eAttributes:\u003c/b\u003e Attributes are distinct properties linked to triggers (When steps) that provide critical data for the automation. They include details such as task \u003cb\u003eassignee\u003c/b\u003e, deal \u003cb\u003eowner\u003c/b\u003e, or budget \u003cb\u003erevenue\u003c/b\u003e.\u003cbr\u003e\n- \u003cb\u003eComparators:\u003c/b\u003e Comparators are tools used to compare conditions within automations. They determine whether a specific attribute meets certain criteria, such as being \u003cb\u003eequal to\u003c/b\u003e, \u003cb\u003egreater than\u003c/b\u003e, \u003cb\u003eless than\u003c/b\u003e, or \u003cb\u003enot equal to\u003c/b\u003e a specified value.","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eAttributes:\u003c/b\u003e Attributes are distinct properties linked to triggers (When steps) that provide critical data for the automation. They include details such as task \u003cb\u003eassignee\u003c/b\u003e, deal \u003cb\u003eowner\u003c/b\u003e, or budget \u003cb\u003erevenue\u003c/b\u003e.\u003cbr\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eComparators:\u003c/b\u003e Comparators are tools used to compare conditions within automations. They determine whether a specific attribute meets certain criteria, such as being \u003cb\u003eequal to\u003c/b\u003e, \u003cb\u003egreater than\u003c/b\u003e, \u003cb\u003eless than\u003c/b\u003e, or \u003cb\u003enot equal to\u003c/b\u003e a specified value.","class":"no-margin"}]}]}],"style":{"backgroundColor":"#feedaf80","borderColor":"#fbc91633"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Adding a \"Check if\" Step to an Automation","idAttribute":"h_8bf85cb8e1"},{"type":"paragraph","text":"1) Select and apply the \"\u003ca href=\"https://help.productive.io/en/articles/8822202-setting-up-the-when-step-in-automations\"\u003eWhen\u003c/a\u003e\" step.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059530306/15b542c1ee24892b2de03c70/Screenshot+2024-05-23+at+11_03_44.png?expires=1732408200\u0026signature=e659d894b40a9f2f3682fa77489aa050236abb4e615544aa96dffb43642888eb\u0026req=dSAiH8x9nYJfX%2FMW1HO4zbzFoEbpndiUOMCtS3zvLtTEzcjv0%2BA99c2xRMuN%0AIhcjsUl3kFgg3qc72FM%3D%0A","width":2924,"height":1454},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"2) Choose the \"\u003cb\u003eCheck if\u003c/b\u003e\" option to add a condition.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059531633/3b60e8a508dc21a41ede1c42/Screenshot+2024-05-23+at+11_30_28.png?expires=1732408200\u0026signature=7f41e69bb570643cf227e883c1bdcec164e75d9fdda8424ef5b473d2e5a4243b\u0026req=dSAiH8x9nIdcWvMW1HO4zX17b%2FWK4NUwIOht10d41bfzHVM%2FebdDAtD8nLKy%0AswUT6i%2BEs3JJREgW%2B7A%3D%0A","width":2910,"height":1458},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"3) Define the condition \u003cb\u003eattribute\u003c/b\u003e, such as task \u003cb\u003eassignee\u003c/b\u003e or invoice \u003cb\u003edue date\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059532998/c0112f9464e46d02094cdc9a/Screenshot+2024-05-23+at+11_31_47.png?expires=1732408200\u0026signature=589cec093b5fe1f269a89fa51cbd8528b69c404695de6e74e653a731fa1755a8\u0026req=dSAiH8x9n4hWUfMW1HO4zYPXH%2BkQ2UbST8pZ8b0BSRmlHapRlZ1nuWohsavU%0AvNDf08M6vWxzK72eUUI%3D%0A","width":1660,"height":1460,"displayWidth":600,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"4) Select the attribute \u003cb\u003ecomparator\u003c/b\u003e to specify the condition criteria.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059534701/ad61b828434c046f2ca2b0b3/Screenshot+2024-05-23+at+11_33_50.png?expires=1732408200\u0026signature=9b9b9ed1444d47b447d56370175ea95d1f64a9e81b926edd34af8f49628b4fe4\u0026req=dSAiH8x9mYZfWPMW1HO4zZ26jELeSESPtrXXak%2B8qg1imXCPXj2iUW84wesv%0AzuX2wzIpbzGIyXiyMhc%3D%0A","width":1598,"height":1420,"displayWidth":600,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"5) Add additional \u003cb\u003econdition rules\u003c/b\u003e if necessary.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059536344/3b243a1f0a36b0d260345783/Screenshot+2024-05-23+at+11_35_12.png?expires=1732408200\u0026signature=96df9a68a52ede0122ca6c5396f4c4c9cb45561afe61e461aaee937f8fac34f3\u0026req=dSAiH8x9m4JbXfMW1HO4zc4jGnMzCzPZmp1JYADVsE38J0XavNlhNedcbXdP%0AIl8t1hqdoqF1mKQscm4%3D%0A","width":2478,"height":1206,"displayWidth":600,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"5) \u003cb\u003eExpand the condition\u003c/b\u003e by adding a new \u003cb\u003econdition set\u003c/b\u003e, if needed.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059538149/31a7810356c23db519b7bc10/Screenshot+2024-05-23+at+11_36_58.png?expires=1732408200\u0026signature=b41de7535ef863bbe9b5a23f9d5049131c3807560ab6cf6fac743ad770025869\u0026req=dSAiH8x9lYBbUPMW1HO4zTINr6upTt8AqAGOayM%2FNFK%2ByrTQe32YTyMiqLA8%0A%2BW8nUc%2F%2B0nyV4O4McGY%3D%0A","width":1288,"height":1342},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"6) \u003cb\u003eSave the Check if step \u003c/b\u003eand proceed to the next step: defining the \"\u003ca href=\"https://help.productive.io/en/articles/8822225-actions-in-automations\"\u003eThen\u003c/a\u003e\" step.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059539171/a0820c8cd3ba0d079c2c154f/Screenshot+2024-05-23+at+11_38_27.png?expires=1732408200\u0026signature=4f2432ec9296e70162e128d75cd059b86176647bd81e2ed7dd3fc16a9b5594be\u0026req=dSAiH8x9lIBYWPMW1HO4zZUR503o1PbIGST3VwqxfNqLZtl1Wmmk%2BMc27sgt%0AMiE4sRd0Rwh1jsv5CCY%3D%0A","width":2436,"height":1476},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"🤖 A \"Check if\" step is made up of \u003cb\u003econdition sets\u003c/b\u003e, and each set can contain \u003cb\u003eindividual condition rules\u003c/b\u003e. \u003cbr\u003e\u003cbr\u003e🤖 Even when grouped into sets, a single \"Check if\" step can have up to \u003cb\u003e10 individual condition rules\u003c/b\u003e!","class":"no-margin"}],"style":{"backgroundColor":"#feedaf80","borderColor":"#fbc91633"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Condition Attributes","idAttribute":"h_94bb86d4a2"},{"type":"paragraph","text":"Here is a list of all \u003cb\u003eattributes\u003c/b\u003e for each \u003cb\u003eWhen step \u003c/b\u003e(Task, Deal, Budget, Invoice).","class":"no-margin"},{"type":"table","responsive":false,"container":false,"stacked":true,"rows":[{"cells":[{"displayWidth":165,"style":{"backgroundColor":"#e3e7fa80"},"content":[{"type":"paragraph","text":"\u003cb\u003eTASK\u003c/b\u003e","align":"center","class":"no-margin"}]},{"displayWidth":127,"style":{"backgroundColor":"#e3e7fa80"},"content":[{"type":"paragraph","text":"\u003cb\u003eDEAL\u003c/b\u003e","align":"center","class":"no-margin"}]},{"displayWidth":153,"style":{"backgroundColor":"#e3e7fa80"},"content":[{"type":"paragraph","text":"\u003cb\u003eBUDGET\u003c/b\u003e","align":"center","class":"no-margin"}]},{"style":{"backgroundColor":"#e3e7fa80"},"content":[{"type":"paragraph","text":"\u003cb\u003eINVOICE\u003c/b\u003e","align":"center","class":"no-margin"}]}]},{"cells":[{"displayWidth":165,"content":[{"type":"unorderedNestedList","text":"- Assignee\n- Creator\n- \u003cb\u003eCustom fields\u003c/b\u003e\n- Due date\n- Initial estimate\n- Remaining time\n- Start date\n- Task list\n- Title\n- Type (Milestone or Task)\n- Workflow status\n- Worked time","items":[{"content":[{"type":"paragraph","text":"Assignee","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Creator","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eCustom fields\u003c/b\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Due date","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Initial estimate","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Remaining time","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Start date","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Task list","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Title","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Type (Milestone or Task)","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Workflow status","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Worked time","class":"no-margin"}]}]}]},{"displayWidth":127,"content":[{"type":"unorderedNestedList","text":"- Company\n- \u003cb\u003eCustom fields\u003c/b\u003e\n- End date\n- Expected close date\n- Lost reason\n- Owner\n- Pipeline stage\n- Probability\n- Sales status\n- Start date","items":[{"content":[{"type":"paragraph","text":"Company","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eCustom fields\u003c/b\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"End date","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Expected close date","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Lost reason","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Owner","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Pipeline stage","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Probability","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Sales status","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Start date","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"}]},{"displayWidth":153,"content":[{"type":"unorderedNestedList","text":"- Budget type (internal or client)\n- Company\n- \u003cb\u003eCustom fields\u003c/b\u003e\n- End date\n- Hours used\n- Invoiced percentage\n- Owner\n- Percentage used\n- Project type\n- Revenue\n- Start date","items":[{"content":[{"type":"paragraph","text":"Budget type (internal or client)","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Company","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eCustom fields\u003c/b\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"End date","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Hours used","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Invoiced percentage","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Owner","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Percentage used","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Project type","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Revenue","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Start date","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"}]},{"content":[{"type":"unorderedNestedList","text":"- Aging (overdue, unsent, paid)\n- Amount (no tax)\n- Amount (with tax)\n- Amount credited (no tax)\n- Amount credited (with tax)\n- Amount paid\n- Amount unpaid\n- Amount written off\n- Company\n- Copied to accounting\n- Creation date\n- Creator\n- Credited\n- Currency\n- Due date\n- Payment date\n- Payment status\n- Sent date\n- Sent status\n- State\n- Status\n- Subsidiary\n- Tax amount\n- Type","items":[{"content":[{"type":"paragraph","text":"Aging (overdue, unsent, paid)","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Amount (no tax)","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Amount (with tax)","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Amount credited (no tax)","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Amount credited (with tax)","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Amount paid","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Amount unpaid","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Amount written off","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Company","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Copied to accounting","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Creation date","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Creator","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Credited","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Currency","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Due date","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Payment date","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Payment status","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Sent date","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Sent status","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"State","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Status","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Subsidiary","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Tax amount","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Type","class":"no-margin"}]}]}]}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Condition Comparators","idAttribute":"h_75ca91c3ee"},{"type":"paragraph","text":"Here is a list of all available \u003cb\u003ecomparators\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Keep in mind that the availability of \u003cb\u003ecomparators\u003c/b\u003e depends on the selected \u003cb\u003eattribute\u003c/b\u003e and the \"When\" step. \u003cbr\u003e\u003cbr\u003eFor example, the attribute \"Deal \u003cb\u003eowner\u003c/b\u003e\" will only support comparators like is, is not, was, and was not, while the attribute \"Deal \u003cb\u003estart date\u003c/b\u003e\" will include more comparator options such as is, was, is not, was not, is or isn't empty, is more than or equal to, is less than or equal to, etc.","class":"no-margin"},{"type":"table","responsive":false,"container":false,"stacked":true,"rows":[{"cells":[{"style":{"backgroundColor":"#e3e7fa80"},"content":[{"type":"paragraph","text":"\u003cb\u003eCOMPARATORS\u003c/b\u003e","align":"center","class":"no-margin"}]}]},{"cells":[{"content":[{"type":"unorderedNestedList","text":"- Is\n- Was\n- Is not\n- Was not\n- Is more than\n- Was more than\n- Is less than \n- Was less than\n- Is more than or equal to\n- Was more than or equal to\n- Is less than or equal to\n- Was less than or equal to\n- Contains\n- Contained\n- Does not contain\n- Did not contain\n- Has changed\n- Has not changed\n- Has changed to\n- Has changed from\n- Is empty\n- Is not empty\n- Has passed","items":[{"content":[{"type":"paragraph","text":"Is","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Was","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Is not","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Was 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contain","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Has changed","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Has not changed","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Has changed to","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Has changed from","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Is empty","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Is not empty","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Has passed","class":"no-margin"}]}]}]}]}]}],"collectionId":"9586776","description":"Set up a \"Check if\" step as an additional step in the automation building process to refine your automation rule.","id":"8941679","lastUpdated":"Updated over 2 months ago","relatedArticles":[{"title":"Automations: General Overview","url":"https://help.productive.io/en/articles/8564582-automations-general-overview"},{"title":"Attribute Mentioning in 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