Need more information about using Criteria in Neodeluxe?
For more information about configuring criteria in Neodeluxe, please visit: Criteria In Neodeluxe.
This article provides an overview of which field types and operators are supported or unsupported when configuring Advanced Task Management Criteria in Neodeluxe.
Use this article as a guideline to ensure your criteria are set up correctly and function as expected within your ATM criteria triggers.
In ATM Queues Triggered by Criteria setup, the following list contains supported and not supported fields:
Form (Static) Section: Supported Filevine Field Types VS Available Operators | ||
|---|---|---|
| Filevine Field Type of the selected Variable* | Available Operators* | Example |
|
Amount - Currency Amount - Decimal Amount - Integer Number Amount - Percent
|
Equals | |
| Is Empty | ||
| Is Not Empty | ||
| Not Equal To | ||
| Less Than | ||
| Less Than or Equal to | ||
| Greater Than | ||
| Greater Than or Equal to | ||
|
Calculated Currency Calculated Decimal Calculated Number Calculated Percentage |
NOT SUPPORTED | |
| Date (Absolute)* |
Between | |
| Equals | ||
| Is Empty | ||
| Is Not Empty | ||
| Less Than | ||
| Less Than or Equal to | ||
| Greater Than | ||
| Greater Than or Equal to | ||
| Date (Relative) | Is Empty | |
| Is Not Empty | ||
| Equals | ||
| Deadline (with reminders) | NOT SUPPORTED | |
| Dropdown | Equals | |
| Is Empty | ||
| Is Not Empty | ||
| Not Equal To | ||
| File Attachment/Document | Includes Attachments | |
| Does Not Include Attachments | ||
| Incident Date (Only available for Form Sections) |
Between | |
| Equals | ||
| Is Empty | ||
| Is Not Empty | ||
| Less Than | ||
| Less Than or Equal to | ||
| Greater Than | ||
| Greater Than or Equal to | ||
| Multi Select List | Equals | |
| Is Empty | ||
| Is Not Empty | ||
| Not Equal To | ||
| Contains | ||
| Does Not Contain | ||
| Multiple choice | Equals | |
| Is Empty | ||
| Is Not Empty | ||
| Not Equal To | ||
| Multiple File Attachments (List) /Document List /Multiple Documents |
Includes Attachments | |
| Does Not Include Attachments | ||
|
Person Person List Project Link Project Link List Reference Field |
NOT SUPPORTED |
|
|
Text - Single Line Text - Multiple Lines Text - Multiple Lines (Large) |
Equals | |
| Is Empty | ||
| Is Not Empty | ||
| Not Equal To | ||
| Text - Single Line List | NOT SUPPORTED | |
| URL | Equals | |
| Is Empty | ||
| Is Not Empty | ||
| Not Equal To | ||
| URL List | NOT SUPPORTED | |
| Yes/No | Equals | |
| Is Empty | ||
| Is Not Empty | ||
| Not Equal To | ||
Collection Section: Supported Filevine Field Types VS Available Operators | ||
|---|---|---|
| Filevine Field Type of the selected Variable* | Available Operators* | Example |
|
Amount - Currency Amount - Decimal Amount - Integer Number Amount - Percent
|
Equals | |
| Is Empty | ||
| Is Not Empty | ||
| Not Equal To | ||
| Less Than | ||
| Less Than or Equal to | ||
| Greater Than | ||
| Greater Than or Equal to | ||
|
Calculated Currency Calculated Decimal Calculated Number Calculated Percentage |
NOT SUPPORTED | |
| Date (Absolute)* |
Between | |
| Equals | ||
| Is Empty | ||
| Is Not Empty | ||
| Less Than | ||
| Less Than or Equal to | ||
| Greater Than | ||
| Greater Than or Equal to | ||
| Date (Relative) | Is Empty | |
| Is Not Empty | ||
| Equals | ||
| Deadline (with reminders) | NOT SUPPORTED | |
| Dropdown | Equals | |
| Is Empty | ||
| Is Not Empty | ||
| Not Equal To | ||
| File Attachment/Document | Includes Attachments | |
| Does Not Include Attachments | ||
| Incident Date | NOT SUPPORTED | |
| Multi Select List | Equals | |
| Is Empty | ||
| Is Not Empty | ||
| Not Equal To | ||
| Contains | ||
| Does Not Contain | ||
| Multiple choice | Equals | |
| Is Empty | ||
| Is Not Empty | ||
| Not Equal To | ||
| Multiple File Attachments (List) /Document List /Multiple Documents |
Includes Attachments | |
| Does Not Include Attachments | ||
|
Person Person List Project Link Project Link List Reference Field |
NOT SUPPORTED |
|
|
Text - Single Line Text - Multiple Lines Text - Multiple Lines (Large) |
Equals | |
| Is Empty | ||
| Is Not Empty | ||
| Not Equal To | ||
| Text - Single Line List | NOT SUPPORTED | |
| URL | Equals | |
| Is Empty | ||
| Is Not Empty | ||
| Not Equal To | ||
| Url List | NOT SUPPORTED | |
| Yes/No | Equals | |
| Is Empty | ||
| Is Not Empty | ||
| Not Equal To | ||
Vineportal Variables VS Available Operators | ||
|---|---|---|
| Vineportal Variable* | Available Operators* | Example |
| Project Phase | Equals | |
| Is Empty | ||
| Is Not Empty | ||
| Not Equal To | ||
- *When a date field is selected, and one of the following Operators* is used: Equals, Less Than, Less Than or Equal to, Greater Than, or Greater Than or Equal to, select the Value* in the Date Picker.
- *When a date field is selected, and the Between Operator* is used, select the From* and To* dates using the Date Picker.
Have Questions or Issues?
If you have any questions or you are experiencing issues while configuring Criteria, please contact our Product Support Team:
- Email: help@neostella.com
- Submit a Request: Click here to submit a ticket
Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.
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