...
Query range
The query range for this task is Previous hour to Current hour of the same day. This task runs once every hour i.e. it runs 24 times in one day
Filter condition
Applications have to remain in ‘New Lead’ status for 1 hr
...
Action 1
...
Application Is in Status ‘Application’ since 11:00 am
...
Action 2
...
Application Is moved to Status ‘New Lead’ from ‘Application’ at 12:15 pm
...
2. Day(s) Of Week
Query range
The query range for this task is the time between the mentioned start time and end time on the day of the week mentioned.
Selecting the checkbox for ‘Query to previous scheduled day of week’ means that the query range for Wednesday is from the previous scheduled day’s end time to current day’s start time (3:00pm Monday to 1:00pm Wednesday)
Filter condition
Send to all applications in ‘Funded’ Status
Day of week | Tuesday |
Start time | 12:00 pm |
...
3. Interval
Query range
The query range for this task will be whatever the previous number of hours mentioned by the user as the interval
Filter condition
Applications have remained inactive in ‘Disclosures back’ Status
...
Action 1
...
Application Is in Status ‘Application’ since 11:00 am
...
Action 2
...
Application Is moved to Status ‘Disclosures back’ at 2:15 pm
...
Action 1
...
Application Is moved to Status ‘Presentation’ on Monday at 10:00 am
...
Action 2
...
Task is set to run on Monday at 1:15 pm and the start and end time is 11:00 am to 1:00 pm
...
Action 3
...
Application remains in Status ‘Presentation’ at Monday 11:30 am
...