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IMPORTANT
This section is about "Advanced Conditions" in MyAssistant; created by clicking "Convert to Advanced" in the Condition Step of Task Setup. For information on standard Conditions, click here.
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Advanced Conditions define what a Task is looking for in two parts: the Check All record and the Condition Expression.
The Check All record is what you want a list of; i.e. vendors, jobs, invoices, etc.
The Condition Expression is what you are looking for in that list. For example: Vendors with expiring insurance, Jobs that haven’t been billed in 40 days, or Customers with a balance over a certain dollar amount.
MyAssistant comes with numerous Conditions that are predefined and ready to use in Tasks. To access these Conditions, click the File and select Define Conditions. From the Define Condition dialog you can open the predefined Conditions and make copies so that you can make changes, or you can write your own conditions. There are also examples that show how to use various functions.
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