The decision recipe for comparing opportunity attributes has four inputs:
- Greater than/less than/equal to
This decision recipe allows you to reference a position’s attributes to make decisions.
The first field prompts a dropdown menu to choose a position type. The decision recipe will then prompt you to choose a ticker symbol and, if it is an options position, add the details of the options legs.
The second field prompts a dropdown menu to select a variable attribute.
NOTE: Options Greeks listed in the dropdown menu reference the entire position. To reference specific legs of an option spread, use the “comparing opportunity leg attributes” decision recipe.
The third field prompts a dropdown menu to choose if the selected attribute is greater than, less than, or equal to the fourth field, where you manually input a value. When you have finished creating the recipe select, “Save.”
NOTE: You can also create a custom input, which allows you to input the field later to make the decision recipe dynamic across all automations.
The decision will be added to the list of criteria. The recipe will pull in data from the opportunity’s details to evaluate if the position’s attribute is greater than, less than, or equal to the fourth field’s input value.
You have the option to add more decisions to the recipe or return to the automation editor. When finished, select “Save” again to return to the automation editor.
The automation editor will display your completed decision criteria for comparing opportunity attributes.
You can always select the decision inside the automation editor and make changes to the criteria.