The decision recipe for comparing opportunity leg attributes has six inputs:
- Greater than/less than/equal to
This decision recipe allows you to reference specific options leg 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 add the options legs’ details.
The second and third fields prompt you to define the option leg to be referenced. For example, if using a short put spread, you must tell the recipe to pull data for the short put option leg or long put option leg.
The fourth field prompts a dropdown menu to select a variable attribute associated with the chosen option leg.
The fifth field prompts a dropdown menu to choose if the individual option leg attribute is greater than, less than, or equal to the sixth 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 option leg attribute is greater than, less than, or equal to the sixth 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 leg attributes.
You can always select the decision inside the automation editor and make changes to the criteria.