Workflow Rules

Workflow Admin (Phase 1)
Index

Add / Edit Rule

Rule matching order: scenario-specific beats global, stage-specific beats any-stage, higher priority wins.
Conditions JSON (optional) example: [{"field":"tour_count","op":"gte","value":2},{"field":"has_future_tour","op":"eq","value":1}]
Clear

Rules

IDScenarioFrom StageEventTo StagePriorityActive
27 standard_nj_lead * lead_created new 3000 Yes Edit
26 standard * lead_created new 3000 Yes Edit
25 * follow_up tour_rescheduled tour_scheduled 2000 Yes Edit
24 * application_received enrolled enrolled 2000 Yes Edit
23 * application_sent application_received application_received 2000 Yes Edit
22 * tour_completed application_sent application_sent 2000 Yes Edit
21 * follow_up tour_scheduled tour_scheduled 2000 Yes Edit
20 * tour_scheduled tour_canceled follow_up 2000 Yes Edit
19 * tour_scheduled tour_no_show follow_up 2000 Yes Edit
18 * tour_checked_in tour_completed tour_completed 2000 Yes Edit
17 * tour_scheduled tour_checked_in tour_checked_in 2000 Yes Edit
16 * contacted tour_scheduled tour_scheduled 2000 Yes Edit
15 * needs_contact contact_made contacted 2000 Yes Edit
14 * new contact_attempted needs_contact 2000 Yes Edit
13 * * tour_rescheduled tour_scheduled 1000 Yes Edit
12 * * tour_canceled follow_up 1000 Yes Edit
11 * * tour_checked_in tour_checked_in 1000 Yes Edit
10 * * lost lost 1000 Yes Edit
9 * * enrolled enrolled 1000 Yes Edit
8 * * application_received application_received 1000 Yes Edit
7 * * application_sent application_sent 1000 Yes Edit
6 * * tour_no_show follow_up 1000 Yes Edit
5 * * tour_completed tour_completed 1000 Yes Edit
4 * * tour_scheduled tour_scheduled 1000 Yes Edit
3 * * contact_made contacted 1000 Yes Edit
2 * * contact_attempted needs_contact 1000 Yes Edit
1 * * lead_created new 1000 Yes Edit